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QMMY

FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY

37 hedge funds and large institutions have $25.1M invested in FT Vest Nasdaq-100 Moderate Buffer ETF - May in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more funds holding

Funds holding: 34 → 37 (+3)

5.04% less ownership

Funds ownership: 54.38% → 49.34% (-5%)

15% less capital invested

Capital invested by funds: $29.6M → $25.1M (-$4.55M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
7
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$973K
2
SAM
Synergy Asset Management
Washington
+$578K
3
Jane Street
Jane Street
New York
+$501K
4
SG
StoneX Group
New York
+$491K
5
KAS
Kestra Advisory Services
Texas
+$371K

Top Sellers

Rank Fund Capital Flow
1
SP
Sequent Planning
Nebraska
-$4.94M
2
LA
LexAurum Advisors
Kansas
-$1.3M
3
OMC
Old Mission Capital
Illinois
-$994K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$799K
5
MML Investors Services
MML Investors Services
Massachusetts
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$295K +$32K +1,500 +12%
HP
27
Holistic Planning
Texas
$281K – – –
SAW
28
Signal Advisors Wealth
Michigan
$266K -$3.67K -172 -1%
CSP
29
Cary Street Partners
Virginia
$209K +$206K +9,663 New
OP
30
ORG Partners
Indiana
$173K +$171K +8,000 New
AWM
31
AE Wealth Management
Kansas
$135K -$152K -7,127 -53%
DFA
32
DHJJ Financial Advisors
Illinois
$125K – – –
NWMP
33
Noble Wealth Management PBC
Colorado
$64.9K +$64.1K +3,000 New
ACA
34
Aptus Capital Advisors
Alabama
$27K – – –
IA
35
IFP Advisors
Florida
$20K +$19.8K +925 New
GWM
36
Geneos Wealth Management
Colorado
$16.2K +$16K +750 New
Morgan Stanley
37
Morgan Stanley
New York
$43 +$43 +2 New
OMC
38
Old Mission Capital
Illinois
– -$994K -47,527 Closed
MML Investors Services
39
MML Investors Services
Massachusetts
– -$361K -17,237 Closed
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
– -$309K -14,763 Closed
MAWAG
41
Mid-American Wealth Advisory Group
Missouri
– -$295K -14,106 Closed
FWM
42
Foguth Wealth Management
Michigan
– -$261K -12,422 Closed
UBS Group
43
UBS Group
Switzerland
– -$121K -5,764 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$105K -5,002 Closed
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
– -$92K -4,391 Closed
1
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QMMY Hedge Fund Activity: Q4 2024 in Review

37 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) for Q4 2024, worth a combined $25.1M — down 15% from $29.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QMMY positions and 8 closed out — a net gain of 5 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $973K. The largest seller was Sequent Planning, cutting an estimated $4.94M.

  • 37 institutional investors held FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $25.1M of FT Vest Nasdaq-100 Moderate Buffer ETF - May stock for Q4 2024, down 15% quarter-over-quarter.
  • 13 funds opened new FT Vest Nasdaq-100 Moderate Buffer ETF - May positions in Q4 2024 and 8 closed out, a net change of +5 holders.
  • The largest FT Vest Nasdaq-100 Moderate Buffer ETF - May buyer in Q4 2024 was Goldman Sachs, an estimated $973K added.
  • The largest FT Vest Nasdaq-100 Moderate Buffer ETF - May seller in Q4 2024 was Sequent Planning, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2024.