We are live on ! Find out more
XMAR icon

FT Vest US Equity Enhance & Moderate Buffer ETF March

61 hedge funds and large institutions have $155M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 5861 (+3)

3.88% more ownership

Funds ownership: 54.29%58.18% (+3.9%)

5% less capital invested

Capital invested by funds: $162M → $155M (-$7.65M)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$1.15M -$1.99K -63 -0.2%
HSA
27
HBK Sorce Advisory
Pennsylvania
$1.15M +$50.5K +1,594 +5%
AWM
28
AE Wealth Management
Kansas
$1.14M +$48.9K +1,544 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$968K +$104K +3,283 +12%
OIA
30
OneDigital Investment Advisors
Kansas
$967K +$481K +15,188 +99%
CAN
31
Cetera Advisor Networks
California
$938K -$47.9K -1,514 -5%
MA
32
Mutual Advisors
Nebraska
$937K
KIA
33
Kraematon Investment Advisors
Massachusetts
$930K -$25.3K -800 -3%
OWA
34
Octavia Wealth Advisors
Ohio
$899K +$1.8K +57 +0.2%
SB
35
Strategic Blueprint
Georgia
$887K +$887K +28,037 New
IWN
36
Independent Wealth Network
Iowa
$728K -$7.28K -230 -1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$546K -$1.15M -36,303 -68%
FPWM
38
FSB Premier Wealth Management
Iowa
$542K
VCM
39
Virtue Capital Management
Tennessee
$488K
BW
40
Bison Wealth
Georgia
$418K
OMC
41
Old Mission Capital
Illinois
$410K -$5.93M -187,294 -94%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$396K +$396K +12,512 New
SOS
43
Silver Oak Securities
Tennessee
$387K
QCIG
44
Quad-Cities Investment Group
Iowa
$373K
AWS
45
Atria Wealth Solutions
New York
$338K -$918 -29 -0.3%
CWG
46
Crown Wealth Group
North Carolina
$323K -$66.8K -2,112 -17%
SFPG
47
Stonebridge Financial Planning Group
Florida
$292K -$26.6K -840 -8%
SG
48
StoneX Group
New York
$267K
SPC
49
Sigma Planning Corp
Michigan
$267K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$256K -$9.5K -300 -4%

XMAR Hedge Fund Activity: Q3 2023 in Review

61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q3 2023, worth a combined $155M — down 4.7% from $162M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMAR positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $2.66M. The largest seller was Old Mission Capital, cutting an estimated $5.93M.

  • 61 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $155M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q3 2023 was LPL Financial, an estimated $2.66M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q3 2023 was Old Mission Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q3 2023.