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FT Vest US Equity Buffer & Premium Income ETF March

23 hedge funds and large institutions have $30.7M invested in FT Vest US Equity Buffer & Premium Income ETF March in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

92% more funds holding

Funds holding: 1223 (+11)

47% more capital invested

Capital invested by funds: $20.9M → $30.7M (+$9.82M)

15.85% more ownership

Funds ownership: 67.92%83.77% (+16%)

Holders
23
Holders Change
+11
Holders Change %
+91.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$22.4M +$4.62M +150,442 +27%
FIA
2
Foundations Investment Advisors
Arizona
$982K +$966K +31,453 New
ARG
3
Advisory Resource Group
Oklahoma
$783K +$770K +25,091 New
CP
4
Castleview Partners
Texas
$754K +$5.07K +165 +0.7%
KAS
5
Kestra Advisory Services
Texas
$672K +$170K +5,550 +35%
FFN
6
Focus Financial Network
Minnesota
$609K +$599K +19,509 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$600K +$591K +19,238 New
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$502K -$220K -7,172 -31%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$490K +$32.6K +1,061 +7%
AWM
10
Accel Wealth Management
Iowa
$439K +$170K +5,547 +65%
CPRC
11
Consolidated Portfolio Review Corp
New York
$328K +$323K +10,504 New
LMKC
12
L.M. Kohn & Company
Ohio
$307K +$302K +9,825 New
FPWM
13
FSB Premier Wealth Management
Iowa
$304K -$16.1K -525 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$281K +$277K +9,017 New
First Trust Advisors
15
First Trust Advisors
Illinois
$260K +$255K +8,317 New
OMC
16
Old Mission Capital
Illinois
$212K +$209K +6,798 New
MML Investors Services
17
MML Investors Services
Massachusetts
$209K +$206K +6,700 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$203K -$10.4K -340 -5%
Barclays
19
Barclays
United Kingdom
$149K
FFA
20
Farther Finance Advisors
California
$98.3K +$73K +2,377 +307%
Osaic Holdings
21
Osaic Holdings
Arizona
$72.2K +$71K +2,313 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$53.1K
Morgan Stanley
23
Morgan Stanley
New York
$6.15K +$6.05K +197 New
UBS Group
24
UBS Group
Switzerland
-$31K -1,007 Closed

XIMR Hedge Fund Activity: Q2 2025 in Review

23 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) for Q2 2025, worth a combined $30.7M — up 47% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XIMR positions and 1 closed out — a net gain of 11 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.62M. The largest seller was Rockefeller Capital Management, cutting an estimated $220K.

  • 23 institutional investors held FT Vest US Equity Buffer & Premium Income ETF March (XIMR) as of Q2 2025, up from 12 in Q1 2025.
  • Funds reported $30.7M of FT Vest US Equity Buffer & Premium Income ETF March stock for Q2 2025, up 47% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Buffer & Premium Income ETF March positions in Q2 2025 and 1 closed out, a net change of +11 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March buyer in Q2 2025 was Cetera Investment Advisers, an estimated $4.62M added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March seller in Q2 2025 was Rockefeller Capital Management, an estimated $220K sold.

Based on aggregated 13F filings for Q2 2025.