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FT Vest Fund of Nasdaq-100 Buffer ETFs

70 hedge funds and large institutions have $316M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

118% more capital invested

Capital invested by funds: $145M → $316M (+$171M)

71% more funds holding

Funds holding: 4170 (+29)

12.51% more ownership

Funds ownership: 77.22%89.74% (+13%)

Holders
70
Holders Change
+29
Holders Change %
+70.73%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
31
Increased
30
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$2.22M +$1.15M +44,129 +116%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.15M +$1.83M +70,306 +745%
TPWA
28
Twin Peaks Wealth Advisors
California
$1.42M +$1.37M +52,549 New
KPWS
29
Kestra Private Wealth Services
Texas
$1.28M +$970K +37,301 +374%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.27M +$1.22M +47,059 New
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$1.2M +$135K +5,205 +13%
VF
32
VitalStone Financial
Texas
$1.11M +$41.3K +1,589 +4%
FHC
33
First Heartland Consultants
Missouri
$899K +$865K +33,288 New
FHA
34
Flagship Harbor Advisors
Massachusetts
$879K +$846K +32,550 New
CAN
35
Cetera Advisor Networks
California
$844K +$236K +9,063 +41%
AWA
36
Arkadios Wealth Advisors
Georgia
$784K -$48.5K -1,864 -6%
GVAG
37
Great Valley Advisor Group
Delaware
$757K +$46.6K +1,793 +7%
KDA
38
Kraft Davis & Associates
Missouri
$747K +$20.3K +780 +3%
FGG
39
Financial Guidance Group
Florida
$737K +$162K +6,250 +30%
AWS
40
Atria Wealth Solutions
New York
$699K +$673K +25,907 New
TWM
41
Tradition Wealth Management
Minnesota
$679K
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
$671K +$501K +19,270 +344%
SPC
43
Sigma Planning Corp
Michigan
$659K -$852K -32,773 -57%
Citadel Advisors
44
Citadel Advisors
Florida
$637K +$83K +3,193 +16%
OMC
45
Old Mission Capital
Illinois
$612K +$590K +22,679 New
AWM
46
Axxcess Wealth Management
California
$539K +$519K +19,971 New
BRWA
47
B. Riley Wealth Advisors
Florida
$526K -$20.5K -788 -4%
IP
48
Ignite Planners
California
$523K +$78K +3,000 +18%
KWM
49
Kingsview Wealth Management
Oregon
$470K +$452K +17,395 New
FA
50
Flagstar Advisors
New York
$429K +$413K +15,885 New

BUFQ Hedge Fund Activity: Q4 2023 in Review

70 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q4 2023, worth a combined $316M — up 118% from $145M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BUFQ positions and 2 closed out — a net gain of 29 holders — while 30 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.1M. The largest seller was Private Advisory Group, exiting entirely with an estimated $6M sold.

  • 70 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $316M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q4 2023, up 118% quarter-over-quarter.
  • 31 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q4 2023 and 2 closed out, a net change of +29 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q4 2023 was LPL Financial, an estimated $29.1M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q4 2023 was Private Advisory Group, an estimated $6M sold.

Based on aggregated 13F filings for Q4 2023.