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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
CFGS
76
Concourse Financial Group Securities
Alabama
$154K -$6.27K -319 -4%
MCC
77
Money Concepts Capital
Florida
$112K -$674K -34,278 -86%
UBS Group
78
UBS Group
Switzerland
$74.9K -$23.5K -1,195 -24%
LFG
79
Larson Financial Group
Missouri
$24K
JP Morgan Chase
80
JP Morgan Chase
New York
$15K +$15K +765 New
ASN
81
Advisory Services Network
Georgia
$14.7K +$14.7K +748 New
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$4.62K
SCA
83
Stonebridge Capital Advisors
Minnesota
$2.56K
Morgan Stanley
84
Morgan Stanley
New York
$590 -$1.22K -62 -67%
KPWS
85
Kestra Private Wealth Services
Texas
-$6.96M -364,409 Closed
PG
86
Prostatis Group
Maryland
-$3.52M -184,380 Closed
OMC
87
Old Mission Capital
Illinois
-$1.6M -83,564 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
-$1.51M -78,981 Closed
FPGK
89
Financial Partners Group (Kansas)
Kansas
-$455K -23,786 Closed
LSA
90
Lion Street Advisors
Texas
-$397K -20,774 Closed
CCIA
91
Cherry Creek Investment Advisors
Colorado
-$387K -20,248 Closed
Jane Street
92
Jane Street
New York
-$371K -19,411 Closed
Goldman Sachs
93
Goldman Sachs
New York
-$357K -18,694 Closed
SG
94
StoneX Group
New York
-$198K -10,367 Closed
SWM
95
Selective Wealth Management
Virginia
-$3K -152 Closed
CFFP
96
Center for Financial Planning
Michigan
-$1K -63 Closed

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.