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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

65 hedge funds and large institutions have $137M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more funds holding

Funds holding: 60 → 65 (+5)

8.02% more ownership

Funds ownership: 69.79% → 77.81% (+8%)

12% less capital invested

Capital invested by funds: $157M → $137M (-$19.4M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
15
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$9.02M
2
FGG
Financial Guidance Group
Florida
+$9.02M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8M
4
PP
PFS Partners
New Jersey
+$1.88M
5
TCM
Triumph Capital Management
Colorado
+$1.19M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$24.7M
2
CA
Cetera Advisors
Colorado
-$7.32M
3
KPWS
Kestra Private Wealth Services
Texas
-$4.65M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.18M
5
HI
Harbour Investments
Wisconsin
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1
REAP Financial Group
Texas
$19.7M -$1.08M -32,544 -5%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$12.9M +$8M +241,545 +171%
PP
3
PFS Partners
New Jersey
$12.2M +$1.88M +56,624 +19%
ACA
4
Aptus Capital Advisors
Alabama
$9.15M +$9.02M +272,133 +286,456%
FGG
5
Financial Guidance Group
Florida
$9.15M +$9.02M +272,133 New
CA
6
Cetera Advisors
Colorado
$8.67M -$7.32M -220,971 -46%
HI
7
Harbour Investments
Wisconsin
$6.91M -$2.41M -72,799 -26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.31M -$24.7M -744,268 -80%
AC
9
AIFG Consultants
New York
$5.22M -$245K -7,386 -5%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.65M -$4.18M -126,234 -48%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$3.59M -$18.4K -555 -0.5%
KPWS
12
Kestra Private Wealth Services
Texas
$3.56M -$4.65M -140,249 -57%
LPL Financial
13
LPL Financial
California
$3.26M -$1.44M -43,563 -31%
FIA
14
Foundations Investment Advisors
Arizona
$2.93M +$209K +6,301 +8%
KAS
15
Kestra Advisory Services
Texas
$2.88M +$224K +6,751 +9%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.94M -$278K -8,380 -13%
AWA
17
Arkadios Wealth Advisors
Georgia
$1.58M -$143K -4,310 -8%
IAS
18
Insigneo Advisory Services
Florida
$1.46M -$27.8K -838 -2%
HSA
19
HBK Sorce Advisory
Pennsylvania
$1.37M +$150K +4,512 +12%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.35M -$1M -30,271 -43%
CAN
21
Cetera Advisor Networks
California
$1.33M +$791K +23,872 +153%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.32M +$73.2K +2,210 +6%
TCM
23
Triumph Capital Management
Colorado
$1.21M +$1.19M +36,000 New
BCM
24
Brookstone Capital Management
Illinois
$1.19M – – –
CW
25
CreativeOne Wealth
Kansas
$1.04M +$1.03M +31,018 New
1
2 3

XMAR Hedge Fund Activity: Q1 2024 in Review

65 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q1 2024, worth a combined $137M — down 12% from $157M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMAR positions and 10 closed out — a net gain of 6 holders — while 15 added to existing stakes and 27 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $9.02M. The largest seller was Commonwealth Equity Services, cutting an estimated $24.7M.

  • 65 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $137M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q1 2024, down 12% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q1 2024 and 10 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q1 2024 was Aptus Capital Advisors, an estimated $9.02M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q1 2024 was Commonwealth Equity Services, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2024.