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FT Vest US Equity Enhance & Moderate Buffer ETF March

58 hedge funds and large institutions have $162M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

480% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 5

214% more capital invested

Capital invested by funds: $51.7M → $162M (+$111M)

53% more funds holding

Funds holding: 3858 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.5% less ownership

Funds ownership: 55.8%54.29% (-1.5%)

Holders
58
Holders Change
+20
Holders Change %
+52.63%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
29
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$35.4M +$29.9M +972,639 +636%
CA
2
Cetera Advisors
Colorado
$18.7M +$18.3M +593,952 New
PP
3
PFS Partners
New Jersey
$9.76M -$14.1K -458 -0.1%
HI
4
Harbour Investments
Wisconsin
$9.34M +$1.19M +38,858 +15%
KPWS
5
Kestra Private Wealth Services
Texas
$9.25M +$7.64M +248,448 +543%
KAS
6
Kestra Advisory Services
Texas
$8.01M +$4.85M +157,879 +163%
OMC
7
Old Mission Capital
Illinois
$6.3M +$6.16M +200,263 New
Osaic Holdings
8
Osaic Holdings
Arizona
$5.49M +$4.95M +161,073 +1,206%
AC
9
AIFG Consultants
New York
$5.36M +$24.3K +789 +0.5%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$5.09M +$4.97M +161,759 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.32M +$4.23M +137,440 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.27M +$3.8M +123,682 +1,027%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$3.41M +$1.81M +58,797 +118%
MFA
14
Millington Financial Advisors
Illinois
$3.19M +$3.11M +101,267 New
WP
15
WealthSource Partners
California
$2.72M -$132K -4,283 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.25M +$755K +24,562 +52%
SPIA
17
Steward Partners Investment Advisory
New York
$2.2M +$130K +4,218 +6%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$2.1M +$72.8K +2,368 +4%
GRP
19
Global Retirement Partners
California
$1.88M +$22.1K +719 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.69M +$1.65M +53,572 New
IAS
21
Insigneo Advisory Services
Florida
$1.39M +$29.4K +955 +2%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.33M +$721K +23,450 +125%
BCM
23
Brookstone Capital Management
Illinois
$1.14M +$65.5K +2,129 +6%
HSA
24
HBK Sorce Advisory
Pennsylvania
$1.09M +$606K +19,699 +131%
AWM
25
AE Wealth Management
Kansas
$1.08M +$132K +4,301 +14%

XMAR Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q2 2023, worth a combined $162M — up 214% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new XMAR positions and 4 closed out — a net gain of 20 holders — while 29 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $29.9M. The largest seller was Pallas Capital Advisors, exiting entirely with an estimated $2.54M sold.

  • 58 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $162M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q2 2023, up 214% quarter-over-quarter.
  • 24 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q2 2023 and 4 closed out, a net change of +20 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q2 2023 was Commonwealth Equity Services, an estimated $29.9M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q2 2023 was Pallas Capital Advisors, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2023.