We are live on ! Find out more
BUFD icon

FT Vest Fund of Deep Buffer ETFs

84 hedge funds and large institutions have $404M invested in FT Vest Fund of Deep Buffer ETFs in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $375M → $404M (+$29.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 8584 (-1)

61.85% less ownership

Funds ownership: 140.12%78.27% (-62%)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
36
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$3.1M -$1.6M -81,452 -34%
AWA
27
Arkadios Wealth Advisors
Georgia
$3.07M +$601K +30,545 +24%
SWM
28
Scissortail Wealth Management
Oklahoma
$2.9M +$210K +10,654 +8%
FIA
29
Foundations Investment Advisors
Arizona
$2.18M -$237K -12,045 -10%
CWM
30
Catalyst Wealth Management
Georgia
$2.03M +$2.03M +103,453 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.82M +$183K +9,306 +11%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.81M +$1.78M +90,410 +5,901%
CW
33
CreativeOne Wealth
Kansas
$1.77M +$556K +28,286 +46%
BCM
34
Brookstone Capital Management
Illinois
$1.76M +$1.12M +57,011 +180%
OIA
35
OneDigital Investment Advisors
Kansas
$1.56M +$74.4K +3,781 +5%
IAN
36
Integrated Advisors Network
Texas
$1.43M -$119K -6,053 -8%
AWS
37
Atria Wealth Solutions
New York
$1.41M -$7.38K -375 -0.5%
MA
38
Mutual Advisors
Nebraska
$1.36M +$360K +18,285 +36%
PAG
39
Private Advisor Group
New Jersey
$1.33M +$1.33M +67,870 New
KWM
40
Kingsview Wealth Management
Oregon
$1.28M +$134K +6,810 +12%
SF
41
Synovus Financial
Georgia
$1.25M +$1.03M +52,366 +463%
AAS
42
Avantax Advisory Services
Texas
$1.21M +$1.21M +61,540 New
FHC
43
First Heartland Consultants
Missouri
$1.18M +$208K +10,564 +21%
CAL
44
Capital Analysts LLC
Pennsylvania
$1.13M -$542K -27,569 -32%
CA
45
Claro Advisors
Massachusetts
$1.13M +$211K +10,746 +23%
CA
46
CoreCap Advisors
Michigan
$971K +$169K +8,602 +21%
AWA
47
ARQ Wealth Advisors
Arizona
$927K -$3.15K -160 -0.3%
FH
48
FWG Holdings
Florida
$925K -$925K -47,058 -50%
NA
49
NewEdge Advisors
Louisiana
$910K +$450K +22,861 +98%
WWM
50
Western Wealth Management
Colorado
$839K -$39.3K -1,998 -4%

BUFD Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q4 2022, worth a combined $404M — up 7.8% from $375M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFD positions and 12 closed out — a net gain of 2 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.3M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $6.96M sold.

  • 84 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q4 2022, down from 85 in Q3 2022.
  • Funds reported $404M of FT Vest Fund of Deep Buffer ETFs stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 14 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q4 2022 and 12 closed out, a net change of +2 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q4 2022 was Envestnet Asset Management, an estimated $11.3M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q4 2022 was Kestra Private Wealth Services, an estimated $6.96M sold.

Based on aggregated 13F filings for Q4 2022.