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FT Vest Fund of Deep Buffer ETFs

84 hedge funds and large institutions have $404M invested in FT Vest Fund of Deep Buffer ETFs in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $375M → $404M (+$29.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 8584 (-1)

61.85% less ownership

Funds ownership: 140.12%78.27% (-62%)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
36
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$73.6M +$561K +28,534 +0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58.7M +$11.3M +574,452 +24%
Osaic Holdings
3
Osaic Holdings
Arizona
$41.5M -$1.12M -57,185 -3%
Mariner
4
Mariner
Kansas
$21.9M +$5.38M +273,362 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.6M -$2.66M -135,304 -14%
AI
6
Atria Investments
North Carolina
$15.3M -$1.46M -74,435 -9%
AWM
7
AE Wealth Management
Kansas
$15M +$1.22M +62,255 +9%
KAS
8
Kestra Advisory Services
Texas
$13.3M +$747K +37,979 +6%
FSG
9
Financial Strategies Group
Michigan
$9.34M -$12.4K -633 -0.1%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$9.16M -$312K -15,844 -3%
CAAS
11
Capital Asset Advisory Services
Michigan
$7.37M +$7.3M +371,027 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.96M +$3.23M +164,297 +87%
SPI
13
Santori & Peters Inc
Pennsylvania
$6.9M -$1.69M -85,899 -20%
FAIM
14
Financial Advocates Investment Management
Washington
$6.66M +$503K +25,592 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.35M -$685K -34,825 -10%
Truist Financial
16
Truist Financial
North Carolina
$5.9M +$5.9M +300,194 New
AAS
17
Ameritas Advisory Services
Nebraska
$5.73M +$288K +14,659 +5%
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$5.29M +$64.2K +3,265 +1%
CA
19
Cetera Advisors
Colorado
$4.93M +$2.83M +143,848 +135%
IF
20
Integrity Financial
Wyoming
$4.35M +$1.04M +52,986 +31%
IA
21
IFP Advisors
Florida
$4.3M -$2.32M -117,839 -36%
TWM
22
Trinity Wealth Management
Pennsylvania
$4.14M +$92.5K +4,703 +2%
CAN
23
Cetera Advisor Networks
California
$3.93M +$1.94M +98,772 +98%
MFS
24
Madrona Financial Services
Washington
$3.64M +$115K +5,850 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.11M +$240K +12,219 +8%

BUFD Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q4 2022, worth a combined $404M — up 7.8% from $375M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFD positions and 12 closed out — a net gain of 2 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.3M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $6.96M sold.

  • 84 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q4 2022, down from 85 in Q3 2022.
  • Funds reported $404M of FT Vest Fund of Deep Buffer ETFs stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 14 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q4 2022 and 12 closed out, a net change of +2 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q4 2022 was Envestnet Asset Management, an estimated $11.3M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q4 2022 was Kestra Private Wealth Services, an estimated $6.96M sold.

Based on aggregated 13F filings for Q4 2022.