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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
IA
76
IFG Advisory
Georgia
$341K +$347K +16,036 New
FFN
77
Focus Financial Network
Minnesota
$319K
Citadel Advisors
78
Citadel Advisors
Florida
$296K -$88K -4,068 -23%
SWM
79
Sanctuary Wealth Management
Idaho
$273K
AWAP
80
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$245K
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$243K +$247K +11,443 New
IAN
82
Integrated Advisors Network
Texas
$234K -$13.6K -630 -5%
MCWS
83
McKinley Carter Wealth Services
West Virginia
$230K
EWM
84
Echo Wealth Management
Minnesota
$230K -$14.8K -685 -6%
DFA
85
DHJJ Financial Advisors
Illinois
$225K -$8.32K -385 -4%
AWM
86
Avior Wealth Management
Nebraska
$219K +$10.2K +471 +5%
HighTower Advisors
87
HighTower Advisors
Illinois
$218K
EWM
88
EPG Wealth Management
Georgia
$213K
PTC
89
Private Trust Company
Ohio
$133K +$7.33K +339 +6%
KFS
90
Kelly Financial Services
Massachusetts
$78.6K -$8.17K -378 -9%
LFG
91
Larson Financial Group
Missouri
$25.9K
ACA
92
Aptus Capital Advisors
Alabama
$18.1K +$18.4K +850 New
Comerica Bank
93
Comerica Bank
Texas
$7.12K +$7.24K +335 New
PCM
94
Penserra Capital Management
California
$7K -$12.9K -596 -64%
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$4.99K
BC
96
Bartlett & Co
Ohio
$3K +$2.77K +128 New
SCA
97
Stonebridge Capital Advisors
Minnesota
$2.76K
BCWM
98
Bartlett & Co Wealth Management
Ohio
$2.72K +$2.77K +128 New
SHFP
99
Second Half Financial Partners
Florida
-$3.84M -178,473 Closed
SWM
100
Scissortail Wealth Management
Oklahoma
-$3.65M -167,578 Closed

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.