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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

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.