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FT Vest US Equity Moderate Buffer ETF May

47 hedge funds and large institutions have $48.4M invested in FT Vest US Equity Moderate Buffer ETF May in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

21% more funds holding

Funds holding: 3947 (+8)

10.19% less ownership

Funds ownership: 54.05%43.86% (-10%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

29% less capital invested

Capital invested by funds: $68M → $48.4M (-$19.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
11
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AIFG Consultants
New York
$14.7M -$880K -28,104 -6%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.44M +$4.5M +143,884 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.94M +$141K +4,514 +4%
FIA
4
Foundations Investment Advisors
Arizona
$2.82M -$36.4K -1,163 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.73M +$800K +25,545 +41%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.61M -$834K -26,650 -24%
CIAS
7
Capital Investment Advisory Services
North Carolina
$2.08M -$11.1K -353 -0.5%
CHC
8
City Holding Co
West Virginia
$1.28M +$57.1K +1,825 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.18M -$30.9K -986 -3%
BRWA
10
B. Riley Wealth Advisors
Florida
$1.08M -$6.26K -200 -0.6%
NA
11
NewEdge Advisors
Louisiana
$1.07M +$784K +25,035 +259%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$961K -$73K -2,332 -7%
OMC
13
Old Mission Capital
Illinois
$747K +$758K +24,222 New
TLA
14
Tanglewood Legacy Advisors
Texas
$585K
Truist Financial
15
Truist Financial
North Carolina
$530K -$48.7K -1,555 -8%
MML Investors Services
16
MML Investors Services
Massachusetts
$506K
Citadel Advisors
17
Citadel Advisors
Florida
$482K +$489K +15,623 New
RJA
18
Raymond James & Associates
Florida
$447K +$49.1K +1,569 +12%
KAS
19
Kestra Advisory Services
Texas
$432K -$106K -3,399 -20%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$395K -$17.5K -559 -4%
SPIA
21
Steward Partners Investment Advisory
New York
$385K
NFG
22
Nations Financial Group
Iowa
$363K
LNC
23
Lincoln National Corp
Pennsylvania
$337K
BCI
24
Brinker Capital Investments
Pennsylvania
$285K +$939 +30 +0.3%
OPS
25
Orion Portfolio Solutions
Nebraska
$285K +$939 +30 +0.3%

GMAY Hedge Fund Activity: Q3 2023 in Review

47 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF May (GMAY) for Q3 2023, worth a combined $48.4M — down 29% from $68M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GMAY positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $4.5M. The largest seller was AE Wealth Management, cutting an estimated $14.4M.

  • 47 institutional investors held FT Vest US Equity Moderate Buffer ETF May (GMAY) as of Q3 2023, up from 39 in Q2 2023.
  • Funds reported $48.4M of FT Vest US Equity Moderate Buffer ETF May stock for Q3 2023, down 29% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Moderate Buffer ETF May positions in Q3 2023 and 4 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF May buyer in Q3 2023 was Janney Montgomery Scott, an estimated $4.5M added.
  • The largest FT Vest US Equity Moderate Buffer ETF May seller in Q3 2023 was AE Wealth Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2023.