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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

38 hedge funds and large institutions have $51.7M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

55.8% more ownership

Funds ownership: 0% → 55.8% (+56%)

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
PFS Partners
New Jersey
+$9.31M
2
HI
Harbour Investments
Wisconsin
+$7.73M
3
AC
AIFG Consultants
New York
+$5.09M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.58M
5
KAS
Kestra Advisory Services
Texas
+$2.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1
PFS Partners
New Jersey
$9.42M +$9.31M +310,622 New
HI
2
Harbour Investments
Wisconsin
$7.83M +$7.73M +258,044 New
AC
3
AIFG Consultants
New York
$5.15M +$5.09M +169,719 New
KAS
4
Kestra Advisory Services
Texas
$2.94M +$2.9M +96,890 New
WP
5
WealthSource Partners
California
$2.75M +$2.72M +90,621 New
PCA
6
Pallas Capital Advisors
Massachusetts
$2.54M +$2.5M +83,305 New
SPIA
7
Steward Partners Investment Advisory
New York
$1.99M +$1.97M +65,600 New
BFEC
8
Benjamin F. Edwards & Company
Missouri
$1.95M +$1.93M +64,280 New
GRP
9
Global Retirement Partners
California
$1.8M +$1.77M +59,047 New
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$1.51M +$1.49M +49,701 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.43M +$1.41M +47,114 New
KPWS
12
Kestra Private Wealth Services
Texas
$1.39M +$1.37M +45,734 New
IAS
13
Insigneo Advisory Services
Florida
$1.31M +$1.3M +43,338 New
BCM
14
Brookstone Capital Management
Illinois
$1.05M +$1.03M +34,316 New
AWM
15
AE Wealth Management
Kansas
$914K +$903K +30,148 New
OWA
16
Octavia Wealth Advisors
Ohio
$901K +$890K +29,693 New
MML Investors Services
17
MML Investors Services
Massachusetts
$568K +$561K +18,732 New
GSAM
18
Grant Street Asset Management
Pennsylvania
$527K +$520K +17,364 New
SOS
19
Silver Oak Securities
Tennessee
$514K +$508K +16,938 New
MA
20
Mutual Advisors
Nebraska
$484K +$479K +15,971 New
HSA
21
HBK Sorce Advisory
Pennsylvania
$455K +$450K +15,017 New
VCM
22
Virtue Capital Management
Tennessee
$448K +$443K +14,779 New
BRWA
23
B. Riley Wealth Advisors
Florida
$416K +$411K +13,700 New
Osaic Holdings
24
Osaic Holdings
Arizona
$405K +$400K +13,357 New
Truist Financial
25
Truist Financial
North Carolina
$400K +$395K +13,192 New
1
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XMAR Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q1 2023, worth a combined $51.7M.

Buyers outnumbered sellers: 38 funds opened new XMAR positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was PFS Partners, opening a new position worth an estimated $9.31M.

  • 38 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q1 2023, up from 0 in Q4 2022.
  • Funds reported $51.7M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q1 2023.
  • 38 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q1 2023 and 0 closed out, a net change of +38 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q1 2023 was PFS Partners, an estimated $9.31M added.

Based on aggregated 13F filings for Q1 2023.