We are live on ! Find out more
XMAY

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May

23 hedge funds and large institutions have $16M invested in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70.6% more ownership

Funds ownership: 0%70.6% (+71%)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more funds holding

Funds holding: 2223 (+1)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

53% less capital invested

Capital invested by funds: $34.3M → $16M (-$18.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
Luken Investment Analytics
Tennessee
$5.5M -$15.9M -521,790 -75%
KAS
2
Kestra Advisory Services
Texas
$2.53M +$1.77M +58,061 +249%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.17M -$104K -3,414 -8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.17M +$70.5K +2,315 +7%
MML Investors Services
5
MML Investors Services
Massachusetts
$850K +$834K +27,385 New
Jane Street
6
Jane Street
New York
$754K +$221K +7,264 +43%
FIA
7
Foundations Investment Advisors
Arizona
$630K +$618K +20,285 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$536K -$154K -5,059 -23%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$465K -$826K -27,117 -64%
Osaic Holdings
10
Osaic Holdings
Arizona
$452K -$1.66M -54,585 -79%
AWM
11
Apollon Wealth Management
South Carolina
$418K
BCM
12
Brookstone Capital Management
Illinois
$385K +$670 +22 +0.2%
MFA
13
Millington Financial Advisors
Illinois
$288K +$283K +9,284 New
ASN
14
Advisory Services Network
Georgia
$241K
DI
15
Diligent Investors
California
$222K
UBS Group
16
UBS Group
Switzerland
$184K -$49.7K -1,631 -22%
HI
17
Harbour Investments
Wisconsin
$101K -$1.49M -49,046 -94%
PP
18
PFS Partners
New Jersey
$37.9K
Barclays
19
Barclays
United Kingdom
$21.3K +$20.9K +686 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$16K +$15.2K +500 New
CFGS
21
Concourse Financial Group Securities
Alabama
$15.5K -$58.6K -1,924 -79%
IF
22
Integrity Financial
Wyoming
$6.27K
DFA
23
DHJJ Financial Advisors
Illinois
$5.12K +$5.03K +165 New
OMC
24
Old Mission Capital
Illinois
-$1.07M -35,602 Closed
WP
25
WealthPLAN Partners
Nebraska
-$641K -21,259 Closed

XMAY Hedge Fund Activity: Q3 2024 in Review

23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) for Q3 2024, worth a combined $16M — down 53% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XMAY positions and 5 closed out — a net gain of 1 holder — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $1.77M. The largest seller was Luken Investment Analytics, cutting an estimated $15.9M.

  • 23 institutional investors held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $16M of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May stock for Q3 2024, down 53% quarter-over-quarter.
  • 6 funds opened new FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May positions in Q3 2024 and 5 closed out, a net change of +1 holder.
  • The largest FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May buyer in Q3 2024 was Kestra Advisory Services, an estimated $1.77M added.
  • The largest FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May seller in Q3 2024 was Luken Investment Analytics, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2024.