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XMAY

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

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.

New
Increased
Maintained
Reduced
Closed

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: 2333 (+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%)

Holders
33
Holders Change
+10
Holders Change %
+43.48%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
Luken Investment Analytics
Tennessee
$5.56M -$42.5K -1,355 -0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.54M +$4.51M +143,753 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.08M +$2.87M +91,567 +243%
KAS
4
Kestra Advisory Services
Texas
$2.69M +$115K +3,681 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$943K +$467K +14,885 +99%
CW
6
CreativeOne Wealth
Kansas
$658K +$653K +20,830 New
LPL Financial
7
LPL Financial
California
$638K +$634K +20,200 New
MML Investors Services
8
MML Investors Services
Massachusetts
$632K -$231K -7,357 -27%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$622K +$76.4K +2,436 +14%
FIA
10
Foundations Investment Advisors
Arizona
$614K -$26.1K -833 -4%
Ameriprise
11
Ameriprise
Minnesota
$528K +$524K +16,710 New
SCA
12
Sage Capital Advisors
South Dakota
$517K +$513K +16,366 New
FHC
13
First Heartland Consultants
Missouri
$484K +$480K +15,314 New
AI
14
Atria Investments
North Carolina
$443K +$440K +14,026 New
AWM
15
Apollon Wealth Management
South Carolina
$425K
BCM
16
Brookstone Capital Management
Illinois
$394K +$2.54K +81 +0.7%
MFA
17
Millington Financial Advisors
Illinois
$381K +$83.7K +2,668 +29%
Citadel Advisors
18
Citadel Advisors
Florida
$328K +$326K +10,382 New
Osaic Holdings
19
Osaic Holdings
Arizona
$282K -$177K -5,647 -39%
AWS
20
Atria Wealth Solutions
New York
$226K +$225K +7,172 New
DI
21
Diligent Investors
California
$226K
Jane Street
22
Jane Street
New York
$220K -$544K -17,331 -71%
HIM
23
Hanlon Investment Management
New Jersey
$215K +$213K +6,800 New
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$210K +$208K +6,640 New
HI
25
Harbour Investments
Wisconsin
$103K

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.