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FT Vest US Equity Max Buffer ETF March
MARM

78 hedge funds and large institutions have $121M invested in FT Vest US Equity Max Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,900% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 1

680% more funds holding

Funds holding: 10 → 78 (+68)

667% more capital invested

Capital invested by funds: $15.7M → $121M (+$105M)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

56.69% more ownership

Funds ownership: 0% → 56.69% (+57%)

Holders
78
Holders Change
+68
Holders Change %
+680%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
70
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
Legacy CG
Texas
+$15M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.5M
3
FIA
Foundations Investment Advisors
Arizona
+$7.58M
4
DIM
Delta Investment Management
California
+$7.13M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.2M

Top Sellers

Rank Fund Capital Flow
1
SW
SMART Wealth
Nebraska
-$6.95M
2
BFWM
Bright Futures Wealth Management
New York
-$203K
3
EWM
EPG Wealth Management
Georgia
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$959K +$942K +32,233 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$940K +$924K +31,609 New
MA
28
Mutual Advisors
Nebraska
$936K +$918K +31,412 New
ACM
29
Anfield Capital Management
California
$890K +$874K +29,906 New
BFWM
30
Bright Futures Wealth Management
New York
$862K -$203K -6,944 -19%
CA
31
Corrado Advisors
New Jersey
$856K +$842K +28,787 New
HI
32
Harbour Investments
Wisconsin
$839K +$780K +26,689 +1,779%
Truist Financial
33
Truist Financial
North Carolina
$781K +$768K +26,250 New
Jane Street
34
Jane Street
New York
$732K +$719K +24,604 New
TCM
35
Triumph Capital Management
Colorado
$730K +$718K +24,550 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$701K +$689K +23,562 New
GFA
37
Gallagher Fiduciary Advisors
Illinois
$692K +$680K +23,257 New
NA
38
NewEdge Advisors
Louisiana
$688K +$676K +23,133 New
Mariner
39
Mariner
Kansas
$615K +$604K +20,659 New
BWA
40
BlueChip Wealth Advisors
Georgia
$585K +$575K +19,676 New
RAS
41
RPS Advisory Solutions
Kentucky
$498K +$490K +16,749 New
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$470K +$462K +15,787 New
SCA
43
Sage Capital Advisors
South Dakota
$466K +$458K +15,663 New
JIP
44
Jaffetilchin Investment Partners
Florida
$453K +$445K +15,215 New
SPWG
45
Syntegra Private Wealth Group
Missouri
$444K +$436K +14,921 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$394K +$387K +13,245 New
SFS
47
Sowell Financial Services
Arkansas
$367K +$358K +12,232 New
AAS
48
Ameritas Advisory Services
Nebraska
$339K +$333K +11,395 New
WAM
49
WealthTrust Asset Management
Florida
$338K +$332K +11,357 New
CB
50
Chris Bulman
California
$331K +$325K +11,111 New
1
2
3 4

MARM Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Max Buffer ETF March (MARM) for Q2 2024, worth a combined $121M — up 667% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MARM positions and 1 closed out — a net gain of 69 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Legacy CG, opening a new position worth an estimated $15M. The largest seller was SMART Wealth, cutting an estimated $6.95M.

  • 78 institutional investors held FT Vest US Equity Max Buffer ETF March (MARM) as of Q2 2024, up from 10 in Q1 2024.
  • Funds reported $121M of FT Vest US Equity Max Buffer ETF March stock for Q2 2024, up 667% quarter-over-quarter.
  • 70 funds opened new FT Vest US Equity Max Buffer ETF March positions in Q2 2024 and 1 closed out, a net change of +69 holders.
  • The largest FT Vest US Equity Max Buffer ETF March buyer in Q2 2024 was Legacy CG, an estimated $15M added.
  • The largest FT Vest US Equity Max Buffer ETF March seller in Q2 2024 was SMART Wealth, an estimated $6.95M sold.

Based on aggregated 13F filings for Q2 2024.