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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
AWM
76
Avior Wealth Management
Nebraska
$212K +$130K +6,271 +176%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$202K +$195K +9,389 New
PTC
78
Private Trust Company
Ohio
$128K +$123K +5,938 New
KFS
79
Kelly Financial Services
Massachusetts
$87.8K -$4.01K -193 -5%
UBS Group
80
UBS Group
Switzerland
$73.8K +$53.4K +2,570 +301%
PG
81
Prostatis Group
Maryland
$69.5K +$1.44M +69,531 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$50K +$48K +2,312 New
LFG
83
Larson Financial Group
Missouri
$26.3K
PCM
84
Penserra Capital Management
California
$20K +$19.4K +936 New
BBPWM
85
Blue Bell Private Wealth Management
Pennsylvania
$5.06K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$3.23K -$5.71K -275 -65%
SCA
87
Stonebridge Capital Advisors
Minnesota
$2.8K
Morgan Stanley
88
Morgan Stanley
New York
$2.24K +$1.54K +74 +247%
IWM
89
Iams Wealth Management
Nebraska
-$768K -36,956 Closed
OMC
90
Old Mission Capital
Illinois
-$686K -33,556 Closed
LSA
91
Lion Street Advisors
Texas
-$537K -26,282 Closed
Mariner
92
Mariner
Kansas
-$429K -21,002 Closed
SWP
93
Summit Wealth Partners
Florida
-$365K -17,866 Closed
KWM
94
KFG Wealth Management
Indiana
-$338K -16,515 Closed
QCIG
95
Quad-Cities Investment Group
Iowa
-$249K -12,189 Closed
JP Morgan Chase
96
JP Morgan Chase
New York
-$107K -5,211 Closed
BEI
97
Benjamin Edwards Inc
Missouri
-$80K -3,900 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
-$9.46K -463 Closed
AF
99
Allworth Financial
California
-$5.91K -289 Closed

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.