FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
71 hedge funds and large institutions have $142M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.
101% more capital inflows, than outflows
Capital inflows: $21.1M | Capital outflows: $10.5M
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
9% more funds holding
Funds holding: 65 → 71 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.01% less ownership
Funds ownership: 77.81% → 74.8% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.44M |
| 2 |
Diversify Advisory Services
Sandy,
Utah
|
+$2.75M |
| 3 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.73M |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
+$2.63M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harbour Investments
Madison,
Wisconsin
|
-$3.19M |
| 2 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.04M |
| 3 |
Triumph Capital Management
Denver,
Colorado
|
-$1.02M |
| 4 |
REAP Financial Group
Austin,
Texas
|
-$978K |
| 5 |
LPL Financial
San Diego,
California
|
-$788K |
XMAR Hedge Fund Activity: Q2 2024 in Review
71 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 Q2 2024, worth a combined $142M — up 3.2% from $137M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XMAR positions and 8 closed out — a net gain of 8 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $3.44M. The largest seller was Harbour Investments, cutting an estimated $3.19M.
- 71 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q2 2024, up from 65 in Q1 2024.
- Funds reported $142M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q2 2024, up 3.2% quarter-over-quarter.
- 16 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q2 2024 and 8 closed out, a net change of +8 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q2 2024 was Cetera Investment Advisers, an estimated $3.44M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q2 2024 was Harbour Investments, an estimated $3.19M sold.
Based on aggregated 13F filings for Q2 2024.