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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$9.02M |
| 2 |
FGG
Financial Guidance Group
Palm Harbor,
Florida
|
+$9.02M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8M |
| 4 |
PP
PFS Partners
Mine Hill,
New Jersey
|
+$1.88M |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$24.7M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$7.32M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$4.65M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.18M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.41M |
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.