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FT Vest Fund of Deep Buffer ETFs

85 hedge funds and large institutions have $375M invested in FT Vest Fund of Deep Buffer ETFs in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

33.15% more ownership

Funds ownership: 106.98%140.12% (+33%)

28% more capital invested

Capital invested by funds: $293M → $375M (+$81.8M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more funds holding

Funds holding: 7685 (+9)

Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
16
Increased
35
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$70.9M +$58M +2,919,189 +369%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46M +$3.61M +181,739 +8%
Osaic Holdings
3
Osaic Holdings
Arizona
$41.4M +$817K +41,139 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.7M +$4.89M +246,336 +34%
AI
5
Atria Investments
North Carolina
$16.3M +$1.12M +56,616 +7%
Mariner
6
Mariner
Kansas
$16M +$1.07M +54,002 +7%
AWM
7
AE Wealth Management
Kansas
$13.4M +$3.31M +166,869 +31%
KAS
8
Kestra Advisory Services
Texas
$12.2M +$10.1M +507,808 +387%
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$9.2M +$60.3K +3,037 +0.6%
FSG
10
Financial Strategies Group
Michigan
$9.09M -$546K -27,489 -5%
SPI
11
Santori & Peters Inc
Pennsylvania
$8.35M -$71.1K -3,581 -0.8%
KPWS
12
Kestra Private Wealth Services
Texas
$6.96M +$1.78M +89,877 +33%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.84M +$195K +9,835 +3%
IA
14
IFP Advisors
Florida
$6.67M +$1.72M +86,527 +36%
MIAN
15
Mariner Independent Advisor Network
Kansas
$6.65M +$6.91M +348,148 New
FAIM
16
Financial Advocates Investment Management
Washington
$5.98M +$1.2M +60,289 +24%
AAS
17
Ameritas Advisory Services
Nebraska
$5.29M +$744K +37,460 +16%
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$5.08M -$905K -45,604 -15%
HI
19
Harbour Investments
Wisconsin
$4.67M
TWM
20
Trinity Wealth Management
Pennsylvania
$3.93M +$109K +5,498 +3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.62M -$4.22M -212,338 -53%
PG
22
Prostatis Group
Maryland
$3.52M +$3.66M +184,380 New
MFS
23
Madrona Financial Services
Washington
$3.42M +$139K +6,998 +4%
IF
24
Integrity Financial
Wyoming
$3.22M -$131K -6,622 -4%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.79M +$19.4K +978 +0.7%

BUFD Hedge Fund Activity: Q3 2022 in Review

85 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q3 2022, worth a combined $375M — up 28% from $293M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BUFD positions and 6 closed out — a net gain of 10 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was GW Henssler & Associates, adding an estimated $58M. The largest seller was Cetera Investment Advisers, cutting an estimated $4.22M.

  • 85 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q3 2022, up from 76 in Q2 2022.
  • Funds reported $375M of FT Vest Fund of Deep Buffer ETFs stock for Q3 2022, up 28% quarter-over-quarter.
  • 16 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q3 2022 and 6 closed out, a net change of +10 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q3 2022 was GW Henssler & Associates, an estimated $58M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q3 2022 was Cetera Investment Advisers, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2022.