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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
SF
51
Synovus Financial
Georgia
$543K -$745K -37,110 -58%
LSA
52
Lion Street Advisors
Texas
$537K +$527K +26,282 New
CA
53
Cambridge Advisors
Nebraska
$518K
CCFM
54
Clear Creek Financial Management
Washington
$466K +$257K +12,822 +128%
SPC
55
Sigma Planning Corp
Michigan
$430K -$247K -12,326 -37%
Mariner
56
Mariner
Kansas
$429K -$21.9M -1,092,035 -98%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$427K +$22.6K +1,125 +6%
KPWS
58
Kestra Private Wealth Services
Texas
$407K +$400K +19,918 New
FCM
59
Family Capital Management
Michigan
$385K
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$366K
SWP
61
Summit Wealth Partners
Florida
$365K -$84.9K -4,234 -19%
KWM
62
KFG Wealth Management
Indiana
$338K
LPL Financial
63
LPL Financial
California
$314K -$135K -6,731 -30%
CFG
64
Cooper Financial Group
California
$274K +$55.5K +2,766 +26%
QCIG
65
Quad-Cities Investment Group
Iowa
$249K -$7.87K -392 -3%
DFA
66
DHJJ Financial Advisors
Illinois
$240K -$14.2K -710 -5%
AWAP
67
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$236K
EWM
68
Echo Wealth Management
Minnesota
$230K -$324K -16,138 -59%
EWM
69
EPG Wealth Management
Georgia
$230K +$25K +1,248 +12%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$221K
HighTower Advisors
71
HighTower Advisors
Illinois
$209K
SFC
72
Strategic Financial Concepts
Texas
$204K +$201K +9,995 New
CFGS
73
Concourse Financial Group Securities
Alabama
$160K -$140 -7 -0.1%
JP Morgan Chase
74
JP Morgan Chase
New York
$107K +$89.2K +4,446 +581%
KFS
75
Kelly Financial Services
Massachusetts
$87.2K +$85.6K +4,269 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.