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FT Vest Fund of Deep Buffer ETFs

44 hedge funds and large institutions have $142M invested in FT Vest Fund of Deep Buffer ETFs in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

192% more capital invested

Capital invested by funds: $48.5M → $142M (+$93.2M)

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

76% more funds holding

Funds holding: 2544 (+19)

24.79% more ownership

Funds ownership: 26.05%50.84% (+25%)

Holders
44
Holders Change
+19
Holders Change %
+76%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
13
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$28M +$19.7M +933,205 +246%
HI
2
Harbour Investments
Wisconsin
$12.5M +$12.2M +576,884 +7,474%
AWM
3
AE Wealth Management
Kansas
$11.2M -$481K -22,817 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11M +$10.4M +494,403 +2,268%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.22M +$2.42M +114,558 +36%
KPWS
6
Kestra Private Wealth Services
Texas
$8.43M +$143K +6,790 +2%
AI
7
Atria Investments
North Carolina
$7.61M +$7.53M +356,913 New
Mariner
8
Mariner
Kansas
$7.29M +$7.22M +342,082 New
RWA
9
Redhawk Wealth Advisors
Minnesota
$6.13M +$6.07M +287,718 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.9M +$4.52M +214,182 +343%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.25M +$4.17M +197,479 +404%
Legacy Financial Group (Iowa)
12
Legacy Financial Group (Iowa)
Iowa
$4.41M +$4.37M +207,317 New
IF
13
Integrity Financial
Wyoming
$4.36M +$4.31M +204,475 New
AAS
14
Ameritas Advisory Services
Nebraska
$2.16M +$2.14M +101,237 New
IAN
15
Integrated Advisors Network
Texas
$1.8M -$44.1K -2,091 -2%
OIA
16
OneDigital Investment Advisors
Kansas
$1.68M +$418K +19,800 +34%
FPGK
17
Financial Partners Group (Kansas)
Kansas
$1.57M +$68K +3,225 +5%
FAIM
18
Financial Advocates Investment Management
Washington
$1.53M +$1.15M +54,605 +315%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$1.26M
CAN
20
Cetera Advisor Networks
California
$1.05M +$1.04M +49,250 New
APA
21
American Portfolios Advisors
New York
$955K +$938K +44,481 +12,709%
OMC
22
Old Mission Capital
Illinois
$832K +$823K +39,023 New
CA
23
Claro Advisors
Massachusetts
$761K +$754K +35,725 New
KWM
24
Kingsview Wealth Management
Oregon
$704K +$697K +33,051 New
TWM
25
Tradition Wealth Management
Minnesota
$647K +$641K +30,384 New

BUFD Hedge Fund Activity: Q4 2021 in Review

44 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q4 2021, worth a combined $142M — up 192% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BUFD positions and 3 closed out — a net gain of 19 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.7M. The largest seller was ARQ Wealth Advisors, exiting entirely with an estimated $936K sold.

  • 44 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q4 2021, up from 25 in Q3 2021.
  • Funds reported $142M of FT Vest Fund of Deep Buffer ETFs stock for Q4 2021, up 192% quarter-over-quarter.
  • 22 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q4 2021 and 3 closed out, a net change of +19 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q4 2021 was Osaic Holdings, an estimated $19.7M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q4 2021 was ARQ Wealth Advisors, an estimated $936K sold.

Based on aggregated 13F filings for Q4 2021.