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FT Vest Buffered Allocation Growth ETF

39 hedge funds and large institutions have $87M invested in FT Vest Buffered Allocation Growth ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

147% more capital invested

Capital invested by funds: $35.2M → $87M (+$51.8M)

140.08% more ownership

Funds ownership: 91.09%231.17% (+140%)

34% more funds holding

Funds holding: 2939 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
20
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.9M +$17.4M +889,639 +412%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.6M +$14.3M +729,386 +459%
CA
3
Cetera Advisors
Colorado
$6.12M +$3.71M +189,240 +159%
PGWM
4
Pitti Group Wealth Management
New York
$5.08M +$1.03M +52,689 +26%
CAN
5
Cetera Advisor Networks
California
$4.58M +$3.75M +191,015 +481%
AI
6
Atria Investments
North Carolina
$4.07M +$317K +16,174 +9%
Mariner
7
Mariner
Kansas
$3.65M -$90.6K -4,621 -2%
EA
8
Ellsworth Advisors
Ohio
$2.54M +$2.54M +129,257 New
SF
9
Synovus Financial
Georgia
$2.4M +$2.37M +120,847 New
IA
10
IFP Advisors
Florida
$2.25M +$572K +29,185 +35%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.99M +$1.92M +97,835 +3,799%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.56M +$619K +31,546 +67%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$1.15M +$1.13M +57,728 New
FPWM
14
FSB Premier Wealth Management
Iowa
$1.07M +$119K +6,056 +12%
APA
15
American Portfolios Advisors
New York
$887K +$24.8K +1,264 +3%
TCM
16
Triumph Capital Management
Colorado
$882K +$872K +44,459 New
HIS
17
Harvest Investment Services
Illinois
$825K +$817K +41,633 New
SAM
18
Strategic Asset Management
Minnesota
$772K +$235K +11,990 +45%
CCFM
19
Clear Creek Financial Management
Washington
$758K -$17.7K -900 -2%
NA
20
NewEdge Advisors
Louisiana
$668K +$204K +10,405 +45%
ACA
21
Aptus Capital Advisors
Alabama
$645K +$638K +32,517 New
GWANC
22
Guardian Wealth Advisors (North Carolina)
North Carolina
$645K +$638K +32,517 New
RC
23
Rovin Capital
Arizona
$627K +$189K +9,661 +44%
DFA
24
DHJJ Financial Advisors
Illinois
$601K +$122K +6,240 +26%
KAS
25
Kestra Advisory Services
Texas
$565K +$92.6K +4,720 +20%

BUFG Hedge Fund Activity: Q1 2022 in Review

39 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q1 2022, worth a combined $87M — up 147% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BUFG positions and 6 closed out — a net gain of 11 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.4M. The largest seller was Maltin Wealth Management, exiting entirely with an estimated $1.26M sold.

  • 39 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q1 2022, up from 29 in Q4 2021.
  • Funds reported $87M of FT Vest Buffered Allocation Growth ETF stock for Q1 2022, up 147% quarter-over-quarter.
  • 17 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q1 2022 and 6 closed out, a net change of +11 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $17.4M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q1 2022 was Maltin Wealth Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2022.