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FT Vest Fund of Deep Buffer ETFs

88 hedge funds and large institutions have $425M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

21% more capital invested

Capital invested by funds: $352M → $425M (+$73.4M)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

3.93% more ownership

Funds ownership: 72.61%76.54% (+3.9%)

2% more funds holding

Funds holding: 8688 (+2)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.52M

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
35
Reduced
31
Closed
11
Calls
Puts
$1.52M
Net Calls
-$1.52M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$84.9M +$841K +40,469 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$69.1M +$7.2M +346,548 +12%
Osaic Holdings
3
Osaic Holdings
Arizona
$34.8M -$1.26M -60,534 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.6M -$1.79M -85,950 -10%
AWM
5
AE Wealth Management
Kansas
$15.6M -$1.07M -51,387 -7%
Truist Financial
6
Truist Financial
North Carolina
$14.4M +$5.41M +260,476 +64%
LPL Financial
7
LPL Financial
California
$13.9M +$13.1M +629,399 +4,090%
FSG
8
Financial Strategies Group
Michigan
$11.9M +$1.35M +64,842 +13%
CAAS
9
Capital Asset Advisory Services
Michigan
$11.3M +$1.36M +65,244 +14%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$10.6M -$1.97M -95,033 -16%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.2M +$2.68M +128,968 +38%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$10.1M +$9.74K +469 +0.1%
SPI
13
Santori & Peters Inc
Pennsylvania
$9.03M -$104K -4,992 -1%
MML Investors Services
14
MML Investors Services
Massachusetts
$8.89M +$2.96M +142,694 +53%
FAIM
15
Financial Advocates Investment Management
Washington
$7.88M -$158K -7,601 -2%
SFS
16
Sowell Financial Services
Arkansas
$7.04M +$3.25M +156,623 +92%
IF
17
Integrity Financial
Wyoming
$6.62M +$728K +35,041 +13%
CA
18
Cetera Advisors
Colorado
$6.51M +$822K +39,584 +15%
CAN
19
Cetera Advisor Networks
California
$4.37M +$159K +7,650 +4%
MFS
20
Madrona Financial Services
Washington
$4.09M +$45.4K +2,186 +1%
SHFP
21
Second Half Financial Partners
Florida
$3.84M +$3.71M +178,473 New
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$3.83M -$712K -34,265 -16%
CW
23
CreativeOne Wealth
Kansas
$3.76M +$411K +19,765 +13%
SWM
24
Scissortail Wealth Management
Oklahoma
$3.65M +$298K +14,360 +9%
HI
25
Harbour Investments
Wisconsin
$3.41M -$91.2K -4,390 -3%

BUFD Hedge Fund Activity: Q2 2023 in Review

88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q2 2023, worth a combined $425M — up 21% from $352M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFD positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was IFP Advisors, cutting an estimated $3.15M.

  • 88 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $425M of FT Vest Fund of Deep Buffer ETFs stock for Q2 2023, up 21% quarter-over-quarter.
  • 14 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q2 2023 was LPL Financial, an estimated $13.1M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q2 2023 was IFP Advisors, an estimated $3.15M sold.

Based on aggregated 13F filings for Q2 2023.