FT Vest US Equity Buffer & Premium Income ETF March
XIMR
9 hedge funds and large institutions have $14.7M invested in FT Vest US Equity Buffer & Premium Income ETF March in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
478% more capital invested
Capital invested by funds: $2.54M → $14.7M (+$12.1M)
80% more funds holding
Funds holding: 5 → 9 (+4)
89.28% less ownership
Funds ownership: 163.92% → 74.64% (-89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$848K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
+$771K |
| 4 |
Rockefeller Capital Management
New York
|
+$613K |
| 5 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$965K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cetera Investment Advisers
Schaumburg,
Illinois
| $11.3M | +$10.6M | +340,903 | +1,622% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $855K | +$848K | +27,384 | New |
|
|
CP
3
Castleview Partners
Dallas,
Texas
| $777K | +$771K | +24,884 | New |
|
|
4
Rockefeller Capital Management
New York
| $618K | +$613K | +19,784 | New |
|
|
FPWM
5
FSB Premier Wealth Management
Waterloo,
Iowa
| $529K | +$525K | +16,949 | New |
|
|
BIM
6
Bullseye Investment Management
Cincinnati,
Ohio
| $272K | +$37.8K | +1,220 | +16% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $245K | +$243K | +7,859 | New |
|
|
CIAS
8
Capital Investment Advisory Services
Raleigh,
North Carolina
| $53.1K | – | – | – |
|
|
IAIM
9
International Assets Investment Management
Orlando,
Florida
| $31.2K | +$31K | +1,000 | New |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$965K | -31,153 | Closed |
|
XIMR Hedge Fund Activity: Q2 2024 in Review
9 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) for Q2 2024, worth a combined $14.7M — up 478% from $2.54M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XIMR positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $10.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $965K sold.
- 9 institutional investors held FT Vest US Equity Buffer & Premium Income ETF March (XIMR) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $14.7M of FT Vest US Equity Buffer & Premium Income ETF March stock for Q2 2024, up 478% quarter-over-quarter.
- 6 funds opened new FT Vest US Equity Buffer & Premium Income ETF March positions in Q2 2024 and 1 closed out, a net change of +5 holders.
- The largest FT Vest US Equity Buffer & Premium Income ETF March buyer in Q2 2024 was Cetera Investment Advisers, an estimated $10.6M added.
- The largest FT Vest US Equity Buffer & Premium Income ETF March seller in Q2 2024 was Citadel Advisors, an estimated $965K sold.
Based on aggregated 13F filings for Q2 2024.