We are live on ! Find out more
BUFD icon

FT Vest Fund of Deep Buffer ETFs

98 hedge funds and large institutions have $503M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

23% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 30

18% more capital invested

Capital invested by funds: $425M → $503M (+$78M)

11% more funds holding

Funds holding: 8898 (+10)

6.22% more ownership

Funds ownership: 76.54%82.76% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
37
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$83.8M +$24.1K +1,116 +0%
LPL Financial
2
LPL Financial
California
$61.8M +$48.9M +2,261,400 +351%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.1M -$11.3M -521,321 -16%
Osaic Holdings
4
Osaic Holdings
Arizona
$45.2M +$11M +507,217 +31%
AWM
5
AE Wealth Management
Kansas
$19.3M +$3.94M +182,051 +25%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$17.6M +$1.25M +57,761 +8%
Truist Financial
7
Truist Financial
North Carolina
$17.1M +$2.92M +135,234 +20%
KA
8
Kure Advisory
Minnesota
$13.5M +$13.7M +634,728 New
CAAS
9
Capital Asset Advisory Services
Michigan
$13.1M +$1.9M +87,706 +17%
AWM
10
Axxcess Wealth Management
California
$12.3M +$12.5M +576,847 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.5M +$1.52M +70,110 +15%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11.1M +$690K +31,920 +6%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$9.46M -$464K -21,470 -5%
MML Investors Services
14
MML Investors Services
Massachusetts
$9.02M +$257K +11,880 +3%
SPI
15
Santori & Peters Inc
Pennsylvania
$8.69M -$226K -10,467 -2%
FAIM
16
Financial Advocates Investment Management
Washington
$8.16M +$394K +18,210 +5%
CA
17
Cetera Advisors
Colorado
$6.96M +$547K +25,321 +8%
SFS
18
Sowell Financial Services
Arkansas
$6.92M -$20.9K -965 -0.3%
IF
19
Integrity Financial
Wyoming
$6.27M -$265K -12,239 -4%
HI
20
Harbour Investments
Wisconsin
$4.62M +$1.28M +59,234 +37%
AWS
21
Atria Wealth Solutions
New York
$3.82M +$630K +29,146 +19%
CAN
22
Cetera Advisor Networks
California
$3.73M -$589K -27,225 -13%
MFS
23
Madrona Financial Services
Washington
$3.59M -$450K -20,792 -11%
ASN
24
Advisory Services Network
Georgia
$3.45M +$3.51M +162,163 New
CW
25
CreativeOne Wealth
Kansas
$3M -$725K -33,550 -19%

BUFD Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q3 2023, worth a combined $503M — up 18% from $425M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BUFD positions and 11 closed out — a net gain of 10 holders — while 37 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $48.9M. The largest seller was Envestnet Asset Management, cutting an estimated $11.3M.

  • 98 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q3 2023, up from 88 in Q2 2023.
  • Funds reported $503M of FT Vest Fund of Deep Buffer ETFs stock for Q3 2023, up 18% quarter-over-quarter.
  • 21 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q3 2023 was LPL Financial, an estimated $48.9M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q3 2023 was Envestnet Asset Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2023.