FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
XMAY
33 hedge funds and large institutions have $26.1M invested in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
63% more capital invested
Capital invested by funds: $16M → $26.1M (+$10.1M)
43% more funds holding
Funds holding: 23 → 33 (+10)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
6.08% less ownership
Funds ownership: 70.6% → 64.52% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.51M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.87M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$653K |
| 4 |
LPL Financial
San Diego,
California
|
+$634K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.17M |
| 2 |
Jane Street
New York
|
-$544K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$241K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$231K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
26
PFS Partners
Mine Hill,
New Jersey
| $38.6K | – | – | – |
|
27
Barclays
London,
United Kingdom
| $32.8K | +$11.1K | +353 | +51% |
|
|
GM
28
GeoWealth Management
Chicago,
Illinois
| $18.7K | +$18.5K | +591 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | – | – | – |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $16K | – | – | – |
|
|
IF
31
Integrity Financial
Cheyenne,
Wyoming
| $6.38K | – | – | – |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $5.21K | – | – | – |
|
|
AWM
33
AE Wealth Management
Topeka,
Kansas
| $1.67K | +$1.66K | +53 | New |
|
|
34
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.17M | -37,590 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$241K | -7,984 | Closed |
|
|
36
UBS Group
Zurich,
Switzerland
| – | -$184K | -5,913 | Closed |
|
XMAY Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) for Q4 2024, worth a combined $26.1M — up 63% from $16M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XMAY positions and 3 closed out — a net gain of 10 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.51M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.17M sold.
- 33 institutional investors held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) as of Q4 2024, up from 23 in Q3 2024.
- Funds reported $26.1M of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May stock for Q4 2024, up 63% quarter-over-quarter.
- 13 funds opened new FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May positions in Q4 2024 and 3 closed out, a net change of +10 holders.
- The largest FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May buyer in Q4 2024 was Envestnet Asset Management, an estimated $4.51M added.
- The largest FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $1.17M sold.
Based on aggregated 13F filings for Q4 2024.