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FT Vest Fund of Deep Buffer ETFs

24 hedge funds and large institutions have $48.5M invested in FT Vest Fund of Deep Buffer ETFs in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

55% more capital invested

Capital invested by funds: $31.2M → $48.5M (+$17.2M)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

14% more funds holding

Funds holding: 2124 (+3)

0.48% more ownership

Funds ownership: 25.56%26.05% (+0.48%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
11
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.4M +$11.5M +550,302 New
KPWS
2
Kestra Private Wealth Services
Texas
$8.08M +$4.45M +213,680 +122%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.87M +$6.38M +306,053 +421%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.61M +$693K +33,244 +12%
IAN
5
Integrated Advisors Network
Texas
$1.8M +$66.7K +3,198 +4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$1.64M
FPGK
7
Financial Partners Group (Kansas)
Kansas
$1.48M +$1.49M +71,365 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.3M +$1.3M +62,483 New
OIA
9
OneDigital Investment Advisors
Kansas
$1.23M +$824K +39,545 +204%
SPC
10
Sigma Planning Corp
Michigan
$1.09M -$449K -21,549 -29%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.02M +$450K +21,593 +79%
AWA
12
ARQ Wealth Advisors
Arizona
$936K +$938K +45,019 New
IA
13
IFP Advisors
Florida
$922K +$668K +32,030 +260%
BCM
14
Brookstone Capital Management
Illinois
$679K +$681K +32,651 New
KAS
15
Kestra Advisory Services
Texas
$454K +$93K +4,461 +26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$453K +$190K +9,139 +72%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$443K -$1.42M -68,145 -76%
FAIM
18
Financial Advocates Investment Management
Washington
$360K +$361K +17,339 New
EWM
19
EPG Wealth Management
Georgia
$208K
HI
20
Harbour Investments
Wisconsin
$160K +$90.5K +4,344 +129%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$139K +$140K +6,697 New
CFGS
22
Concourse Financial Group Securities
Alabama
$88K +$80.4K +3,856 +1,086%
NFG
23
Next Financial Group
Texas
$42K +$41.9K +2,009 New
GRP
24
Global Retirement Partners
California
$25K
APA
25
American Portfolios Advisors
New York
$7.28K +$7.29K +350 New

BUFD Hedge Fund Activity: Q3 2021 in Review

24 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q3 2021, worth a combined $48.5M — up 55% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUFD positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Walkner Condon Financial Advisors, exiting entirely with an estimated $8.98M sold.

  • 24 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q3 2021, up from 21 in Q2 2021.
  • Funds reported $48.5M of FT Vest Fund of Deep Buffer ETFs stock for Q3 2021, up 55% quarter-over-quarter.
  • 9 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q3 2021 was AE Wealth Management, an estimated $11.5M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q3 2021 was Walkner Condon Financial Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2021.