FT Vest Buffered Allocation Growth ETF
BUFG
60 hedge funds and large institutions have $86.3M invested in FT Vest Buffered Allocation Growth ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2.88% more ownership
Funds ownership: 66.05% → 68.93% (+2.9%)
2% more funds holding
Funds holding: 59 → 60 (+1)
15% less capital invested
Capital invested by funds: $101M → $86.3M (-$14.8M)
22% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 27
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.11M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$3.86M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.66M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.06M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$6.44M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.2M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.04M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.09M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$732K |
BUFG Hedge Fund Activity: Q1 2023 in Review
60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q1 2023, worth a combined $86.3M — down 15% from $101M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BUFG positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 27 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $4.11M. The largest seller was World Equity Group, cutting an estimated $6.44M.
- 60 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q1 2023, up from 59 in Q4 2022.
- Funds reported $86.3M of FT Vest Buffered Allocation Growth ETF stock for Q1 2023, down 15% quarter-over-quarter.
- 9 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q1 2023 and 7 closed out, a net change of +2 holders.
- The largest FT Vest Buffered Allocation Growth ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $4.11M added.
- The largest FT Vest Buffered Allocation Growth ETF seller in Q1 2023 was World Equity Group, an estimated $6.44M sold.
Based on aggregated 13F filings for Q1 2023.