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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
Osaic Holdings
1
Osaic Holdings
Arizona
$5.48M +$567K +23,017 +11%
MW
2
Maia Wealth
Colorado
$4.11M +$4.42M +179,612 New
EMAM
3
Encompass More Asset Management
California
$2.67M +$10.5K +426 +0.4%
HIS
4
Harvest Investment Services
Illinois
$1.53M -$282K -11,466 -15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.52M -$168K -6,809 -10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.32M -$636K -25,836 -31%
JIP
7
Jaffetilchin Investment Partners
Florida
$1.17M +$488K +19,817 +66%
LPL Financial
8
LPL Financial
California
$1.13M -$164K -6,651 -12%
AWS
9
Atria Wealth Solutions
New York
$1.09M -$462K -18,770 -29%
ASN
10
Advisory Services Network
Georgia
$1.06M +$1.11M +45,285 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.04M +$76.6K +3,112 +8%
ATS
12
Ashton Thomas Securities
New York
$1.03M +$1.08M +43,907 New
Raymond James Financial
13
Raymond James Financial
Florida
$968K +$216K +8,759 +27%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$945K -$4.97K -202 -0.5%
Citadel Advisors
15
Citadel Advisors
Florida
$916K +$961K +39,056 New
DLHL
16
Donald L. Hagan LLC
Florida
$899K -$841K -34,155 -47%
FHC
17
First Heartland Consultants
Missouri
$826K -$6.15K -250 -0.7%
NAM
18
NorthCrest Asset Manangement
Minnesota
$818K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$750K -$8.44K -343 -1%
FPWM
20
FSB Premier Wealth Management
Iowa
$666K -$6.15K -250 -0.9%
KAS
21
Kestra Advisory Services
Texas
$605K -$73.8K -3,000 -10%
IP
22
Ignite Planners
California
$572K +$2.95K +120 +0.5%
GFG
23
Grantvest Financial Group
New Jersey
$569K -$4.11K -167 -0.7%
SG
24
StoneX Group
New York
$508K -$49.2K -2,000 -8%
SWM
25
Spire Wealth Management
Virginia
$382K -$55.8K -2,266 -12%

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.