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FT Vest US Small Cap Moderate Buffer ETF May

43 hedge funds and large institutions have $37.7M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

142% more capital invested

Capital invested by funds: $15.6M → $37.7M (+$22.1M)

48% more funds holding

Funds holding: 2943 (+14)

1% less ownership

Funds ownership: 64.66%63.66% (-1%)

Holders
43
Holders Change
+14
Holders Change %
+48.28%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
16
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$309K +$58.5K +2,554 +24%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$301K +$296K +12,914 New
BIM
28
Bullseye Investment Management
Ohio
$202K +$195K +8,523 New
CFGS
29
Concourse Financial Group Securities
Alabama
$166K +$149K +6,530 +1,109%
SWA
30
SOA Wealth Advisors
New York
$112K +$110K +4,800 New
NS
31
NBC Securities
Alabama
$100K +$19.8K +863 +25%
HI
32
Harbour Investments
Wisconsin
$84.9K +$28.2K +1,234 +51%
DFA
33
DHJJ Financial Advisors
Illinois
$84.3K +$35.8K +1,565 +76%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$72.8K
SPIA
35
Steward Partners Investment Advisory
New York
$52.5K
CAL
36
Capital Analysts LLC
Pennsylvania
$38K +$19.6K +856 +113%
PS
37
Principal Securities
Iowa
$35.2K +$26.7K +1,168 +345%
TWP
38
Triad Wealth Partners
Kansas
$21.8K +$21.4K +935 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6K
ATPW
40
Ashton Thomas Private Wealth
Arizona
$5.41K +$5.31K +232 New
PA
41
PSI Advisors
Florida
$5.06K +$4.97K +217 New
UBS Group
42
UBS Group
Switzerland
$583 +$458 +20 +400%
FHC
43
First Heartland Consultants
Missouri
$224 -$4.88K -213 -2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$821K -35,797 Closed
OMC
45
Old Mission Capital
Illinois
-$616K -26,864 Closed
IP
46
Ignite Planners
California
-$246K -10,770 Closed
Truist Financial
47
Truist Financial
North Carolina
-$217K -9,471 Closed
LJAC
48
L.J. Altfest & Co
New York
-$204K -8,888 Closed

SMAY Hedge Fund Activity: Q2 2024 in Review

43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) for Q2 2024, worth a combined $37.7M — up 142% from $15.6M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMAY positions and 5 closed out — a net gain of 16 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $4.97M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $821K sold.

  • 43 institutional investors held FT Vest US Small Cap Moderate Buffer ETF May (SMAY) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $37.7M of FT Vest US Small Cap Moderate Buffer ETF May stock for Q2 2024, up 142% quarter-over-quarter.
  • 21 funds opened new FT Vest US Small Cap Moderate Buffer ETF May positions in Q2 2024 and 5 closed out, a net change of +16 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May buyer in Q2 2024 was Prospera Financial Services, an estimated $4.97M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May seller in Q2 2024 was Susquehanna International Group, an estimated $821K sold.

Based on aggregated 13F filings for Q2 2024.