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FT Vest US Equity Moderate Buffer ETF March

108 hedge funds and large institutions have $231M invested in FT Vest US Equity Moderate Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

6% less funds holding

Funds holding: 115108 (-7)

14.35% less ownership

Funds ownership: 71.11%56.75% (-14%)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less capital invested

Capital invested by funds: $482M → $231M (-$251M)

Holders
108
Holders Change
-7
Holders Change %
-6.09%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
40
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$51.5M +$21.1M +558,794 +68%
Osaic Holdings
2
Osaic Holdings
Arizona
$48.4M -$3.18M -84,410 -6%
OP
3
ORG Partners
Indiana
$19.2M +$19.1M +507,505 +5,971%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.2M +$2.65M +70,320 +35%
LPL Financial
5
LPL Financial
California
$7.72M +$283K +7,501 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.66M +$3.07M +81,327 +65%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.12M +$55.7K +1,476 +0.8%
KAS
8
Kestra Advisory Services
Texas
$5.81M -$87.5K -2,319 -1%
CHC
9
City Holding Co
West Virginia
$4.92M +$2.01M +53,280 +67%
AIA
10
AssuredPartners Investment Advisors
Florida
$4.78M +$104K +2,761 +2%
BFG
11
Bouchey Financial Group
New York
$4.51M -$542K -14,370 -11%
SS
12
Sunbelt Securities
Texas
$3.5M +$211K +5,584 +6%
MCM
13
MAI Capital Management
Ohio
$2.79M -$747K -19,799 -21%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.7M +$261K +6,921 +11%
RFG
15
REAP Financial Group
Texas
$2.34M -$580K -15,387 -20%
AA
16
Armis Advisers
Georgia
$2.34M -$582K -15,427 -20%
HP
17
Holistic Planning
Texas
$2.12M +$20.3K +538 +1%
AWA
18
Arkadios Wealth Advisors
Georgia
$1.51M +$112K +2,982 +8%
HWM
19
HFG Wealth Management
Texas
$1.5M -$9.12M -241,774 -86%
KWS
20
Keystone Wealth Services
California
$1.43M -$64.1K -1,700 -4%
SW
21
Schulz Wealth
Texas
$1.32M +$10.1K +267 +0.8%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.26M -$187K -4,963 -13%
Truist Financial
23
Truist Financial
North Carolina
$1.2M +$25.8K +683 +2%
SB
24
Strategic Blueprint
Georgia
$1.19M -$457K -12,117 -28%
SC
25
Schubert & Co
Texas
$1.13M -$3.42M -90,674 -75%

GMAR Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF March (GMAR) for Q1 2025, worth a combined $231M — down 52% from $482M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of GMAR and 14 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 40 added.

The largest buyer was Raymond James Financial, adding an estimated $21.1M. The largest seller was HFG Wealth Management, cutting an estimated $9.12M.

  • 108 institutional investors held FT Vest US Equity Moderate Buffer ETF March (GMAR) as of Q1 2025, down from 115 in Q4 2024.
  • Funds reported $231M of FT Vest US Equity Moderate Buffer ETF March stock for Q1 2025, down 52% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Moderate Buffer ETF March positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF March buyer in Q1 2025 was Raymond James Financial, an estimated $21.1M added.
  • The largest FT Vest US Equity Moderate Buffer ETF March seller in Q1 2025 was HFG Wealth Management, an estimated $9.12M sold.

Based on aggregated 13F filings for Q1 2025.