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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
Jane Street
76
Jane Street
New York
– -$820K -23,094 Closed
BFG
77
Bouchey Financial Group
New York
– -$767K -21,600 Closed
Goldman Sachs
78
Goldman Sachs
New York
– -$720K -20,298 Closed
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
– -$581K -16,367 Closed
HF
80
HRT Financial
New York
– -$400K -11,285 Closed
OMC
81
Old Mission Capital
Illinois
– -$305K -8,596 Closed
OS
82
Objectivity Squared
South Carolina
– -$280K -7,924 Closed
QCIG
83
Quad-Cities Investment Group
Iowa
– -$230K -6,493 Closed
RFC
84
Regions Financial Corp
Alabama
– -$220K -6,193 Closed
MFA
85
Millington Financial Advisors
Illinois
– -$213K -5,996 Closed
CA
86
Claro Advisors
Massachusetts
– -$202K -5,698 Closed
CIAS
87
Capital Investment Advisory Services
North Carolina
– -$47.5K -1,339 Closed
NS
88
NBC Securities
Alabama
– -$29K -840 Closed
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
– -$11.9K -334 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.