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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
LC
1
Legacy CG
Texas
$15.2M +$15M +511,487 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.3M +$13.5M +460,300 +2,089%
IP
3
Ignite Planners
California
$7.83M +$5.97M +204,279 +353%
FIA
4
Foundations Investment Advisors
Arizona
$7.71M +$7.58M +259,258 New
DIM
5
Delta Investment Management
California
$7.26M +$7.13M +243,895 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.31M +$6.2M +211,938 New
WWM
7
WT Wealth Management
Arizona
$4.97M +$4.89M +167,125 New
KAS
8
Kestra Advisory Services
Texas
$3.47M +$2.94M +100,537 +620%
DLHL
9
Donald L. Hagan LLC
Florida
$3.22M +$3.17M +108,380 New
PG
10
Prostatis Group
Maryland
$3.18M +$3.13M +106,972 New
SW
11
SMART Wealth
Nebraska
$3.01M -$6.95M -237,591 -70%
AWS
12
Atria Wealth Solutions
New York
$2.58M +$2.23M +76,374 +744%
CAS
13
Coppell Advisory Solutions
Texas
$2.51M +$2.47M +84,491 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.25M +$2.22M +75,781 New
BCM
15
Brookstone Capital Management
Illinois
$1.89M +$1.85M +63,252 New
AWM
16
Apollon Wealth Management
South Carolina
$1.77M +$1.74M +59,625 New
WAS
17
WESPAC Advisors SoCal
California
$1.76M +$1.73M +59,140 New
FWM
18
Foguth Wealth Management
Michigan
$1.56M +$1.54M +52,590 New
BIM
19
Bullseye Investment Management
Ohio
$1.56M +$1.53M +52,205 New
IA
20
IFP Advisors
Florida
$1.47M +$1.45M +49,471 New
EMAM
21
Encompass More Asset Management
California
$1.43M +$1.41M +48,093 New
CAM
22
Cresset Asset Management
Illinois
$1.31M +$1.29M +44,115 New
MSFS
23
Main Street Financial Solutions
Pennsylvania
$1.23M +$1.21M +41,272 New
MFS
24
Madrona Financial Services
Washington
$1.03M +$1.02M +34,766 New
CCFM
25
Clear Creek Financial Management
Washington
$1.01M +$994K +33,986 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.