FT Vest US Small Cap Moderate Buffer ETF May
SMAY
55 hedge funds and large institutions have $38.2M invested in FT Vest US Small Cap Moderate Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
2% more funds holding
Funds holding: 54 → 55 (+1)
5.41% less ownership
Funds ownership: 58.56% → 53.15% (-5.4%)
14% less capital invested
Capital invested by funds: $44.6M → $38.2M (-$6.41M)
62% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$581K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$547K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$465K |
| 4 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$354K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.37M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.73M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$868K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$770K |
SMAY Hedge Fund Activity: Q4 2024 in Review
55 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) for Q4 2024, worth a combined $38.2M — down 14% from $44.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SMAY positions and 7 closed out — a net gain of 3 holders — while 8 added to existing stakes and 21 trimmed.
The largest buyer was Encompass More Asset Management, adding an estimated $581K. The largest seller was MML Investors Services, cutting an estimated $2.37M.
- 55 institutional investors held FT Vest US Small Cap Moderate Buffer ETF May (SMAY) as of Q4 2024, up from 54 in Q3 2024.
- Funds reported $38.2M of FT Vest US Small Cap Moderate Buffer ETF May stock for Q4 2024, down 14% quarter-over-quarter.
- 10 funds opened new FT Vest US Small Cap Moderate Buffer ETF May positions in Q4 2024 and 7 closed out, a net change of +3 holders.
- The largest FT Vest US Small Cap Moderate Buffer ETF May buyer in Q4 2024 was Encompass More Asset Management, an estimated $581K added.
- The largest FT Vest US Small Cap Moderate Buffer ETF May seller in Q4 2024 was MML Investors Services, an estimated $2.37M sold.
Based on aggregated 13F filings for Q4 2024.