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FT Vest US Equity Enhance & Moderate Buffer ETF March

73 hedge funds and large institutions have $115M invested in FT Vest US Equity Enhance & Moderate Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 67.67%67.38% (-0.29%)

4% less capital invested

Capital invested by funds: $119M → $115M (-$4.2M)

1% less funds holding

Funds holding: 7473 (-1)

77% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 39

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
9
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$14.5M -$230K -6,290 -2%
PP
2
PFS Partners
New Jersey
$11.8M -$1.34M -36,707 -10%
KAS
3
Kestra Advisory Services
Texas
$6.56M +$687K +18,781 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.43M -$918K -25,106 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.42M -$182K -4,988 -3%
ACA
6
Aptus Capital Advisors
Alabama
$5.9M -$64K -1,750 -1%
FGG
7
Financial Guidance Group
Florida
$5.9M -$64K -1,750 -1%
RFG
8
REAP Financial Group
Texas
$5.22M -$722K -19,744 -12%
AA
9
Armis Advisers
Georgia
$5.15M -$794K -21,699 -13%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.63M +$4.61M +125,922 +307,127%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.81M -$286K -7,827 -7%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$3.63M -$16K -437 -0.4%
FIA
13
Foundations Investment Advisors
Arizona
$2.99M -$56.7K -1,551 -2%
KPWS
14
Kestra Private Wealth Services
Texas
$2.61M -$52.2K -1,427 -2%
LPL Financial
15
LPL Financial
California
$2.55M -$233K -6,360 -8%
HI
16
Harbour Investments
Wisconsin
$1.95M -$1.72M -46,980 -47%
CW
17
CreativeOne Wealth
Kansas
$1.65M -$86K -2,350 -5%
IAS
18
Insigneo Advisory Services
Florida
$1.56M
DAS
19
Diversify Advisory Services
Utah
$1.52M -$612K -16,740 -29%
AWA
20
Arkadios Wealth Advisors
Georgia
$1.47M +$49.6K +1,355 +3%
HSA
21
HBK Sorce Advisory
Pennsylvania
$1.42M -$43.8K -1,196 -3%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.31M +$89.2K +2,439 +7%
BCM
23
Brookstone Capital Management
Illinois
$1.21M -$11.3K -308 -0.9%
MA
24
Mutual Advisors
Nebraska
$901K -$14.6K -400 -2%
OWA
25
Octavia Wealth Advisors
Ohio
$861K

XMAR Hedge Fund Activity: Q1 2025 in Review

73 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) for Q1 2025, worth a combined $115M — down 3.5% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XMAR positions and 9 closed out — a net gain of 1 holder — while 9 added to existing stakes and 39 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.61M. The largest seller was Harbour Investments, cutting an estimated $1.72M.

  • 73 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) as of Q1 2025, down from 74 in Q4 2024.
  • Funds reported $115M of FT Vest US Equity Enhance & Moderate Buffer ETF March stock for Q1 2025, down 3.5% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF March positions in Q1 2025 and 9 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March buyer in Q1 2025 was JP Morgan Chase, an estimated $4.61M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF March seller in Q1 2025 was Harbour Investments, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2025.