FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
73 hedge funds and large institutions have $133M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 32 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 71 → 73 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.08% less ownership
Funds ownership: 74.8% → 73.72% (-1.1%)
6% less capital invested
Capital invested by funds: $141M → $133M (-$8.09M)
69% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$965K |
| 2 |
Jane Street
New York
|
+$806K |
| 3 |
Goldman Sachs
New York
|
+$708K |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$469K |
| 5 |
LPL Financial
San Diego,
California
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$3.35M |
| 2 |
RFG
REAP Financial Group
Austin,
Texas
|
-$2.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.4M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.17M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$830K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wolverine Trading
Chicago,
Illinois
| – | -$268K | -7,765 | Closed |
|
|
RIA
77
Regal Investment Advisors
Kentwood,
Michigan
| – | -$202K | -5,855 | Closed |
|
78
JP Morgan Chase
New York
| – | -$6.78K | -196 | Closed |
|
|
GWANC
79
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$3.28K | -95 | Closed |
|
XMAR Hedge Fund Activity: Q3 2024 in Review
73 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q3 2024, worth a combined $133M — down 5.7% from $141M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XMAR positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 32 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $965K. The largest seller was AIFG Consultants, cutting an estimated $3.35M.
- 73 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q3 2024, up from 71 in Q2 2024.
- Funds reported $133M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q3 2024, down 5.7% quarter-over-quarter.
- 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q3 2024 and 6 closed out, a net change of +3 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q3 2024 was CreativeOne Wealth, an estimated $965K added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q3 2024 was AIFG Consultants, an estimated $3.35M sold.
Based on aggregated 13F filings for Q3 2024.