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FT Vest US Equity Moderate Buffer ETF May

49 hedge funds and large institutions have $45.9M invested in FT Vest US Equity Moderate Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 4749 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.24% less ownership

Funds ownership: 43.86%41.62% (-2.2%)

5% less capital invested

Capital invested by funds: $48.4M → $45.9M (-$2.57M)

63% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 19

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
7
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
26
Harvest Investment Services
Illinois
$299K
KWS
27
Keystone Wealth Services
California
$270K
CA
28
Cambridge Advisors
Nebraska
$258K
AWM
29
AE Wealth Management
Kansas
$246K -$11.8K -372 -5%
HI
30
Harbour Investments
Wisconsin
$234K
CAN
31
Cetera Advisor Networks
California
$232K -$14K -443 -6%
RJA
32
Raymond James & Associates
Florida
$231K -$236K -7,461 -51%
MA
33
Mutual Advisors
Nebraska
$227K
CPRC
34
Consolidated Portfolio Review Corp
New York
$219K
LSA
35
Lion Street Advisors
Texas
$218K
OMC
36
Old Mission Capital
Illinois
$217K -$558K -17,623 -73%
QCIG
37
Quad-Cities Investment Group
Iowa
$217K -$9.85K -311 -5%
AAS
38
Avantax Advisory Services
Texas
$209K +$201K +6,350 New
PS
39
Principal Securities
Iowa
$208K +$201K +6,335 New
SS
40
Sunbelt Securities
Texas
$169K
IF
41
Integrity Financial
Wyoming
$165K
CFGS
42
Concourse Financial Group Securities
Alabama
$122K
CPA
43
Clear Point Advisors
New York
$71.9K +$69.2K +2,185 New
DFA
44
DHJJ Financial Advisors
Illinois
$39K +$10K +317 +37%
UBS Group
45
UBS Group
Switzerland
$24.1K +$19.2K +607 +482%
CAL
46
Capital Analysts LLC
Pennsylvania
$20K
CJ
47
Caitlin John
Michigan
$11K +$10.5K +333 New
HBW
48
Hazlett, Burt & Watson
West Virginia
$7K -$96.4K -3,043 -93%
AIC
49
Archer Investment Corporation
Indiana
$1.19K -$6.87K -217 -86%
FIA
50
Foundations Investment Advisors
Arizona
-$2.82M -91,424 Closed

GMAY Hedge Fund Activity: Q4 2023 in Review

49 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF May (GMAY) for Q4 2023, worth a combined $45.9M — down 5.3% from $48.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GMAY positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $548K. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $2.82M sold.

  • 49 institutional investors held FT Vest US Equity Moderate Buffer ETF May (GMAY) as of Q4 2023, up from 47 in Q3 2023.
  • Funds reported $45.9M of FT Vest US Equity Moderate Buffer ETF May stock for Q4 2023, down 5.3% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Moderate Buffer ETF May positions in Q4 2023 and 5 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF May buyer in Q4 2023 was Goldman Sachs, an estimated $548K added.
  • The largest FT Vest US Equity Moderate Buffer ETF May seller in Q4 2023 was Foundations Investment Advisors, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2023.