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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
WWM
51
Western Wealth Management
Colorado
$941K +$37K +1,712 +4%
TA
52
TFB Advisors
Kansas
$842K -$51.7K -2,391 -6%
CA
53
Claro Advisors
Massachusetts
$840K -$53.3K -2,464 -6%
SF
54
Synovus Financial
Georgia
$780K +$277K +12,798 +54%
DAS
55
Dynamic Advisor Solutions
Arizona
$760K -$7.57K -350 -1%
CP
56
Castleview Partners
Texas
$704K +$389K +18,007 +119%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$688K +$497K +22,982 +245%
PCA
58
Pallas Capital Advisors
Massachusetts
$669K +$693K +32,051 New
CFGS
59
Concourse Financial Group Securities
Alabama
$663K -$75.4K -3,488 -10%
SPC
60
Sigma Planning Corp
Michigan
$612K +$72.6K +3,356 +13%
CAL
61
Capital Analysts LLC
Pennsylvania
$595K -$56.5K -2,614 -9%
Jane Street
62
Jane Street
New York
$553K +$562K +26,013 New
LSA
63
Lion Street Advisors
Texas
$548K +$558K +25,788 New
CFG
64
Cooper Financial Group
California
$540K +$42.2K +1,951 +8%
IA
65
IFP Advisors
Florida
$523K +$12.7K +588 +2%
CA
66
Cambridge Advisors
Nebraska
$508K
MA
67
Mutual Advisors
Nebraska
$487K +$67.1K +3,105 +16%
KPWS
68
Kestra Private Wealth Services
Texas
$477K +$54.4K +2,515 +13%
NS
69
NBC Securities
Alabama
$432K +$440K +20,362 New
OBWG
70
Onyx Bridge Wealth Group
New York
$425K -$5.62K -260 -1%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$424K -$43.8K -2,026 -9%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$415K +$4.43K +205 +1%
SFC
73
Strategic Financial Concepts
Texas
$378K +$171K +7,903 +80%
FCM
74
Family Capital Management
Michigan
$371K -$29.8K -1,380 -7%
IWC
75
Integrated Wealth Concepts
Massachusetts
$366K +$372K +17,206 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.