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FT Vest Fund of Deep Buffer ETFs

76 hedge funds and large institutions have $293M invested in FT Vest Fund of Deep Buffer ETFs in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

30.54% more ownership

Funds ownership: 76.44%106.98% (+31%)

29% more capital invested

Capital invested by funds: $227M → $293M (+$65.8M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more funds holding

Funds holding: 6376 (+13)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
35
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.5M +$17.3M +855,792 +62%
Osaic Holdings
2
Osaic Holdings
Arizona
$41.5M +$4.28M +211,460 +11%
AI
3
Atria Investments
North Carolina
$15.6M +$8.6M +425,115 +115%
GHA
4
GW Henssler & Associates
Georgia
$15.5M +$16M +791,606 New
Mariner
5
Mariner
Kansas
$15.4M +$8.74M +432,043 +122%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.3M +$5.02M +247,951 +51%
AWM
7
AE Wealth Management
Kansas
$10.4M -$1.96M -96,907 -15%
FSG
8
Financial Strategies Group
Michigan
$9.83M +$10.2M +502,943 New
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$9.35M +$10.7K +527 +0.1%
SPI
10
Santori & Peters Inc
Pennsylvania
$8.61M +$8.92M +440,496 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$7.85M +$943K +46,594 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.8M +$50K +2,469 +0.7%
Legacy Financial Group (Iowa)
13
Legacy Financial Group (Iowa)
Iowa
$6.09M -$2.18M -107,604 -26%
FH
14
FWG Holdings
Florida
$5.55M +$5.75M +283,947 New
KPWS
15
Kestra Private Wealth Services
Texas
$5.36M -$3.38M -167,129 -38%
IA
16
IFP Advisors
Florida
$5.01M
FAIM
17
Financial Advocates Investment Management
Washington
$4.94M +$1.97M +97,109 +62%
AAS
18
Ameritas Advisory Services
Nebraska
$4.67M +$1.35M +66,856 +39%
HI
19
Harbour Investments
Wisconsin
$4.67M +$4.84M +238,983 New
FPGK
20
Financial Partners Group (Kansas)
Kansas
$4.28M +$2.1M +103,831 +90%
TWM
21
Trinity Wealth Management
Pennsylvania
$3.91M +$237K +11,720 +6%
IF
22
Integrity Financial
Wyoming
$3.42M -$401K -19,823 -10%
MFS
23
Madrona Financial Services
Washington
$3.37M +$528K +26,071 +18%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.83M +$904K +44,664 +45%
KAS
25
Kestra Advisory Services
Texas
$2.56M +$16.7K +824 +0.6%

BUFD Hedge Fund Activity: Q2 2022 in Review

76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q2 2022, worth a combined $293M — up 29% from $227M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BUFD positions and 6 closed out — a net gain of 13 holders — while 35 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.3M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $7.86M.

  • 76 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q2 2022, up from 63 in Q1 2022.
  • Funds reported $293M of FT Vest Fund of Deep Buffer ETFs stock for Q2 2022, up 29% quarter-over-quarter.
  • 19 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q2 2022 and 6 closed out, a net change of +13 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q2 2022 was Envestnet Asset Management, an estimated $17.3M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q2 2022 was Arkadios Wealth Advisors, an estimated $7.86M sold.

Based on aggregated 13F filings for Q2 2022.