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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
SPC
51
Sigma Planning Corp
Michigan
$548K +$92.2K +4,438 +21%
IA
52
IFP Advisors
Florida
$517K -$3.15M -151,735 -86%
CA
53
Cambridge Advisors
Nebraska
$515K -$30.1K -1,450 -6%
SF
54
Synovus Financial
Georgia
$515K -$55.1K -2,652 -10%
CFG
55
Cooper Financial Group
California
$505K +$208K +10,022 +75%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$473K +$21.9K +1,054 +5%
OBWG
57
Onyx Bridge Wealth Group
New York
$437K +$421K +20,280 New
KPWS
58
Kestra Private Wealth Services
Texas
$429K
MA
59
Mutual Advisors
Nebraska
$426K -$809K -38,944 -66%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$416K +$29.3K +1,409 +8%
FCM
61
Family Capital Management
Michigan
$406K
Citadel Advisors
62
Citadel Advisors
Florida
$388K -$211K -10,171 -36%
CP
63
Castleview Partners
Texas
$326K -$374K -18,007 -54%
FFN
64
Focus Financial Network
Minnesota
$324K +$312K +15,024 New
SC
65
Schubert & Co
Texas
$285K +$275K +13,234 New
SWM
66
Sanctuary Wealth Management
Idaho
$277K +$267K +12,854 New
IAN
67
Integrated Advisors Network
Texas
$251K -$808K -38,914 -77%
EWM
68
Echo Wealth Management
Minnesota
$250K +$4.86K +234 +2%
AWAP
69
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$249K
DFA
70
DHJJ Financial Advisors
Illinois
$236K -$26.5K -1,275 -10%
MCWS
71
McKinley Carter Wealth Services
West Virginia
$233K
HighTower Advisors
72
HighTower Advisors
Illinois
$220K
AAS
73
Ameritas Advisory Services
Nebraska
$218K -$1.58M -76,047 -88%
EWM
74
EPG Wealth Management
Georgia
$215K -$25.9K -1,248 -11%
SFC
75
Strategic Financial Concepts
Texas
$213K -$2.08K -100 -1%

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.