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FT Vest Fund of Deep Buffer ETFs

63 hedge funds and large institutions have $227M invested in FT Vest Fund of Deep Buffer ETFs in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

675% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

60% more capital invested

Capital invested by funds: $142M → $227M (+$85.3M)

47% more funds holding

Funds holding: 4363 (+20)

25.6% more ownership

Funds ownership: 50.84%76.44% (+26%)

Holders
63
Holders Change
+20
Holders Change %
+46.51%
% of All Funds
0.99%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
25
Increased
31
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$40.6M +$12.6M +602,755 +46%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.1M +$17.9M +853,886 +165%
AWM
3
AE Wealth Management
Kansas
$13.4M +$2.15M +102,316 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.3M +$1.13M +53,888 +12%
AWA
5
Arkadios Wealth Advisors
Georgia
$10.3M +$10.2M +484,642 New
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$10.1M +$10M +477,901 New
KPWS
7
Kestra Private Wealth Services
Texas
$9.37M +$968K +46,160 +12%
Legacy Financial Group (Iowa)
8
Legacy Financial Group (Iowa)
Iowa
$8.89M +$4.44M +211,815 +102%
AI
9
Atria Investments
North Carolina
$7.88M +$300K +14,302 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$7.54M +$1.65M +78,594 +28%
Mariner
11
Mariner
Kansas
$7.5M +$242K +11,548 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.33M +$2.08M +99,079 +40%
IA
13
IFP Advisors
Florida
$5.01M +$4.48M +213,468 +735%
PG
14
Prostatis Group
Maryland
$4.58M +$4.53M +216,041 New
IF
15
Integrity Financial
Wyoming
$4.13M -$204K -9,737 -5%
TWM
16
Trinity Wealth Management
Pennsylvania
$4M +$3.95M +188,350 New
AAS
17
Ameritas Advisory Services
Nebraska
$3.66M +$1.49M +71,050 +70%
FAIM
18
Financial Advocates Investment Management
Washington
$3.3M +$1.75M +83,664 +116%
MFS
19
Madrona Financial Services
Washington
$3.1M +$3.06M +146,115 New
KAS
20
Kestra Advisory Services
Texas
$2.76M +$2.11M +100,734 +341%
CAN
21
Cetera Advisor Networks
California
$2.54M +$1.48M +70,664 +143%
FPGK
22
Financial Partners Group (Kansas)
Kansas
$2.45M +$854K +40,697 +55%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.12M +$2.1M +100,115 New
APA
24
American Portfolios Advisors
New York
$1.92M +$961K +45,829 +102%
IAN
25
Integrated Advisors Network
Texas
$1.84M +$46K +2,195 +3%

BUFD Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q1 2022, worth a combined $227M — up 60% from $142M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BUFD positions and 3 closed out — a net gain of 22 holders — while 31 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.9M. The largest seller was Castleview Partners, cutting an estimated $10.5M.

  • 63 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $227M of FT Vest Fund of Deep Buffer ETFs stock for Q1 2022, up 60% quarter-over-quarter.
  • 25 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q1 2022 and 3 closed out, a net change of +22 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q1 2022 was Envestnet Asset Management, an estimated $17.9M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q1 2022 was Castleview Partners, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2022.