FT Vest Fund of Deep Buffer ETFs
BUFD
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.
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: 88 → 98 (+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: 5 → 5 (0)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$48.9M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$12.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.94M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.51M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
101
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$2.52M | -116,939 | Closed |
|
|
PG
102
Prostatis Group
Hanover,
Maryland
| – | -$69.5K | -69,531 | Closed |
|
|
IAIM
103
International Assets Investment Management
Orlando,
Florida
| – | -$1.03M | -32,421 | Closed |
|
|
SCA
104
Snowden Capital Advisors
New York
| – | -$665K | -30,875 | Closed |
|
|
EC
105
EdgeRock Capital
Denver,
Colorado
| – | -$604K | -28,024 | Closed |
|
|
SC
106
Schubert & Co
Mckinney,
Texas
| – | -$285K | -13,234 | Closed |
|
107
UBS Group
Zurich,
Switzerland
| – | -$73.8K | -3,425 | Closed |
|
108
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3.23K | -150 | Closed |
|
109
Morgan Stanley
New York
| – | -$2.24K | -104 | 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.