FT Vest US Equity Max Buffer ETF March
MARM
86 hedge funds and large institutions have $118M invested in FT Vest US Equity Max Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
8% more funds holding
Funds holding: 80 → 86 (+6)
1.52% more ownership
Funds ownership: 57.42% → 58.94% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $122M → $118M (-$4.89M)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$2.74M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.2M |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.3M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.1M |
| 5 |
HP
Holistic Planning
Nacogdoches,
Texas
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIM
Delta Investment Management
San Francisco,
California
|
-$7.26M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$4.97M |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$3.01M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.67M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$959K |
MARM Hedge Fund Activity: Q3 2024 in Review
86 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Max Buffer ETF March (MARM) for Q3 2024, worth a combined $118M — down 4% from $122M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MARM positions and 10 closed out — a net gain of 6 holders — while 20 added to existing stakes and 24 trimmed.
The largest buyer was Encompass More Asset Management, adding an estimated $2.74M. The largest seller was Delta Investment Management, exiting entirely with an estimated $7.26M sold.
- 86 institutional investors held FT Vest US Equity Max Buffer ETF March (MARM) as of Q3 2024, up from 80 in Q2 2024.
- Funds reported $118M of FT Vest US Equity Max Buffer ETF March stock for Q3 2024, down 4% quarter-over-quarter.
- 16 funds opened new FT Vest US Equity Max Buffer ETF March positions in Q3 2024 and 10 closed out, a net change of +6 holders.
- The largest FT Vest US Equity Max Buffer ETF March buyer in Q3 2024 was Encompass More Asset Management, an estimated $2.74M added.
- The largest FT Vest US Equity Max Buffer ETF March seller in Q3 2024 was Delta Investment Management, an estimated $7.26M sold.
Based on aggregated 13F filings for Q3 2024.