We are live on ! Find out more
XMAR icon

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
SP
51
Sequent Planning
Nebraska
$222K -$38.4K -1,071 -15%
PA
52
PFG Advisors
Arizona
$221K -$28.7K -800 -12%
TCM
53
Triumph Capital Management
Colorado
$217K – – –
FPWM
54
FSB Premier Wealth Management
Iowa
$211K -$112K -3,121 -35%
HP
55
Holistic Planning
Texas
$208K – – –
FI
56
FWG Investments
Kentucky
$200K +$199K +5,536 New
Barclays
57
Barclays
United Kingdom
$200K +$41.6K +1,160 +27%
CFGS
58
Concourse Financial Group Securities
Alabama
$135K +$359 +10 +0.3%
Comerica Bank
59
Comerica Bank
Texas
$132K – – –
DFA
60
DHJJ Financial Advisors
Illinois
$132K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$125K -$6.57K -183 -5%
TLA
62
Tanglewood Legacy Advisors
Texas
$119K – – –
IA
63
IFP Advisors
Florida
$70.9K – – –
GRP
64
Global Retirement Partners
California
$64.2K – – –
IF
65
Integrity Financial
Wyoming
$26.7K – – –
PS
66
Principal Securities
Iowa
$26.5K – – –
GM
67
GeoWealth Management
Illinois
$24.1K +$23.9K +667 New
Morgan Stanley
68
Morgan Stanley
New York
$18.5K – – –
GWM
69
Geneos Wealth Management
Colorado
$17.2K +$17K +475 New
UBS Group
70
UBS Group
Switzerland
$14.2K -$415K -11,574 -97%
AWM
71
AE Wealth Management
Kansas
$10.7K +$10.6K +295 New
AIP
72
Ameritas Investment Partners
Nebraska
$9.05K +$8.97K +250 New
WTFG
73
Wood Tarver Financial Group
Idaho
$5K +$5.31K +148 New
JP Morgan Chase
74
JP Morgan Chase
New York
$1.52K +$1.47K +41 New
OIA
75
OneDigital Investment Advisors
Kansas
– -$2.83M -79,752 Closed
1 2
3
4

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.