We are live on ! Find out more
QMMY

FT Vest Nasdaq-100 Moderate Buffer ETF - May

34 hedge funds and large institutions have $29.6M invested in FT Vest Nasdaq-100 Moderate Buffer ETF - May in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

70% more funds holding

Funds holding: 2034 (+14)

54.38% more ownership

Funds ownership: 0%54.38% (+54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less capital invested

Capital invested by funds: $83.2M → $29.6M (-$53.6M)

Holders
34
Holders Change
+14
Holders Change %
+70%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$6.74M -$61.5M -3,001,185 -90%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.34M +$3.27M +159,616 New
LA
3
LexAurum Advisors
Kansas
$2.77M +$2.36M +115,230 +669%
KAS
4
Kestra Advisory Services
Texas
$1.72M +$1.02M +49,552 +152%
BIM
5
Bullseye Investment Management
Ohio
$1.5M -$990K -48,341 -41%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.43M +$223K +10,906 +19%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.42M +$316K +15,402 +29%
OMC
8
Old Mission Capital
Illinois
$994K +$639K +31,172 +191%
RJA
9
Raymond James & Associates
Florida
$982K +$153K +7,476 +19%
Citadel Advisors
10
Citadel Advisors
Florida
$953K +$446K +21,770 +92%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$945K +$147K +7,173 +19%
Osaic Holdings
12
Osaic Holdings
Arizona
$858K -$659K -32,158 -44%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$553K +$103K +5,040 +24%
CAL
14
Capital Analysts LLC
Pennsylvania
$502K +$20.1K +983 +4%
HI
15
Harbour Investments
Wisconsin
$494K
Jane Street
16
Jane Street
New York
$411K +$402K +19,625 New
CWS
17
Cypress Wealth Services
California
$361K +$354K +17,273 New
MML Investors Services
18
MML Investors Services
Massachusetts
$361K +$353K +17,237 New
FIA
19
Foundations Investment Advisors
Arizona
$350K +$343K +16,726 New
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$309K +$302K +14,763 New
LWM
21
Laidlaw Wealth Management
New York
$305K
MAWAG
22
Mid-American Wealth Advisory Group
Missouri
$295K +$289K +14,106 New
AWM
23
AE Wealth Management
Kansas
$280K +$54.7K +2,670 +25%
HP
24
Holistic Planning
Texas
$272K +$266K +13,000 New
SAW
25
Signal Advisors Wealth
Michigan
$261K +$255K +12,458 New

QMMY Hedge Fund Activity: Q3 2024 in Review

34 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) for Q3 2024, worth a combined $29.6M — down 64% from $83.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new QMMY positions and 2 closed out — a net gain of 14 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $3.27M. The largest seller was Sequent Planning, cutting an estimated $61.5M.

  • 34 institutional investors held FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) as of Q3 2024, up from 20 in Q2 2024.
  • Funds reported $29.6M of FT Vest Nasdaq-100 Moderate Buffer ETF - May stock for Q3 2024, down 64% quarter-over-quarter.
  • 16 funds opened new FT Vest Nasdaq-100 Moderate Buffer ETF - May positions in Q3 2024 and 2 closed out, a net change of +14 holders.
  • The largest FT Vest Nasdaq-100 Moderate Buffer ETF - May buyer in Q3 2024 was Janney Montgomery Scott, an estimated $3.27M added.
  • The largest FT Vest Nasdaq-100 Moderate Buffer ETF - May seller in Q3 2024 was Sequent Planning, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2024.