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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

65 hedge funds and large institutions have $137M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more funds holding

Funds holding: 60 → 65 (+5)

8.02% more ownership

Funds ownership: 69.79% → 77.81% (+8%)

12% less capital invested

Capital invested by funds: $157M → $137M (-$19.4M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
15
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$9.02M
2
FGG
Financial Guidance Group
Florida
+$9.02M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8M
4
PP
PFS Partners
New Jersey
+$1.88M
5
TCM
Triumph Capital Management
Colorado
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
2
CA
Cetera Advisors
Colorado
-$7.32M
3
KPWS
Kestra Private Wealth Services
Texas
-$4.65M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.18M
5
HI
Harbour Investments
Wisconsin
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$877K +$596K +18,000 +222%
OWA
27
Octavia Wealth Advisors
Ohio
$874K -$33.4K -1,007 -4%
MA
28
Mutual Advisors
Nebraska
$844K -$116K -3,500 -12%
SB
29
Strategic Blueprint
Georgia
$787K -$127K -3,834 -14%
VCM
30
Virtue Capital Management
Tennessee
$595K +$17.8K +538 +3%
BW
31
Bison Wealth
Georgia
$588K +$142K +4,276 +32%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$578K -$131K -3,960 -19%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$561K -$1.32K -40 -0.2%
LA
34
LM Advisors
California
$517K – – –
FHC
35
First Heartland Consultants
Missouri
$431K +$425K +12,827 New
FWM
36
Foguth Wealth Management
Michigan
$409K +$403K +12,172 New
SAW
37
Signal Advisors Wealth
Michigan
$409K +$403K +12,172 New
LNC
38
Lincoln National Corp
Pennsylvania
$366K +$125K +3,767 +53%
GS
39
GTS Securities
New York
$348K +$343K +10,342 New
Jane Street
40
Jane Street
New York
$329K +$120K +3,634 +59%
BFG
41
Bouchey Financial Group
New York
$318K +$314K +9,468 New
FPWM
42
FSB Premier Wealth Management
Iowa
$311K – – –
QCIG
43
Quad-Cities Investment Group
Iowa
$286K -$108K -3,272 -28%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$275K -$494K -14,898 -65%
AAS
45
Avantax Advisory Services
Texas
$260K +$256K +7,721 New
SP
46
Sequent Planning
Nebraska
$250K +$246K +7,431 New
SOS
47
Silver Oak Securities
Tennessee
$248K -$49.9K -1,505 -17%
CAM
48
Cresset Asset Management
Illinois
$227K +$223K +6,744 New
SFPG
49
Stonebridge Financial Planning Group
Florida
$217K -$41.6K -1,255 -16%
FI
50
FWG Investments
Kentucky
$212K +$6.3K +190 +3%
1
2
3

XMAR Hedge Fund Activity: Q1 2024 in Review

65 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q1 2024, worth a combined $137M — down 12% from $157M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMAR positions and 10 closed out — a net gain of 6 holders — while 15 added to existing stakes and 27 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $9.02M. The largest seller was Commonwealth Equity Services, cutting an estimated $24.7M.

  • 65 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $137M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q1 2024, down 12% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q1 2024 and 10 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q1 2024 was Aptus Capital Advisors, an estimated $9.02M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q1 2024 was Commonwealth Equity Services, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2024.