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FT Vest Fund of Deep Buffer ETFs

98 hedge funds and large institutions have $503M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 30

18% more capital invested

Capital invested by funds: $425M → $503M (+$78M)

11% more funds holding

Funds holding: 8898 (+10)

6.22% more ownership

Funds ownership: 76.54%82.76% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
37
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.87M -$454K -21,010 -13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.75M +$526K +24,318 +23%
CCFM
28
Clear Creek Financial Management
Washington
$2.6M +$61.6K +2,849 +2%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$2.29M +$2.33M +107,957 New
FIA
30
Foundations Investment Advisors
Arizona
$2.29M -$242K -11,204 -9%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$2.27M -$1.53M -70,885 -40%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$2.08M +96,033 +4,154%
CF
33
Centaurus Financial
California
$2.08M +$365K +16,863 +21%
NEWAS
34
N.E.W. Advisory Services
Wisconsin
$2.05M +$2.08M +96,435 New
AWM
35
Apollon Wealth Management
South Carolina
$1.93M -$63.2K -2,924 -3%
KWM
36
Kingsview Wealth Management
Oregon
$1.77M +$165K +7,611 +10%
SWP
37
Stratos Wealth Partners
Ohio
$1.72M +$1.75M +80,769 New
BCM
38
Brookstone Capital Management
Illinois
$1.71M -$169K -7,802 -9%
IWM
39
Iams Wealth Management
Nebraska
$1.69M +$1.72M +79,440 New
OIA
40
OneDigital Investment Advisors
Kansas
$1.65M -$47.6K -2,203 -3%
NA
41
NewEdge Advisors
Louisiana
$1.61M +$832K +38,475 +103%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.5M -$491K -22,719 -24%
FHC
43
First Heartland Consultants
Missouri
$1.48M +$136K +6,288 +10%
AAS
44
Avantax Advisory Services
Texas
$1.39M +$157K +7,257 +12%
AAS
45
Ameritas Advisory Services
Nebraska
$1.31M +$1.11M +51,464 +506%
SB
46
Strategic Blueprint
Georgia
$1.2M +$92K +4,254 +8%
FSG
47
Financial Strategies Group
Michigan
$1.04M -$10.9M -502,147 -91%
Mariner
48
Mariner
Kansas
$989K +$1.01M +46,543 New
PAG
49
Private Advisor Group
New Jersey
$989K +$1.01M +46,523 New
CWA
50
Centennial Wealth Advisory
Michigan
$949K +$966K +44,661 New

BUFD Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q3 2023, worth a combined $503M — up 18% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BUFD positions and 11 closed out — a net gain of 10 holders — while 37 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $48.9M. The largest seller was Envestnet Asset Management, cutting an estimated $11.3M.

  • 98 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q3 2023, up from 88 in Q2 2023.
  • Funds reported $503M of FT Vest Fund of Deep Buffer ETFs stock for Q3 2023, up 18% quarter-over-quarter.
  • 21 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q3 2023 was LPL Financial, an estimated $48.9M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q3 2023 was Envestnet Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2023.