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FT Vest US Equity Enhance & Moderate Buffer ETF March

60 hedge funds and large institutions have $157M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.61% more ownership

Funds ownership: 58.18%69.79% (+12%)

1% more capital invested

Capital invested by funds: $155M → $157M (+$2.13M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 6160 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

86% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 37

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
5
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$30.6M -$3.59M -111,442 -11%
RFG
2
REAP Financial Group
Texas
$20.3M +$19.9M +618,883 New
CA
3
Cetera Advisors
Colorado
$15.7M -$4.2M -130,506 -21%
PP
4
PFS Partners
New Jersey
$10.1M -$109K -3,378 -1%
HI
5
Harbour Investments
Wisconsin
$9.16M -$738K -22,918 -8%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.7M +$3.33M +103,458 +64%
KPWS
7
Kestra Private Wealth Services
Texas
$8.1M -$286K -8,881 -3%
AC
8
AIFG Consultants
New York
$5.35M -$93K -2,888 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.64M -$13.4K -415 -0.3%
LPL Financial
10
LPL Financial
California
$4.62M +$1.81M +56,209 +67%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$3.53M -$23.3K -725 -0.7%
WP
12
WealthSource Partners
California
$2.8M -$21.4K -664 -0.8%
FIA
13
Foundations Investment Advisors
Arizona
$2.67M -$364K -11,302 -12%
KAS
14
Kestra Advisory Services
Texas
$2.59M -$1.08M -33,476 -30%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.31M -$612 -19 -0%
SPIA
16
Steward Partners Investment Advisory
New York
$2.28M -$9.66K -300 -0.4%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2.18M -$133K -4,147 -6%
AWA
18
Arkadios Wealth Advisors
Georgia
$1.69M -$32.4K -1,007 -2%
IAS
19
Insigneo Advisory Services
Florida
$1.46M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.22M -$92.2K -2,865 -7%
HSA
21
HBK Sorce Advisory
Pennsylvania
$1.19M
BCM
22
Brookstone Capital Management
Illinois
$1.16M -$31.2K -968 -3%
MA
23
Mutual Advisors
Nebraska
$940K -$32.2K -1,000 -3%
SB
24
Strategic Blueprint
Georgia
$896K -$25.5K -792 -3%
OWA
25
Octavia Wealth Advisors
Ohio
$888K -$45.1K -1,400 -5%

XMAR Hedge Fund Activity: Q4 2023 in Review

60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q4 2023, worth a combined $157M — up 1.4% from $155M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XMAR and 7 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 5 added.

The largest buyer was Osaic Holdings, adding an estimated $3.33M. The largest seller was Cary Street Partners Investment Advisory, cutting an estimated $4.39M.

  • 60 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q4 2023, down from 61 in Q3 2023.
  • Funds reported $157M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q4 2023, up 1.4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q4 2023 was Osaic Holdings, an estimated $3.33M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q4 2023 was Cary Street Partners Investment Advisory, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2023.