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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
BEI
76
Benjamin Edwards Inc
Missouri
$80K +$78.2K +3,900 New
AWM
77
Avior Wealth Management
Nebraska
$72.9K +$71.6K +3,569 New
LFG
78
Larson Financial Group
Missouri
$24.9K
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$17.5K +$208K +10,343 +1%
UBS Group
80
UBS Group
Switzerland
$17.5K -$59.2K -2,953 -78%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$9.46K +$9.29K +463 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$8.69K +$8.53K +425 New
AF
83
Allworth Financial
California
$5.91K +$5.8K +289 New
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$4.8K
SCA
85
Stonebridge Capital Advisors
Minnesota
$2.66K
Morgan Stanley
86
Morgan Stanley
New York
$613
AI
87
Atria Investments
North Carolina
-$15.3M -778,511 Closed
TWM
88
Trinity Wealth Management
Pennsylvania
-$4.14M -210,271 Closed
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
-$1.82M -92,717 Closed
PAG
90
Private Advisor Group
New Jersey
-$1.33M -67,870 Closed
AWA
91
ARQ Wealth Advisors
Arizona
-$927K -47,132 Closed
FH
92
FWG Holdings
Florida
-$925K -47,044 Closed
TCM
93
Triumph Capital Management
Colorado
-$297K -15,077 Closed
FPWM
94
FSB Premier Wealth Management
Iowa
-$282K -14,326 Closed
MCC
95
Money Concepts Capital
Florida
-$112K -5,669 Closed
ASN
96
Advisory Services Network
Georgia
-$14.7K -748 Closed

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.