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FT Vest Fund of Deep Buffer ETFs

86 hedge funds and large institutions have $352M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

2% more funds holding

Funds holding: 8486 (+2)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.66% less ownership

Funds ownership: 78.27%72.61% (-5.7%)

13% less capital invested

Capital invested by funds: $404M → $352M (-$51.8M)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
32
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$2.47M +$986K +49,136 +68%
NFG
27
Nations Financial Group
Iowa
$2.37M +$2.33M +116,061 New
AWA
28
Arkadios Wealth Advisors
Georgia
$2.34M -$830K -41,391 -27%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.05M +$166K +8,288 +9%
CWM
30
Catalyst Wealth Management
Georgia
$1.93M -$177K -8,821 -9%
BCM
31
Brookstone Capital Management
Illinois
$1.82M -$4.57K -228 -0.3%
AAS
32
Ameritas Advisory Services
Nebraska
$1.77M -$4.11M -205,041 -70%
OIA
33
OneDigital Investment Advisors
Kansas
$1.56M -$58.8K -2,930 -4%
KWM
34
Kingsview Wealth Management
Oregon
$1.49M +$155K +7,750 +12%
FHC
35
First Heartland Consultants
Missouri
$1.3M +$68K +3,388 +6%
AAS
36
Avantax Advisory Services
Texas
$1.26M -$1.04K -52 -0.1%
CF
37
Centaurus Financial
California
$1.22M +$665K +33,135 +124%
MA
38
Mutual Advisors
Nebraska
$1.2M -$208K -10,365 -15%
IAN
39
Integrated Advisors Network
Texas
$1.03M -$444K -22,140 -30%
SB
40
Strategic Blueprint
Georgia
$988K +$116K +5,774 +14%
NA
41
NewEdge Advisors
Louisiana
$887K -$55K -2,741 -6%
WWM
42
Western Wealth Management
Colorado
$873K +$1.54K +77 +0.2%
CA
43
Claro Advisors
Massachusetts
$847K -$316K -15,769 -28%
IWM
44
Iams Wealth Management
Nebraska
$749K +$253K +12,623 +52%
CAL
45
Capital Analysts LLC
Pennsylvania
$693K -$474K -23,612 -41%
OMC
46
Old Mission Capital
Illinois
$686K +$673K +33,556 New
CP
47
Castleview Partners
Texas
$677K
EC
48
EdgeRock Capital
Colorado
$646K
SCA
49
Snowden Capital Advisors
New York
$641K
Citadel Advisors
50
Citadel Advisors
Florida
$576K +$565K +28,176 New

BUFD Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q1 2023, worth a combined $352M — down 13% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BUFD positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.66M. The largest seller was Mariner, cutting an estimated $21.9M.

  • 86 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $352M of FT Vest Fund of Deep Buffer ETFs stock for Q1 2023, down 13% quarter-over-quarter.
  • 13 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q1 2023 and 10 closed out, a net change of +3 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q1 2023 was Cetera Investment Advisers, an estimated $4.66M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q1 2023 was Mariner, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2023.