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FT Vest Buffered Allocation Growth ETF
BUFG

57 hedge funds and large institutions have $110M invested in FT Vest Buffered Allocation Growth ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $86.3M → $110M (+$24M)

7.46% more ownership

Funds ownership: 68.93% → 76.39% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 60 → 57 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
29
Closed
9
Calls
–
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$1.03M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.44M
2
WEG
World Equity Group
Illinois
+$2.95M
3
AWE
Avidian Wealth Enterprises
Texas
+$1.51M
4
OBWG
Onyx Bridge Wealth Group
New York
+$719K
5
AssetMark Inc
AssetMark Inc
California
+$406K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.77M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.58M
3
PGWM
Pitti Group Wealth Management
New York
-$1.51M
4
OMC
Old Mission Capital
Illinois
-$1.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$850K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$908K +$65.2K +3,368 +8%
SPC
27
Sigma Planning Corp
Michigan
$873K -$439K -22,709 -34%
OBWG
28
Onyx Bridge Wealth Group
New York
$750K +$719K +37,165 New
FGG
29
Financial Guidance Group
Florida
$694K +$81.6K +4,217 +14%
AWM
30
Avior Wealth Management
Nebraska
$603K -$85.9K -4,439 -13%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$562K +$909 +47 +0.2%
PAG
32
Private Advisory Group
Washington
$560K +$3.5K +181 +0.7%
HIS
33
Harvest Investment Services
Illinois
$550K +$128K +6,598 +32%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$549K -$271 -14 -0.1%
AWS
35
Atria Wealth Solutions
New York
$515K +$56.9K +2,939 +13%
RC
36
Rovin Capital
Arizona
$514K +$48.5K +2,505 +11%
CCFM
37
Clear Creek Financial Management
Washington
$500K – – –
AAS
38
Ameritas Advisory Services
Nebraska
$495K -$6.08K -314 -1%
DFA
39
DHJJ Financial Advisors
Illinois
$485K -$4.74K -245 -1%
HI
40
Harbour Investments
Wisconsin
$430K -$29K -1,500 -7%
AssetMark Inc
41
AssetMark Inc
California
$424K +$406K +20,994 New
SOS
42
Silver Oak Securities
Tennessee
$333K +$33.3K +1,723 +12%
TC
43
TownSquare Capital
Utah
$331K +$2.52K +130 +0.8%
SFS
44
Sowell Financial Services
Arkansas
$327K +$313K +16,201 New
RIA
45
Regal Investment Advisors
Michigan
$322K -$20.3K -1,050 -6%
WS
46
Wedbush Securities
California
$279K -$18.2K -940 -6%
KWM
47
KFG Wealth Management
Indiana
$272K – – –
TWM
48
Tradition Wealth Management
Minnesota
$252K +$46.7K +2,416 +24%
CF
49
Centaurus Financial
California
$240K -$121K -6,241 -34%
HAS
50
HBW Advisory Services
California
$236K – – –
1
2
3

BUFG Hedge Fund Activity: Q2 2023 in Review

57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q2 2023, worth a combined $110M — up 28% from $86.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BUFG and 6 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 19 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $5.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.77M.

  • 57 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q2 2023, down from 60 in Q1 2023.
  • Funds reported $110M of FT Vest Buffered Allocation Growth ETF stock for Q2 2023, up 28% quarter-over-quarter.
  • 6 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q2 2023 and 9 closed out, a net change of -3 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q2 2023 was Carson Wealth (CWM LLC), an estimated $5.44M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2023.