FT Vest Fund of Deep Buffer ETFs
BUFD
116 hedge funds and large institutions have $719M invested in FT Vest Fund of Deep Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 8 closing their positions.
481% more capital inflows, than outflows
Capital inflows: $210M | Capital outflows: $36.1M
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
18% more funds holding
Funds holding: 98 → 116 (+18)
17% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 36
11.25% more ownership
Funds ownership: 82.76% → 94.02% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$48.7M |
| 2 |
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$43.6M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.6M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
+$13.4M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17M |
| 2 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$5.5M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$2.27M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.85M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$1.61M |
BUFD Hedge Fund Activity: Q4 2023 in Review
116 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q4 2023, worth a combined $719M — up 43% from $503M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BUFD positions and 8 closed out — a net gain of 18 holders — while 42 added to existing stakes and 36 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $48.7M. The largest seller was Osaic Holdings, cutting an estimated $17M.
- 116 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q4 2023, up from 98 in Q3 2023.
- Funds reported $719M of FT Vest Fund of Deep Buffer ETFs stock for Q4 2023, up 43% quarter-over-quarter.
- 26 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q4 2023 and 8 closed out, a net change of +18 holders.
- The largest FT Vest Fund of Deep Buffer ETFs buyer in Q4 2023 was AE Wealth Management, an estimated $48.7M added.
- The largest FT Vest Fund of Deep Buffer ETFs seller in Q4 2023 was Osaic Holdings, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2023.