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FT Vest Fund of Deep Buffer ETFs

86 hedge funds and large institutions have $352M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

2% more funds holding

Funds holding: 8486 (+2)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.66% less ownership

Funds ownership: 78.27%72.61% (-5.7%)

13% less capital invested

Capital invested by funds: $404M → $352M (-$51.8M)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
32
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$79.7M +$3.22M +160,467 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58.4M -$2.46M -122,508 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$34.3M -$8.67M -431,947 -20%
AWM
4
AE Wealth Management
Kansas
$15.8M +$265K +13,226 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12M +$4.66M +232,466 +66%
FSG
6
Financial Strategies Group
Michigan
$9.93M +$222K +11,043 +2%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$9.53M +$14.1K +704 +0.2%
CAAS
8
Capital Asset Advisory Services
Michigan
$9.3M +$1.68M +83,973 +23%
SPI
9
Santori & Peters Inc
Pennsylvania
$8.67M +$1.47M +73,250 +21%
Truist Financial
10
Truist Financial
North Carolina
$8.36M +$2.19M +109,008 +36%
FAIM
11
Financial Advocates Investment Management
Washington
$7.63M +$697K +34,727 +10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$7.01M +$409K +20,398 +6%
IF
13
Integrity Financial
Wyoming
$5.56M +$1.03M +51,089 +23%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.51M +$2.24M +111,880 +71%
CA
15
Cetera Advisors
Colorado
$5.37M +$240K +11,940 +5%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$4.33M -$1.15M -57,259 -21%
CAN
17
Cetera Advisor Networks
California
$3.99M -$93.4K -4,657 -2%
MFS
18
Madrona Financial Services
Washington
$3.83M +$52.7K +2,628 +1%
IA
19
IFP Advisors
Florida
$3.53M -$711K -35,456 -17%
SFS
20
Sowell Financial Services
Arkansas
$3.48M +$3.41M +170,104 New
HI
21
Harbour Investments
Wisconsin
$3.32M +$103K +5,144 +3%
CW
22
CreativeOne Wealth
Kansas
$3.16M +$1.3M +64,909 +72%
SWM
23
Scissortail Wealth Management
Oklahoma
$3.13M +$192K +9,550 +7%
KAS
24
Kestra Advisory Services
Texas
$2.95M -$10.7M -532,416 -79%
FIA
25
Foundations Investment Advisors
Arizona
$2.77M +$498K +24,843 +22%

BUFD Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q1 2023, worth a combined $352M — down 13% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BUFD positions and 10 closed out — a net gain of 3 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.66M. The largest seller was Mariner, cutting an estimated $21.9M.

  • 86 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $352M of FT Vest Fund of Deep Buffer ETFs stock for Q1 2023, down 13% quarter-over-quarter.
  • 13 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q1 2023 and 10 closed out, a net change of +3 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q1 2023 was Cetera Investment Advisers, an estimated $4.66M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q1 2023 was Mariner, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2023.