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FT Vest Fund of Deep Buffer ETFs

85 hedge funds and large institutions have $375M invested in FT Vest Fund of Deep Buffer ETFs in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

33.15% more ownership

Funds ownership: 106.98%140.12% (+33%)

28% more capital invested

Capital invested by funds: $293M → $375M (+$81.8M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 7685 (+9)

Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
16
Increased
35
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$606K -$71.1K -3,581 -10%
SCA
52
Snowden Capital Advisors
New York
$565K -$79.4K -4,000 -12%
CA
53
Cambridge Advisors
Nebraska
$536K -$79.4K -4,000 -12%
CF
54
Centaurus Financial
California
$529K +$6.39K +322 +1%
SWP
55
Summit Wealth Partners
Florida
$511K -$6.16K -310 -1%
FPGK
56
Financial Partners Group (Kansas)
Kansas
$455K -$3.88M -195,332 -89%
NA
57
NewEdge Advisors
Louisiana
$448K -$84.2K -4,243 -15%
LSA
58
Lion Street Advisors
Texas
$397K +$412K +20,774 New
CCIA
59
Cherry Creek Investment Advisors
Colorado
$387K -$993K -50,008 -71%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$386K +$74.9K +3,770 +23%
Jane Street
61
Jane Street
New York
$371K +$385K +19,411 New
Goldman Sachs
62
Goldman Sachs
New York
$357K +$371K +18,694 New
EWM
63
Echo Wealth Management
Minnesota
$354K +$360K +18,130 New
LPL Financial
64
LPL Financial
California
$343K +$357K +17,972 New
TCM
65
Triumph Capital Management
Colorado
$291K -$168K -8,468 -36%
DFA
66
DHJJ Financial Advisors
Illinois
$285K -$23K -1,160 -7%
FPWM
67
FSB Premier Wealth Management
Iowa
$273K
SF
68
Synovus Financial
Georgia
$216K +$224K +11,306 New
QCIG
69
Quad-Cities Investment Group
Iowa
$212K
MCWS
70
McKinley Carter Wealth Services
West Virginia
$207K
SG
71
StoneX Group
New York
$198K +$206K +10,367 New
EWM
72
EPG Wealth Management
Georgia
$191K
CFGS
73
Concourse Financial Group Securities
Alabama
$156K +$31.4K +1,582 +24%
SAM
74
Strategic Asset Management
Minnesota
$130K
BFEC
75
Benjamin F. Edwards & Company
Missouri
$129K -$5.44K -274 -4%

BUFD Hedge Fund Activity: Q3 2022 in Review

85 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q3 2022, worth a combined $375M — up 28% from $293M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BUFD positions and 6 closed out — a net gain of 10 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was GW Henssler & Associates, adding an estimated $58M. The largest seller was Cetera Investment Advisers, cutting an estimated $4.22M.

  • 85 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q3 2022, up from 76 in Q2 2022.
  • Funds reported $375M of FT Vest Fund of Deep Buffer ETFs stock for Q3 2022, up 28% quarter-over-quarter.
  • 16 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q3 2022 and 6 closed out, a net change of +10 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q3 2022 was GW Henssler & Associates, an estimated $58M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q3 2022 was Cetera Investment Advisers, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2022.