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FT Vest US Small Cap Moderate Buffer ETF May

52 hedge funds and large institutions have $36.7M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $38.2M → $36.7M (-$1.49M)

4.82% less ownership

Funds ownership: 53.15%48.32% (-4.8%)

5% less funds holding

Funds holding: 5552 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPL
26
Fortress Private Ledger
North Carolina
$352K -$59.1K -2,399 -14%
SPC
27
Sigma Planning Corp
Michigan
$342K -$10.6K -431 -3%
Mariner
28
Mariner
Kansas
$337K -$105K -4,275 -23%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$303K
AWE
30
Avidian Wealth Enterprises
Texas
$301K -$90.9K -3,693 -22%
GWM
31
Geneos Wealth Management
Colorado
$295K +$155K +6,280 +100%
WTFG
32
Wood Tarver Financial Group
Idaho
$267K
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$253K -$328K -13,337 -55%
SWA
34
SOA Wealth Advisors
New York
$239K +$12.2K +495 +5%
NA
35
NewEdge Advisors
Louisiana
$223K +$3.54K +144 +2%
UBS Group
36
UBS Group
Switzerland
$201K +$211K +8,583 New
UAG
37
United Advisor Group
Ohio
$200K -$1.67K -68 -0.8%
HI
38
Harbour Investments
Wisconsin
$89.7K
NS
39
NBC Securities
Alabama
$89K +$93.4K +3,795 +126,500%
CAL
40
Capital Analysts LLC
Pennsylvania
$86K +$10.4K +423 +13%
AWM
41
AE Wealth Management
Kansas
$83.8K -$122K -4,971 -58%
DFA
42
DHJJ Financial Advisors
Illinois
$82.9K
LFG
43
Larson Financial Group
Missouri
$79.1K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$72.4K -$812 -33 -1%
SPIA
45
Steward Partners Investment Advisory
New York
$52.8K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$47K
PS
47
Principal Securities
Iowa
$37.4K
IA
48
IFP Advisors
Florida
$37K +$38.9K +1,579 New
NWMP
49
Noble Wealth Management PBC
Colorado
$35.2K
SS
50
Sunbelt Securities
Texas
$21.9K

SMAY Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) for Q1 2025, worth a combined $36.7M — down 3.9% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SMAY and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 11 added.

The largest buyer was Maia Wealth, opening a new position worth an estimated $4.42M. The largest seller was Stephens Inc, exiting entirely with an estimated $2.04M sold.

  • 52 institutional investors held FT Vest US Small Cap Moderate Buffer ETF May (SMAY) as of Q1 2025, down from 55 in Q4 2024.
  • Funds reported $36.7M of FT Vest US Small Cap Moderate Buffer ETF May stock for Q1 2025, down 3.9% quarter-over-quarter.
  • 6 funds opened new FT Vest US Small Cap Moderate Buffer ETF May positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May buyer in Q1 2025 was Maia Wealth, an estimated $4.42M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF May seller in Q1 2025 was Stephens Inc, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2025.