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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

71 hedge funds and large institutions have $141M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

9% more funds holding

Funds holding: 65 → 71 (+6)

3% more capital invested

Capital invested by funds: $137M → $141M (+$3.7M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.01% less ownership

Funds ownership: 77.81% → 74.8% (-3%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.44M
2
DAS
Diversify Advisory Services
Utah
+$2.75M
3
OIA
OneDigital Investment Advisors
Kansas
+$2.73M
4
KAS
Kestra Advisory Services
Texas
+$2.63M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.11M

Top Sellers

1
HI
Harbour Investments
Wisconsin
-$3.19M
2
CW
CreativeOne Wealth
Kansas
-$1.04M
3
TCM
Triumph Capital Management
Colorado
-$1.02M
4
RFG
REAP Financial Group
Texas
-$978K
5
LPL Financial
LPL Financial
California
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$902K – – –
OWA
27
Octavia Wealth Advisors
Ohio
$899K – – –
MA
28
Mutual Advisors
Nebraska
$871K – – –
OMC
29
Old Mission Capital
Illinois
$799K +$782K +23,118 New
BFG
30
Bouchey Financial Group
New York
$772K +$435K +12,865 +136%
SB
31
Strategic Blueprint
Georgia
$747K -$60.6K -1,790 -8%
VCM
32
Virtue Capital Management
Tennessee
$624K +$3.11K +92 +0.5%
FWM
33
Foguth Wealth Management
Michigan
$607K +$182K +5,393 +44%
BW
34
Bison Wealth
Georgia
$588K – – –
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$570K -$7.11K -210 -1%
LA
36
LM Advisors
California
$531K – – –
HAS
37
HBW Advisory Services
California
$517K +$506K +14,962 New
SOS
38
Silver Oak Securities
Tennessee
$508K +$247K +7,307 +99%
IFG
39
Independent Financial Group
California
$405K +$396K +11,707 New
Citadel Advisors
40
Citadel Advisors
Florida
$405K +$396K +11,703 New
Mariner
41
Mariner
Kansas
$398K +$389K +11,509 New
GS
42
GTS Securities
New York
$342K -$14.9K -441 -4%
QCIG
43
Quad-Cities Investment Group
Iowa
$332K +$37K +1,094 +13%
FPWM
44
FSB Premier Wealth Management
Iowa
$320K – – –
SFPG
45
Stonebridge Financial Planning Group
Florida
$315K +$90.2K +2,665 +41%
AAS
46
Avantax Advisory Services
Texas
$300K +$32.1K +949 +12%
OS
47
Objectivity Squared
South Carolina
$277K +$268K +7,924 New
Wolverine Trading
48
Wolverine Trading
Illinois
$268K +$263K +7,765 New
SP
49
Sequent Planning
Nebraska
$246K -$11.1K -327 -4%
PA
50
PFG Advisors
Arizona
$239K +$30.5K +900 +15%
1
2
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XMAR Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q2 2024, worth a combined $141M — up 2.7% from $137M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMAR positions and 8 closed out — a net gain of 8 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.44M. The largest seller was Harbour Investments, cutting an estimated $3.19M.

  • 71 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q2 2024, up from 65 in Q1 2024.
  • Funds reported $141M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q2 2024 was Cetera Investment Advisers, an estimated $3.44M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q2 2024 was Harbour Investments, an estimated $3.19M sold.

Based on aggregated 13F filings for Q2 2024.