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
SB
51
Strategic Blueprint
Georgia
$838K +$174K +8,861 +26%
SPC
52
Sigma Planning Corp
Michigan
$656K -$188K -9,548 -22%
CP
53
Castleview Partners
Texas
$652K -$216 -11 -0%
EC
54
EdgeRock Capital
Colorado
$622K +$530K +26,939 +575%
SCA
55
Snowden Capital Advisors
New York
$617K +$35.4K +1,800 +6%
EWM
56
Echo Wealth Management
Minnesota
$548K +$182K +9,259 +51%
CF
57
Centaurus Financial
California
$525K -$20.3K -1,032 -4%
CA
58
Cambridge Advisors
Nebraska
$499K -$52.3K -2,660 -9%
IWM
59
Iams Wealth Management
Nebraska
$479K +$479K +24,333 New
LPL Financial
60
LPL Financial
California
$435K +$81.5K +4,146 +23%
SWP
61
Summit Wealth Partners
Florida
$435K -$90.9K -4,622 -17%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$389K +$257K +13,056 +194%
FCM
63
Family Capital Management
Michigan
$371K +$371K +18,853 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$352K -$44.7K -2,275 -11%
KWM
65
KFG Wealth Management
Indiana
$325K +$325K +16,515 New
TCM
66
Triumph Capital Management
Colorado
$297K -$3.28K -167 -1%
FPWM
67
FSB Premier Wealth Management
Iowa
$282K
DFA
68
DHJJ Financial Advisors
Illinois
$255K -$38.8K -1,975 -13%
QCIG
69
Quad-Cities Investment Group
Iowa
$247K +$28.8K +1,464 +13%
AWAP
70
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K +$227K +11,550 New
MCWS
71
McKinley Carter Wealth Services
West Virginia
$213K
CFG
72
Cooper Financial Group
California
$210K +$210K +10,666 New
HighTower Advisors
73
HighTower Advisors
Illinois
$202K +$202K +10,248 New
EWM
74
EPG Wealth Management
Georgia
$197K
CCFM
75
Clear Creek Financial Management
Washington
$197K +$197K +10,000 New

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.