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FT Vest Fund of Deep Buffer ETFs

88 hedge funds and large institutions have $425M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $352M → $425M (+$73.4M)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

3.93% more ownership

Funds ownership: 72.61%76.54% (+3.9%)

2% more funds holding

Funds holding: 8688 (+2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.52M

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
35
Reduced
31
Closed
11
Calls
Puts
$1.52M
Net Calls
-$1.52M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.36M +$239K +11,518 +8%
AWS
27
Atria Wealth Solutions
New York
$3.25M +$622K +29,949 +25%
CCFM
28
Clear Creek Financial Management
Washington
$2.58M +$2.01M +96,905 +425%
FIA
29
Foundations Investment Advisors
Arizona
$2.56M -$343K -16,499 -12%
NFG
30
Nations Financial Group
Iowa
$2.52M +$18.2K +878 +0.8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.26M +$97.9K +4,715 +5%
AWM
32
Apollon Wealth Management
South Carolina
$2.02M +$1.95M +93,645 New
AWA
33
Arkadios Wealth Advisors
Georgia
$2.01M -$450K -21,647 -19%
BCM
34
Brookstone Capital Management
Illinois
$1.89M -$6.07K -292 -0.3%
CF
35
Centaurus Financial
California
$1.75M +$443K +21,351 +36%
OIA
36
OneDigital Investment Advisors
Kansas
$1.72M +$74.1K +3,569 +5%
KWM
37
Kingsview Wealth Management
Oregon
$1.63M +$60.2K +2,896 +4%
FHC
38
First Heartland Consultants
Missouri
$1.37M -$769 -37 -0.1%
AAS
39
Avantax Advisory Services
Texas
$1.26M -$66.3K -3,194 -5%
SB
40
Strategic Blueprint
Georgia
$1.13M +$81.1K +3,903 +8%
IAIM
41
International Assets Investment Management
Florida
$1.03M +$673K +32,421 New
WWM
42
Western Wealth Management
Colorado
$917K -$3.43K -165 -0.4%
TA
43
TFB Advisors
Kansas
$905K +$873K +42,029 New
CA
44
Claro Advisors
Massachusetts
$904K +$11.2K +541 +1%
NA
45
NewEdge Advisors
Louisiana
$804K -$129K -6,215 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$778K +$751K +36,135 New
CFGS
47
Concourse Financial Group Securities
Alabama
$747K +$558K +26,857 +344%
SCA
48
Snowden Capital Advisors
New York
$665K -$10.4K -500 -2%
CAL
49
Capital Analysts LLC
Pennsylvania
$660K -$68.8K -3,310 -10%
EC
50
EdgeRock Capital
Colorado
$604K -$74.7K -3,596 -11%

BUFD Hedge Fund Activity: Q2 2023 in Review

88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q2 2023, worth a combined $425M — up 21% from $352M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFD positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was IFP Advisors, cutting an estimated $3.15M.

  • 88 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $425M of FT Vest Fund of Deep Buffer ETFs stock for Q2 2023, up 21% quarter-over-quarter.
  • 14 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q2 2023 was LPL Financial, an estimated $13.1M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q2 2023 was IFP Advisors, an estimated $3.15M sold.

Based on aggregated 13F filings for Q2 2023.