We are live on ! Find out more
GMAY icon

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
AC
1
AIFG Consultants
New York
$15.3M -$315K -9,959 -2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.83M +$92.5K +2,922 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.11M -$83.3K -2,631 -2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.57M -$207K -6,521 -8%
CIAS
5
Capital Investment Advisory Services
North Carolina
$2.22M
CHC
6
City Holding Co
West Virginia
$1.32M -$47.5K -1,500 -4%
SW
7
Schulz Wealth
Texas
$1.18M +$1.14M +35,956 New
BRWA
8
B. Riley Wealth Advisors
Florida
$1.07M -$73.8K -2,330 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.03M -$1.81M -57,294 -65%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$993K -$30.9K -977 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$907K -$338K -10,684 -28%
KAS
12
Kestra Advisory Services
Texas
$716K +$246K +7,761 +55%
TLA
13
Tanglewood Legacy Advisors
Texas
$651K +$26.1K +825 +4%
Goldman Sachs
14
Goldman Sachs
New York
$569K +$548K +17,307 New
Truist Financial
15
Truist Financial
North Carolina
$559K -$6.62K -209 -1%
MML Investors Services
16
MML Investors Services
Massachusetts
$539K +$32 +1 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$514K
SPIA
18
Steward Partners Investment Advisory
New York
$411K
NFG
19
Nations Financial Group
Iowa
$388K
LPL Financial
20
LPL Financial
California
$378K +$94.8K +2,992 +35%
WEG
21
World Equity Group
Illinois
$360K +$346K +10,940 New
LNC
22
Lincoln National Corp
Pennsylvania
$360K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$346K -$71.9K -2,270 -18%
BCI
24
Brinker Capital Investments
Pennsylvania
$300K -$3.86K -122 -1%
OPS
25
Orion Portfolio Solutions
Nebraska
$300K -$3.86K -122 -1%

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.