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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
+$15M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.5M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$7.58M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
+$7.13M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$6.95M |
| 2 |
BFWM
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
-$203K |
| 3 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
-$175K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
Sunbelt Securities
Houston,
Texas
| $11.9K | +$11.7K | +400 | New |
|
|
CFGS
77
Concourse Financial Group Securities
Birmingham,
Alabama
| $10.1K | +$9.94K | +340 | New |
|
|
FHC
78
First Heartland Consultants
Lake St. Louis,
Missouri
| $395 | +$388K | +13,263 | New |
|
79
UBS Group
Zurich,
Switzerland
| $208 | +$205 | +7 | 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.