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FT Vest Fund of Nasdaq-100 Buffer ETFs

41 hedge funds and large institutions have $145M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

82% more capital invested

Capital invested by funds: $79.7M → $145M (+$65.1M)

58% more funds holding

Funds holding: 2641 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.36% less ownership

Funds ownership: 80.59%77.22% (-3.4%)

Holders
41
Holders Change
+15
Holders Change %
+57.69%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
15
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$513K +$291K +11,506 +130%
BRWA
27
B. Riley Wealth Advisors
Florida
$510K +$512K +20,270 New
IP
28
Ignite Planners
California
$414K +$417K +16,500 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$403K +$405K +16,024 New
Mariner
30
Mariner
Kansas
$399K +$401K +15,853 New
KPWS
31
Kestra Private Wealth Services
Texas
$251K +$252K +9,968 New
PPP
32
Private Portfolio Partners
New Jersey
$247K +$248K +9,817 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$238K +$239K +9,441 New
HGERS
34
Householder Group Estate & Retirement Specialist
Arizona
$141K +$142K +5,608 New
HI
35
Harbour Investments
Wisconsin
$67.3K -$28.5K -1,130 -30%
CAL
36
Capital Analysts LLC
Pennsylvania
$38K
SPIA
37
Steward Partners Investment Advisory
New York
$20.4K
Comerica Bank
38
Comerica Bank
Texas
$12.6K +$12.6K +500 New
UBS Group
39
UBS Group
Switzerland
$11.2K +$11.2K +445 New
C
40
Covestor
United Kingdom
$6K +$1.44K +57 +29%
PTC
41
Private Trust Company
Ohio
$4.66K +$4.67K +185 New
SHFP
42
Second Half Financial Partners
Florida
-$3.96M -158,298 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$1.17M -46,655 Closed
Jane Street
44
Jane Street
New York
-$298K -11,903 Closed
TSS
45
Two Sigma Securities
New York
-$209K -8,338 Closed
WP
46
WealthPLAN Partners
Nebraska
-$26.7K -1,065 Closed

BUFQ Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q3 2023, worth a combined $145M — up 82% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BUFQ positions and 5 closed out — a net gain of 15 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $36M. The largest seller was Second Half Financial Partners, exiting entirely with an estimated $3.96M sold.

  • 41 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q3 2023, up from 26 in Q2 2023.
  • Funds reported $145M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q3 2023, up 82% quarter-over-quarter.
  • 20 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q3 2023 and 5 closed out, a net change of +15 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q3 2023 was LPL Financial, an estimated $36M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q3 2023 was Second Half Financial Partners, an estimated $3.96M sold.

Based on aggregated 13F filings for Q3 2023.