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FT Vest US Equity Buffer & Premium Income ETF March

26 hedge funds and large institutions have $36.7M invested in FT Vest US Equity Buffer & Premium Income ETF March in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

19% more capital invested

Capital invested by funds: $30.7M → $36.7M (+$5.98M)

13% more funds holding

Funds holding: 2326 (+3)

1.69% more ownership

Funds ownership: 83.77%85.46% (+1.7%)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
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
$24.3M +$1.92M +61,551 +9%
SI
2
Stephens Inc
Arkansas
$2.47M +$2.47M +79,156 New
FIA
3
Foundations Investment Advisors
Arizona
$1.15M +$167K +5,373 +17%
TWP
4
Triad Wealth Partners
Kansas
$1.07M +$1.06M +34,169 New
KAS
5
Kestra Advisory Services
Texas
$805K +$132K +4,248 +20%
ARG
6
Advisory Resource Group
Oklahoma
$784K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$749K +$148K +4,757 +25%
CP
8
Castleview Partners
Texas
$736K -$18.2K -584 -2%
FFN
9
Focus Financial Network
Minnesota
$623K +$14K +448 +2%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$500K -$2.09K -67 -0.4%
AWM
11
Accel Wealth Management
Iowa
$414K -$25.1K -804 -6%
OMC
12
Old Mission Capital
Illinois
$329K +$117K +3,746 +55%
CPRC
13
Consolidated Portfolio Review Corp
New York
$328K
MML Investors Services
14
MML Investors Services
Massachusetts
$322K +$113K +3,619 +54%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$312K -$178K -5,700 -36%
FPWM
16
FSB Premier Wealth Management
Iowa
$305K
LMKC
17
L.M. Kohn & Company
Ohio
$269K -$37.4K -1,200 -12%
Jane Street
18
Jane Street
New York
$240K +$240K +7,694 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$233K -$48.5K -1,556 -17%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$204K +$810 +26 +0.4%
Barclays
21
Barclays
United Kingdom
$200K +$50.8K +1,629 +34%
Osaic Holdings
22
Osaic Holdings
Arizona
$137K +$64.3K +2,065 +89%
FFA
23
Farther Finance Advisors
California
$98.3K -$156 -5 -0.2%
CIAS
24
Capital Investment Advisory Services
North Carolina
$53.1K
Jones Financial Companies
25
Jones Financial Companies
Missouri
$15.6K +$15.6K +500 New

XIMR Hedge Fund Activity: Q3 2025 in Review

26 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF March (XIMR) for Q3 2025, worth a combined $36.7M — up 19% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XIMR positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Stephens Inc, opening a new position worth an estimated $2.47M. The largest seller was First Trust Advisors, exiting entirely with an estimated $260K sold.

  • 26 institutional investors held FT Vest US Equity Buffer & Premium Income ETF March (XIMR) as of Q3 2025, up from 23 in Q2 2025.
  • Funds reported $36.7M of FT Vest US Equity Buffer & Premium Income ETF March stock for Q3 2025, up 19% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Buffer & Premium Income ETF March positions in Q3 2025 and 1 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March buyer in Q3 2025 was Stephens Inc, an estimated $2.47M added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF March seller in Q3 2025 was First Trust Advisors, an estimated $260K sold.

Based on aggregated 13F filings for Q3 2025.