We are live on ! Find out more
QMMY

FT Vest Nasdaq-100 Moderate Buffer ETF - May

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: 3437 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.5M +$45.5K +2,129 +1%
KAS
2
Kestra Advisory Services
Texas
$2.15M +$371K +17,353 +21%
SP
3
Sequent Planning
Nebraska
$1.97M -$4.94M -231,135 -72%
LA
4
LexAurum Advisors
Kansas
$1.55M -$1.3M -60,791 -46%
Raymond James Financial
5
Raymond James Financial
Florida
$1.41M +$1.39M +65,086 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.28M -$183K -8,558 -13%
BIM
7
Bullseye Investment Management
Ohio
$1.19M -$313K -14,638 -21%
Citadel Advisors
8
Citadel Advisors
Florida
$1.12M +$133K +6,214 +14%
Goldman Sachs
9
Goldman Sachs
New York
$985K +$973K +45,537 New
Jane Street
10
Jane Street
New York
$932K +$501K +23,466 +120%
Osaic Holdings
11
Osaic Holdings
Arizona
$882K -$4.49K -210 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$880K -$94.8K -4,436 -10%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$665K -$799K -37,401 -55%
SAM
14
Synergy Asset Management
Washington
$585K +$578K +27,040 New
CAL
15
Capital Analysts LLC
Pennsylvania
$519K
HI
16
Harbour Investments
Wisconsin
$510K
SG
17
StoneX Group
New York
$497K +$491K +23,000 New
GFG
18
Grantvest Financial Group
New Jersey
$457K +$452K +21,146 New
CWS
19
Cypress Wealth Services
California
$373K
FIA
20
Foundations Investment Advisors
Arizona
$362K
SWP
21
Sagespring Wealth Partners
Tennessee
$350K +$346K +16,191 New
AIP
22
Ameritas Investment Partners
Nebraska
$337K +$323K +15,105 +3,021%
SS
23
Sunbelt Securities
Texas
$329K +$85.5K +4,000 +36%
LWM
24
Laidlaw Wealth Management
New York
$316K
USCWA
25
U.S. Capital Wealth Advisors
Texas
$316K +$312K +14,593 New

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.