FT Vest Buffered Allocation Growth ETF
BUFG
59 hedge funds and large institutions have $101M invested in FT Vest Buffered Allocation Growth ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
13% more funds holding
Funds holding: 52 → 59 (+7)
1% more capital invested
Capital invested by funds: $99.6M → $101M (+$1.44M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
40% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 25
245.06% less ownership
Funds ownership: 311.11% → 66.05% (-245%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.49M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.16M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.16M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$792K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$785K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.22M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.53M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.49M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HAS
51
HBW Advisory Services
Simi Valley,
California
| $219K | -$2.69K | -150 | -1% |
|
|
SOS
52
Silver Oak Securities
Jackson,
Tennessee
| $188K | -$40.9K | -2,284 | -18% |
|
|
TWM
53
Tradition Wealth Management
Edina,
Minnesota
| $134K | – | – | – |
|
54
UBS Group
Zurich,
Switzerland
| $80.7K | +$46.3K | +2,585 | +135% |
|
|
MCC
55
Money Concepts Capital
Palm Beach Gardens,
Florida
| $58.5K | +$39.3K | +2,196 | +207% |
|
|
CAL
56
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $9K | – | – | – |
|
57
JP Morgan Chase
New York
| $6K | +$5.57K | +311 | New |
|
|
LFG
58
Larson Financial Group
St Louis,
Missouri
| $1.8K | – | – | – |
|
59
Wells Fargo
San Francisco,
California
| $18 | – | – | – |
|
|
MWM
60
Maltin Wealth Management
Ridgewood,
New Jersey
| – | -$923K | -54,699 | Closed |
|
|
RC
61
Rovin Capital
Mesa,
Arizona
| – | -$884K | -52,412 | Closed |
|
|
RPGK
62
Retirement Planning Group (Kansas)
Leawood,
Kansas
| – | -$634K | -37,578 | Closed |
|
|
MOS
63
MGO One Seven
Beachwood,
Ohio
| – | -$247 | -14,700 | Closed |
|
|
SBL
64
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$5K | -285 | Closed |
|
BUFG Hedge Fund Activity: Q4 2022 in Review
59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q4 2022, worth a combined $101M — up 1.4% from $99.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BUFG positions and 5 closed out — a net gain of 9 holders — while 15 added to existing stakes and 25 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $2.49M. The largest seller was Envestnet Asset Management, cutting an estimated $3.7M.
- 59 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q4 2022, up from 52 in Q3 2022.
- Funds reported $101M of FT Vest Buffered Allocation Growth ETF stock for Q4 2022, up 1.4% quarter-over-quarter.
- 14 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q4 2022 and 5 closed out, a net change of +9 holders.
- The largest FT Vest Buffered Allocation Growth ETF buyer in Q4 2022 was Integrated Wealth Concepts, an estimated $2.49M added.
- The largest FT Vest Buffered Allocation Growth ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $3.7M sold.
Based on aggregated 13F filings for Q4 2022.