FT Vest US Equity Buffer & Premium Income ETF March
XIMR
13 hedge funds and large institutions have $19.4M invested in FT Vest US Equity Buffer & Premium Income ETF March in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
8% more capital invested
Capital invested by funds: $18M → $19.4M (+$1.46M)
11.57% less ownership
Funds ownership: 86.73% → 75.16% (-12%)
19% less funds holding
Funds holding: 16 → 13 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$203K |
| 4 |
Rockefeller Capital Management
New York
|
+$119K |
| 5 |
Barclays
London,
United Kingdom
|
+$46.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$472K |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$228K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$60K |
| 4 |
FPWM
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$11.2K |
| 5 |
Morgan Stanley
New York
|
-$6.8K |
XIMR Hedge Fund Activity: Q4 2024 in Review
13 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) for Q4 2024, worth a combined $19.4M — up 8.1% from $18M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of XIMR and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 7 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.65M. The largest seller was Citadel Advisors, exiting entirely with an estimated $472K sold.
- 13 institutional investors held FT Vest US Equity Buffer & Premium Income ETF March (XIMR) as of Q4 2024, down from 16 in Q3 2024.
- Funds reported $19.4M of FT Vest US Equity Buffer & Premium Income ETF March stock for Q4 2024, up 8.1% quarter-over-quarter.
- 1 fund opened new FT Vest US Equity Buffer & Premium Income ETF March positions in Q4 2024 and 4 closed out, a net change of -3 holders.
- The largest FT Vest US Equity Buffer & Premium Income ETF March buyer in Q4 2024 was Cetera Investment Advisers, an estimated $1.65M added.
- The largest FT Vest US Equity Buffer & Premium Income ETF March seller in Q4 2024 was Citadel Advisors, an estimated $472K sold.
Based on aggregated 13F filings for Q4 2024.