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FT Vest Growth-100 Buffer ETF March

75 hedge funds and large institutions have $201M invested in FT Vest Growth-100 Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

163% more capital invested

Capital invested by funds: $76.5M → $201M (+$125M)

44% more funds holding

Funds holding: 5275 (+23)

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

24.25% more ownership

Funds ownership: 34.91%59.16% (+24%)

Holders
75
Holders Change
+23
Holders Change %
+44.23%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
28
Increased
23
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$63.1M +$61.8M +2,380,423 New
OWA
2
Outlook Wealth Advisors
Texas
$12.9M +$12.6M +486,502 New
Truist Financial
3
Truist Financial
North Carolina
$10.5M +$2.33M +89,831 +29%
ODFS
4
O'Donnell Financial Services
California
$10.3M -$747K -28,751 -7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.21M +$1.64M +63,208 +26%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.02M +$3.79M +145,768 +93%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.43M +$4.27M +164,282 +141%
Jane Street
8
Jane Street
New York
$6.2M +$6.08M +234,121 New
KCM
9
Kaye Capital Management
California
$5.72M -$225K -8,670 -4%
AWS
10
Atria Wealth Solutions
New York
$5.16M +$4.2M +161,588 +489%
EE
11
EWG Elevate
California
$4.98M +$4.88M +187,972 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.57M +$3.47M +133,676 +345%
LIA
13
Luken Investment Analytics
Tennessee
$4.15M +$4.07M +156,682 New
RA
14
RiverTree Advisors
Florida
$3.79M -$136K -5,238 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.56M +$97.6K +3,760 +3%
RIA
16
Regal Investment Advisors
Michigan
$3.21M +$879K +33,867 +39%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.19M +$1.56M +59,956 +99%
CA
18
Cetera Advisors
Colorado
$3.04M +$709K +27,316 +31%
LPL Financial
19
LPL Financial
California
$2.77M -$621K -23,895 -19%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.32M +$85.7K +3,300 +4%
SDH
21
Sloy Dahl & Holst
Washington
$2.29M
SI
22
Stephens Inc
Arkansas
$1.92M +$1.88M +72,354 New
SPIA
23
Steward Partners Investment Advisory
New York
$1.69M +$698K +26,886 +73%
CFGS
24
Concourse Financial Group Securities
Alabama
$1.59M +$1.42M +54,704 +1,011%
HI
25
Harbour Investments
Wisconsin
$1.54M +$329K +12,682 +28%

QMAR Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Growth-100 Buffer ETF March (QMAR) for Q1 2024, worth a combined $201M — up 163% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new QMAR positions and 5 closed out — a net gain of 23 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Outlook Wealth Advisors, opening a new position worth an estimated $12.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $819K sold.

  • 75 institutional investors held FT Vest Growth-100 Buffer ETF March (QMAR) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $201M of FT Vest Growth-100 Buffer ETF March stock for Q1 2024, up 163% quarter-over-quarter.
  • 28 funds opened new FT Vest Growth-100 Buffer ETF March positions in Q1 2024 and 5 closed out, a net change of +23 holders.
  • The largest FT Vest Growth-100 Buffer ETF March buyer in Q1 2024 was Outlook Wealth Advisors, an estimated $12.6M added.
  • The largest FT Vest Growth-100 Buffer ETF March seller in Q1 2024 was Old Mission Capital, an estimated $819K sold.

Based on aggregated 13F filings for Q1 2024.