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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

73 hedge funds and large institutions have $133M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 71 → 73 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.08% less ownership

Funds ownership: 74.8% → 73.72% (-1.1%)

6% less capital invested

Capital invested by funds: $141M → $133M (-$8.09M)

69% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 32

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
10
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$965K
2
Jane Street
Jane Street
New York
+$806K
3
Goldman Sachs
Goldman Sachs
New York
+$708K
4
SAW
Signal Advisors Wealth
Michigan
+$469K
5
LPL Financial
LPL Financial
California
+$401K

Top Sellers

Rank Fund Capital Flow
1
AC
AIFG Consultants
New York
-$3.35M
2
RFG
REAP Financial Group
Texas
-$2.9M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.4M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.17M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$894K – – –
OWA
27
Octavia Wealth Advisors
Ohio
$863K -$58.5K -1,677 -6%
FHC
28
First Heartland Consultants
Missouri
$840K +$144K +4,117 +21%
Jane Street
29
Jane Street
New York
$820K +$806K +23,094 New
BFG
30
Bouchey Financial Group
New York
$767K -$25.6K -733 -3%
Goldman Sachs
31
Goldman Sachs
New York
$720K +$708K +20,298 New
SOS
32
Silver Oak Securities
Tennessee
$612K +$89.5K +2,565 +17%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$581K -$4.12K -118 -0.7%
SB
34
Strategic Blueprint
Georgia
$551K -$213K -6,102 -28%
BW
35
Bison Wealth
Georgia
$549K -$69.9K -2,002 -11%
LA
36
LM Advisors
California
$546K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$485K +$68.7K +1,967 +17%
HAS
38
HBW Advisory Services
California
$481K -$49.2K -1,410 -9%
SAW
39
Signal Advisors Wealth
Michigan
$477K +$469K +13,448 New
FWM
40
Foguth Wealth Management
Michigan
$475K -$145K -4,161 -24%
IFG
41
Independent Financial Group
California
$444K +$27.9K +800 +7%
UBS Group
42
UBS Group
Switzerland
$425K +$397K +11,388 +1,970%
Mariner
43
Mariner
Kansas
$408K – – –
HF
44
HRT Financial
New York
$400K +$394K +11,285 New
SFPG
45
Stonebridge Financial Planning Group
Florida
$323K – – –
FPWM
46
FSB Premier Wealth Management
Iowa
$318K -$10.3K -294 -3%
AAS
47
Avantax Advisory Services
Texas
$308K – – –
OMC
48
Old Mission Capital
Illinois
$305K -$507K -14,522 -63%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$287K -$628K -18,000 -69%
OS
50
Objectivity Squared
South Carolina
$280K – – –
1
2
3 4

XMAR Hedge Fund Activity: Q3 2024 in Review

73 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q3 2024, worth a combined $133M — down 5.7% from $141M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XMAR positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 32 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $965K. The largest seller was AIFG Consultants, cutting an estimated $3.35M.

  • 73 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $133M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q3 2024, down 5.7% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q3 2024 was CreativeOne Wealth, an estimated $965K added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q3 2024 was AIFG Consultants, an estimated $3.35M sold.

Based on aggregated 13F filings for Q3 2024.