We are live on ! Find out more
XMAR icon

FT Vest US Equity Enhance & Moderate Buffer ETF March

61 hedge funds and large institutions have $155M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 5861 (+3)

3.88% more ownership

Funds ownership: 54.29%58.18% (+3.9%)

5% less capital invested

Capital invested by funds: $162M → $155M (-$7.65M)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
14
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$33M -$2.61M -82,323 -7%
CA
2
Cetera Advisors
Colorado
$19.3M +$488K +15,407 +3%
PP
3
PFS Partners
New Jersey
$9.78M -$35.3K -1,116 -0.4%
HI
4
Harbour Investments
Wisconsin
$9.53M +$141K +4,456 +2%
KPWS
5
Kestra Private Wealth Services
Texas
$8.07M -$1.24M -39,025 -13%
AC
6
AIFG Consultants
New York
$5.24M -$153K -4,833 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.1M -$422K -13,325 -8%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$4.85M -$270K -8,536 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.48M +$181K +5,727 +4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.97M -$376K -11,877 -9%
KAS
11
Kestra Advisory Services
Texas
$3.55M -$4.51M -142,493 -56%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$3.42M -$14.7K -465 -0.4%
MFA
13
Millington Financial Advisors
Illinois
$3.16M -$41.5K -1,312 -1%
FIA
14
Foundations Investment Advisors
Arizona
$2.92M +$2.57M +81,255 +737%
WP
15
WealthSource Partners
California
$2.72M -$15K -475 -0.6%
LPL Financial
16
LPL Financial
California
$2.66M +$2.66M +84,179 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2.23M +$118K +3,713 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.23M +$891K +28,137 +67%
SPIA
19
Steward Partners Investment Advisory
New York
$2.21M -$3.17K -100 -0.1%
GRP
20
Global Retirement Partners
California
$1.89M +$2.5K +79 +0.1%
AWA
21
Arkadios Wealth Advisors
Georgia
$1.66M +$1.03M +32,568 +165%
Jane Street
22
Jane Street
New York
$1.47M +$1.47M +46,540 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.46M +$1.23M +38,983 +540%
IAS
24
Insigneo Advisory Services
Florida
$1.4M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.26M -$1.01M -31,830 -44%

XMAR Hedge Fund Activity: Q3 2023 in Review

61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q3 2023, worth a combined $155M — down 4.7% from $162M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMAR positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $2.66M. The largest seller was Old Mission Capital, cutting an estimated $5.93M.

  • 61 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $155M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 8 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q3 2023 was LPL Financial, an estimated $2.66M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q3 2023 was Old Mission Capital, an estimated $5.93M sold.

Based on aggregated 13F filings for Q3 2023.