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FT Vest Fund of Deep Buffer ETFs

76 hedge funds and large institutions have $293M invested in FT Vest Fund of Deep Buffer ETFs in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

30.54% more ownership

Funds ownership: 76.44%106.98% (+31%)

29% more capital invested

Capital invested by funds: $227M → $293M (+$65.8M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 6376 (+13)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
35
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$2.43M +$2.51M +123,925 New
APA
27
American Portfolios Advisors
New York
$2.3M +$545K +26,943 +30%
AWA
28
Arkadios Wealth Advisors
Georgia
$1.88M -$7.86M -388,263 -80%
CAN
29
Cetera Advisor Networks
California
$1.78M -$579K -28,616 -24%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.77M +$92.6K +4,575 +5%
CAL
31
Capital Analysts LLC
Pennsylvania
$1.64M +$312K +15,435 +23%
IAN
32
Integrated Advisors Network
Texas
$1.6M -$97.3K -4,807 -6%
OIA
33
OneDigital Investment Advisors
Kansas
$1.52M +$489K +24,160 +45%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.5M +$1.55M +76,747 New
AWS
35
Atria Wealth Solutions
New York
$1.45M +$199K +9,820 +15%
CCIA
36
Cherry Creek Investment Advisors
Colorado
$1.37M +$664K +32,792 +88%
MA
37
Mutual Advisors
Nebraska
$971K +$344K +17,020 +52%
KWM
38
Kingsview Wealth Management
Oregon
$967K +$212K +10,483 +27%
WWM
39
Western Wealth Management
Colorado
$959K -$178K -8,781 -15%
CA
40
Cetera Advisors
Colorado
$920K +$669K +33,073 +236%
CA
41
Claro Advisors
Massachusetts
$908K +$218K +10,748 +30%
AWA
42
ARQ Wealth Advisors
Arizona
$901K -$10.2K -504 -1%
CW
43
CreativeOne Wealth
Kansas
$885K +$917K +45,288 New
FHC
44
First Heartland Consultants
Missouri
$825K +$234K +11,547 +38%
SPC
45
Sigma Planning Corp
Michigan
$797K +$173K +8,548 +27%
MCC
46
Money Concepts Capital
Florida
$783K -$372K -18,396 -32%
Ameriprise
47
Ameriprise
Minnesota
$754K +$781K +38,607 New
BCM
48
Brookstone Capital Management
Illinois
$696K +$104K +5,152 +17%
SCA
49
Snowden Capital Advisors
New York
$656K +$437K +21,575 +180%
CA
50
Cambridge Advisors
Nebraska
$626K +$133K +6,564 +26%

BUFD Hedge Fund Activity: Q2 2022 in Review

76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q2 2022, worth a combined $293M — up 29% from $227M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BUFD positions and 6 closed out — a net gain of 13 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.3M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $7.86M.

  • 76 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q2 2022, up from 63 in Q1 2022.
  • Funds reported $293M of FT Vest Fund of Deep Buffer ETFs stock for Q2 2022, up 29% quarter-over-quarter.
  • 19 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q2 2022 and 6 closed out, a net change of +13 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q2 2022 was Envestnet Asset Management, an estimated $17.3M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q2 2022 was Arkadios Wealth Advisors, an estimated $7.86M sold.

Based on aggregated 13F filings for Q2 2022.