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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
CAM
51
Cresset Asset Management
Illinois
$233K – – –
RFC
52
Regions Financial Corp
Alabama
$214K +$210K +6,193 New
TCM
53
Triumph Capital Management
Colorado
$207K -$1.02M -30,000 -83%
MFA
54
Millington Financial Advisors
Illinois
$207K +$203K +5,996 New
RIA
55
Regal Investment Advisors
Michigan
$202K +$198K +5,855 New
CFGS
56
Concourse Financial Group Securities
Alabama
$128K +$29.6K +874 +31%
Comerica Bank
57
Comerica Bank
Texas
$126K – – –
DFA
58
DHJJ Financial Advisors
Illinois
$126K +$61.9K +1,828 +101%
SPIA
59
Steward Partners Investment Advisory
New York
$122K – – –
TLA
60
Tanglewood Legacy Advisors
Texas
$114K – – –
GRP
61
Global Retirement Partners
California
$70.6K +$48.3K +1,428 +233%
IA
62
IFP Advisors
Florida
$67.7K -$99.8K -2,950 -60%
CIAS
63
Capital Investment Advisory Services
North Carolina
$46.3K +$45.3K +1,339 New
NS
64
NBC Securities
Alabama
$29K – – –
IF
65
Integrity Financial
Wyoming
$25.5K +$24.9K +737 New
PS
66
Principal Securities
Iowa
$25.3K – – –
UBS Group
67
UBS Group
Switzerland
$20K +$19.6K +578 New
Morgan Stanley
68
Morgan Stanley
New York
$17.7K +$17.3K +511 New
JP Morgan Chase
69
JP Morgan Chase
New York
$6.78K – – –
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.28K – – –
FHC
71
First Heartland Consultants
Missouri
$675 +$227K +6,712 +52%
CW
72
CreativeOne Wealth
Kansas
– -$1.04M -31,018 Closed
SAW
73
Signal Advisors Wealth
Michigan
– -$409K -12,172 Closed
LNC
74
Lincoln National Corp
Pennsylvania
– -$366K -10,877 Closed
Jane Street
75
Jane Street
New York
– -$329K -9,784 Closed
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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.