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.
7.46% more ownership
Funds ownership: 68.93% → 76.39% (+7.5%)
6% more capital invested
Capital invested by funds: $104M → $110M (+$6.22M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.44M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$2.95M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$1.51M |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$719K |
| 5 |
AssetMark Inc
Concord,
California
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.77M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.58M |
| 3 |
PGWM
Pitti Group Wealth Management
Victor,
New York
|
-$1.51M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$850K |
BUFG Hedge Fund Activity: Q2 2023 in Review
57 of the 6,383 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 6% from $104M 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 6% 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.