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FT Vest US Equity Max Buffer ETF March

79 hedge funds and large institutions have $341M invested in FT Vest US Equity Max Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more capital invested

Capital invested by funds: $116M → $341M (+$226M)

6% less funds holding

Funds holding: 8479 (-5)

8.51% less ownership

Funds ownership: 58.04%49.53% (-8.5%)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

63% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 30

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
11
Reduced
30
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$265M -$30.7K -1,000 -10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.2M -$2.76M -89,939 -19%
IP
3
Ignite Planners
California
$8.01M -$22.8K -742 -0.3%
KAS
4
Kestra Advisory Services
Texas
$3.22M +$71.2K +2,317 +2%
CAS
5
Coppell Advisory Solutions
Texas
$3.11M +$82.8K +2,694 +3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.1M -$692K -22,513 -18%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$2.11M -$230K -7,500 -10%
BCM
8
Brookstone Capital Management
Illinois
$2.02M -$153K -4,975 -7%
AWS
9
Atria Wealth Solutions
New York
$1.92M -$331K -10,758 -15%
AWM
10
Apollon Wealth Management
South Carolina
$1.84M
WAS
11
WESPAC Advisors SoCal
California
$1.83M
KWA
12
Kingswood Wealth Advisors
California
$1.74M +$837K +27,222 +93%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.57M +$976K +31,772 +165%
IA
14
IFP Advisors
Florida
$1.53M
PG
15
Prostatis Group
Maryland
$1.51M -$1.48M -48,225 -50%
CAM
16
Cresset Asset Management
Illinois
$1.36M -$5.22K -170 -0.4%
OMC
17
Old Mission Capital
Illinois
$1.3M +$548K +17,837 +73%
SAW
18
Signal Advisors Wealth
Michigan
$1.29M -$250K -8,132 -16%
FWM
19
Foguth Wealth Management
Michigan
$1.16M -$399K -12,984 -26%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$1.15M -$123K -4,000 -10%
HP
21
Holistic Planning
Texas
$1.12M
MFS
22
Madrona Financial Services
Washington
$1.07M
NA
23
NewEdge Advisors
Louisiana
$1.03M +$247K +8,043 +32%
CCFM
24
Clear Creek Financial Management
Washington
$997K -$1.18M -38,460 -54%
Jane Street
25
Jane Street
New York
$996K -$376K -12,225 -27%

MARM Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Max Buffer ETF March (MARM) for Q4 2024, worth a combined $341M — up 195% from $116M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MARM and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $976K. The largest seller was Legacy CG, exiting entirely with an estimated $15.2M sold.

  • 79 institutional investors held FT Vest US Equity Max Buffer ETF March (MARM) as of Q4 2024, down from 84 in Q3 2024.
  • Funds reported $341M of FT Vest US Equity Max Buffer ETF March stock for Q4 2024, up 195% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Max Buffer ETF March positions in Q4 2024 and 14 closed out, a net change of -5 holders.
  • The largest FT Vest US Equity Max Buffer ETF March buyer in Q4 2024 was Susquehanna International Group, an estimated $976K added.
  • The largest FT Vest US Equity Max Buffer ETF March seller in Q4 2024 was Legacy CG, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2024.