FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
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.
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: 2 → 2 (0)
2% less funds holding
Funds holding: 61 → 60 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$206K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$199K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$4.39M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.59M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.36M |
| 5 |
MFA
Millington Financial Advisors
Naperville,
Illinois
|
-$3.16M |
XMAR Hedge Fund Activity: Q4 2023 in Review
60 of the 6,869 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.