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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$13.3M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.26M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.97M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.29M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$560K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$546K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$399K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$319K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$266K |
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.