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FT Vest US Equity Max Buffer ETF March

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: 1078 (+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: 13 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
51
HBW Advisory Services
California
$313K +$308K +10,525 New
SPIA
52
Steward Partners Investment Advisory
New York
$311K +$256K +8,750 +511%
CFD
53
Creative Financial Designs
Indiana
$305K +$300K +10,250 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$286K +$280K +9,570 New
SRA
55
Secured Retirement Advisors
Minnesota
$282K +$277K +9,480 New
Osaic Holdings
56
Osaic Holdings
Arizona
$268K +$263K +9,005 New
SAG
57
SageView Advisory Group
California
$268K +$262K +8,952 New
EWM
58
EPG Wealth Management
Georgia
$263K -$175K -6,000 Closed
IFG
59
Independent Financial Group
California
$257K +$252K +8,623 New
SMC
60
Smith, Moore & Co
Missouri
$247K +$243K +8,306 New
LCWP
61
Legacy Capital Wealth Partners
Arkansas
$245K +$241K +8,241 New
CAC
62
Certified Advisory Corp
Florida
$243K +$239K +8,168 New
MWA
63
MN Wealth Advisors
Kansas
$223K +$219K +7,500 New
CW
64
CreativeOne Wealth
Kansas
$217K +$213K +7,288 New
SAW
65
Signal Advisors Wealth
Michigan
$203K +$199K +6,816 New
OMC
66
Old Mission Capital
Illinois
$202K +$198K +6,783 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$122K +$120K +4,110 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$93K +$91.2K +3,120 New
CAM
69
Creekmur Asset Management
Illinois
$89.9K +$88.4K +3,023 New
CAL
70
Capital Analysts LLC
Pennsylvania
$56K +$55.1K +1,885 New
AWM
71
Avior Wealth Management
Nebraska
$47.6K +$46.8K +1,600 New
DFA
72
DHJJ Financial Advisors
Illinois
$36.9K +$36.3K +1,240 New
ATPW
73
Ashton Thomas Private Wealth
Arizona
$36.1K +$35.5K +1,213 New
NS
74
NBC Securities
Alabama
$35K +$34.5K +1,180 New
PS
75
Principal Securities
Iowa
$26.8K +$26.3K +900 New

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.