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FT Vest Buffered Allocation Growth ETF
BUFG

39 hedge funds and large institutions have $87M invested in FT Vest Buffered Allocation Growth ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

147% more capital invested

Capital invested by funds: $35.2M → $87M (+$51.8M)

140.08% more ownership

Funds ownership: 91.09% → 231.17% (+140%)

34% more funds holding

Funds holding: 29 → 39 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
20
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.3M
3
CAN
Cetera Advisor Networks
California
+$3.75M
4
CA
Cetera Advisors
Colorado
+$3.71M
5
EA
Ellsworth Advisors
Ohio
+$2.54M

Top Sellers

1
MWM
Maltin Wealth Management
New Jersey
-$1.26M
2
WP
WealthSource Partners
California
-$1.01M
3
Citadel Advisors
Citadel Advisors
Florida
-$585K
4
OMC
Old Mission Capital
Illinois
-$377K
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$497K +$542K +27,623 New
PCS
27
Personal CFO Solutions
New Jersey
$404K +$149K +7,576 +59%
AAS
28
Ameritas Advisory Services
Nebraska
$381K +$377K +19,226 New
CFGS
29
Concourse Financial Group Securities
Alabama
$374K +$370K +18,867 New
SPC
30
Sigma Planning Corp
Michigan
$353K +$350K +17,821 New
MOS
31
MGO One Seven
Ohio
$292K +$23.5K +1,200 +9%
FHC
32
First Heartland Consultants
Missouri
$262K +$259K +13,223 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$230K +$17.7K +900 +8%
TWM
34
Tradition Wealth Management
Minnesota
$147K +$146K +7,435 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$108K +$107K +5,451 New
PFS
36
Prospera Financial Services
Texas
$50K +$49K +2,500 New
MCC
37
Money Concepts Capital
Florida
$22K +$21.9K +1,116 New
CAL
38
Capital Analysts LLC
Pennsylvania
$18K +$9.81K +500 +126%
CWA
39
Carolina Wealth Advisors
South Carolina
$6K +$6.18K +315 New
MWM
40
Maltin Wealth Management
New Jersey
– -$1.26M -61,833 Closed
WP
41
WealthSource Partners
California
– -$1.01M -49,905 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$585K -28,770 Closed
OMC
43
Old Mission Capital
Illinois
– -$377K -18,548 Closed
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
– -$353K -17,393 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$224K -11,019 Closed
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BUFG Hedge Fund Activity: Q1 2022 in Review

39 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q1 2022, worth a combined $87M — up 147% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BUFG positions and 6 closed out — a net gain of 11 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.4M. The largest seller was Maltin Wealth Management, exiting entirely with an estimated $1.26M sold.

  • 39 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q1 2022, up from 29 in Q4 2021.
  • Funds reported $87M of FT Vest Buffered Allocation Growth ETF stock for Q1 2022, up 147% quarter-over-quarter.
  • 17 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q1 2022 and 6 closed out, a net change of +11 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $17.4M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q1 2022 was Maltin Wealth Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2022.