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FT Vest Buffered Allocation Growth ETF
BUFG

65 hedge funds and large institutions have $131M invested in FT Vest Buffered Allocation Growth ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $110M → $131M (+$20.5M)

14% more funds holding

Funds holding: 57 → 65 (+8)

5.65% more ownership

Funds ownership: 76.39% → 82.04% (+5.6%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
25
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Stephens Inc
Arkansas
+$13.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.26M
3
ASN
Advisory Services Network
Georgia
+$2.97M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.29M
5
AssetMark Inc
AssetMark Inc
California
+$1.08M

Top Sellers

1
PAG
Private Advisory Group
Washington
-$560K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$546K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$399K
4
CA
Cetera Advisors
Colorado
-$319K
5
AWA
Authentikos Wealth Advisory
California
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
26
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.05M -$67.5K -3,333 -6%
FPWM
27
FSB Premier Wealth Management
Iowa
$947K +$2.61K +129 +0.3%
KAS
28
Kestra Advisory Services
Texas
$929K +$3.42K +169 +0.4%
AWM
29
Avior Wealth Management
Nebraska
$869K +$289K +14,291 +48%
SPC
30
Sigma Planning Corp
Michigan
$783K -$70.3K -3,473 -8%
FGG
31
Financial Guidance Group
Florida
$738K +$63.3K +3,125 +9%
OBWG
32
Onyx Bridge Wealth Group
New York
$701K -$31.3K -1,545 -4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$659K -$232K -11,460 -25%
HIS
34
Harvest Investment Services
Illinois
$612K +$77.4K +3,822 +14%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$564K +$17.2K +851 +3%
RC
36
Rovin Capital
Arizona
$547K +$47.7K +2,353 +9%
AWS
37
Atria Wealth Solutions
New York
$536K +$35.6K +1,756 +7%
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$535K – – –
IWM
39
Iams Wealth Management
Nebraska
$507K +$522K +25,776 New
AAS
40
Ameritas Advisory Services
Nebraska
$497K +$6.36K +314 +1%
CCFM
41
Clear Creek Financial Management
Washington
$484K -$4.05K -200 -0.8%
DFA
42
DHJJ Financial Advisors
Illinois
$466K -$7.09K -350 -1%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$437K +$450K +22,230 New
HI
44
Harbour Investments
Wisconsin
$417K -$2.02K -100 -0.5%
RIA
45
Regal Investment Advisors
Michigan
$373K +$60.8K +3,000 +19%
TC
46
TownSquare Capital
Utah
$351K +$28.3K +1,396 +8%
CWA
47
Centennial Wealth Advisory
Michigan
$293K +$302K +14,913 New
SFS
48
Sowell Financial Services
Arkansas
$286K -$33.3K -1,643 -10%
LPL Financial
49
LPL Financial
California
$270K +$55K +2,716 +25%
KWM
50
KFG Wealth Management
Indiana
$265K – – –
1
2
3

BUFG Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q3 2023, worth a combined $131M — up 19% from $110M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUFG positions and 1 closed out — a net gain of 8 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Stephens Inc, opening a new position worth an estimated $13.3M. The largest seller was Private Advisory Group, exiting entirely with an estimated $560K sold.

  • 65 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $131M of FT Vest Buffered Allocation Growth ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 9 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q3 2023 and 1 closed out, a net change of +8 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q3 2023 was Stephens Inc, an estimated $13.3M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q3 2023 was Private Advisory Group, an estimated $560K sold.

Based on aggregated 13F filings for Q3 2023.