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FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR

71 hedge funds and large institutions have $141M 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.

New
Increased
Maintained
Reduced
Closed

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)

3% more capital invested

Capital invested by funds: $137M → $141M (+$3.7M)

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%)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.44M
2
DAS
Diversify Advisory Services
Utah
+$2.75M
3
OIA
OneDigital Investment Advisors
Kansas
+$2.73M
4
KAS
Kestra Advisory Services
Texas
+$2.63M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.11M

Top Sellers

1
HI
Harbour Investments
Wisconsin
-$3.19M
2
CW
CreativeOne Wealth
Kansas
-$1.04M
3
TCM
Triumph Capital Management
Colorado
-$1.02M
4
RFG
REAP Financial Group
Texas
-$978K
5
LPL Financial
LPL Financial
California
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1
REAP Financial Group
Texas
$19.3M -$978K -28,904 -5%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$16.7M +$3.44M +101,793 +27%
PP
3
PFS Partners
New Jersey
$12.8M +$260K +7,671 +2%
ACA
4
Aptus Capital Advisors
Alabama
$9.16M -$246K -7,257 -3%
FGG
5
Financial Guidance Group
Florida
$9.16M -$246K -7,257 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.88M +$385K +11,379 +6%
KAS
7
Kestra Advisory Services
Texas
$5.64M +$2.63M +77,664 +91%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.61M +$806K +23,811 +17%
AC
9
AIFG Consultants
New York
$5.15M -$220K -6,502 -4%
HI
10
Harbour Investments
Wisconsin
$3.85M -$3.19M -94,224 -46%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$3.64M -$51.8K -1,532 -1%
FIA
12
Foundations Investment Advisors
Arizona
$2.99M -$25.5K -755 -0.9%
KPWS
13
Kestra Private Wealth Services
Texas
$2.92M -$732K -21,630 -20%
DAS
14
Diversify Advisory Services
Utah
$2.83M +$2.75M +81,285 New
OIA
15
OneDigital Investment Advisors
Kansas
$2.79M +$2.73M +80,685 New
LPL Financial
16
LPL Financial
California
$2.54M -$788K -23,286 -24%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.49M +$1.08M +31,893 +80%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$2.01M +$7.99K +236 +0.4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.73M +$1.11M +32,834 +191%
AWA
20
Arkadios Wealth Advisors
Georgia
$1.62M -$4.6K -136 -0.3%
HSA
21
HBK Sorce Advisory
Pennsylvania
$1.45M +$33.3K +984 +2%
IAS
22
Insigneo Advisory Services
Florida
$1.43M -$35.5K -1,050 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.43M +$71.2K +2,104 +5%
BCM
24
Brookstone Capital Management
Illinois
$1.23M -$3.08K -91 -0.3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$912K +$616K +18,207 +223%
1
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XMAR Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 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 $141M — up 2.7% 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 $141M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q2 2024, up 2.7% 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.