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FT Vest US Equity Enhance & Moderate Buffer ETF March

60 hedge funds and large institutions have $157M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.61% more ownership

Funds ownership: 58.18%69.79% (+12%)

1% more capital invested

Capital invested by funds: $155M → $157M (+$2.13M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 6160 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

86% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 37

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
5
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$759K +$187K +5,801 +34%
IWN
27
Independent Wealth Network
Iowa
$746K -$11.2K -347 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$695K -$3.36M -104,417 -83%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$668K -$331K -10,278 -34%
OIA
30
OneDigital Investment Advisors
Kansas
$570K -$425K -13,218 -43%
VCM
31
Virtue Capital Management
Tennessee
$568K +$56K +1,741 +11%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$550K -$4.39M -136,488 -89%
AWM
33
AE Wealth Management
Kansas
$530K -$642K -19,933 -55%
CAN
34
Cetera Advisor Networks
California
$513K -$452K -14,046 -47%
LA
35
LM Advisors
California
$506K +$495K +15,380 New
BW
36
Bison Wealth
Georgia
$434K
PS
37
Principal Securities
Iowa
$415K +$406K +12,607 New
QCIG
38
Quad-Cities Investment Group
Iowa
$388K
OMC
39
Old Mission Capital
Illinois
$377K -$48.7K -1,513 -12%
SRA
40
Secured Retirement Advisors
Minnesota
$308K +$301K +9,357 New
FPWM
41
FSB Premier Wealth Management
Iowa
$304K -$253K -7,875 -46%
GRP
42
Global Retirement Partners
California
$301K -$1.63M -50,690 -85%
SOS
43
Silver Oak Securities
Tennessee
$292K -$108K -3,354 -27%
CWG
44
Crown Wealth Group
North Carolina
$280K -$54.4K -1,691 -17%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$266K
SFPG
46
Stonebridge Financial Planning Group
Florida
$253K -$48.8K -1,515 -16%
AWS
47
Atria Wealth Solutions
New York
$239K -$110K -3,407 -32%
LNC
48
Lincoln National Corp
Pennsylvania
$234K
Wolverine Trading
49
Wolverine Trading
Illinois
$210K +$206K +6,399 New
ACM
50
Arlington Capital Management
Illinois
$203K +$199K +6,169 New

XMAR Hedge Fund Activity: Q4 2023 in Review

60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q4 2023, worth a combined $157M — up 1.4% from $155M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XMAR and 7 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 5 added.

The largest buyer was Osaic Holdings, adding an estimated $3.33M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $4.39M.

  • 60 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q4 2023, down from 61 in Q3 2023.
  • Funds reported $157M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q4 2023, up 1.4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q4 2023 was Osaic Holdings, an estimated $3.33M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q4 2023 was Cary Street Partners Investment Advisory, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2023.