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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

74 hedge funds and large institutions have $119M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 73 → 74 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

6.05% less ownership

Funds ownership: 73.72% → 67.67% (-6.1%)

11% less capital invested

Capital invested by funds: $133M → $119M (-$14.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
11
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.75M
2
CW
CreativeOne Wealth
Kansas
+$705K
3
SCA
Sage Capital Advisors
South Dakota
+$663K
4
AI
Atria Investments
North Carolina
+$576K
5
BIM
Bullseye Investment Management
Ohio
+$383K

Top Sellers

1
RFG
REAP Financial Group
Texas
-$11.2M
2
ACA
Aptus Capital Advisors
Alabama
-$3.54M
3
FGG
Financial Guidance Group
Florida
-$3.54M
4
OIA
OneDigital Investment Advisors
Kansas
-$2.83M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
26
Octavia Wealth Advisors
Ohio
$848K -$32.4K -903 -4%
SOS
27
Silver Oak Securities
Tennessee
$701K +$75.3K +2,098 +12%
Citadel Advisors
28
Citadel Advisors
Florida
$678K +$182K +5,062 +37%
SCA
29
Sage Capital Advisors
South Dakota
$669K +$663K +18,482 New
CSP
30
Cary Street Partners
Virginia
$587K +$582K +16,224 New
AI
31
Atria Investments
North Carolina
$581K +$576K +16,043 New
FHC
32
First Heartland Consultants
Missouri
$576K -$278K -7,755 -33%
LA
33
LM Advisors
California
$557K – – –
BW
34
Bison Wealth
Georgia
$549K -$10.8K -300 -2%
SB
35
Strategic Blueprint
Georgia
$535K -$26.3K -733 -5%
IFG
36
Independent Financial Group
California
$525K +$71.1K +1,982 +16%
SAW
37
Signal Advisors Wealth
Michigan
$480K -$7.14K -199 -1%
FWM
38
Foguth Wealth Management
Michigan
$455K -$33.6K -938 -7%
HAS
39
HBW Advisory Services
California
$447K -$43.2K -1,205 -9%
Mariner
40
Mariner
Kansas
$416K -$1.04K -29 -0.3%
BIM
41
Bullseye Investment Management
Ohio
$386K +$383K +10,667 New
IWM
42
IMG Wealth Management
Florida
$373K +$369K +10,300 New
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$327K +$324K +9,034 New
AWS
44
Atria Wealth Solutions
New York
$324K +$321K +8,943 New
AAS
45
Avantax Advisory Services
Texas
$313K -$502 -14 -0.2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$299K +$5.92K +165 +2%
HIM
47
Hanlon Investment Management
New Jersey
$278K +$276K +7,692 New
AC
48
AIFG Consultants
New York
$268K -$1.63M -45,462 -86%
CAM
49
Cresset Asset Management
Illinois
$244K – – –
SFPG
50
Stonebridge Financial Planning Group
Florida
$233K -$95.6K -2,665 -29%
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XMAR Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q4 2024, worth a combined $119M — down 11% from $133M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMAR positions and 15 closed out — a net gain of 1 holder — while 11 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.75M. The largest seller was REAP Financial Group, cutting an estimated $11.2M.

  • 74 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $119M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q4 2024, down 11% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q4 2024 and 15 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q4 2024 was Envestnet Asset Management, an estimated $5.75M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q4 2024 was REAP Financial Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2024.