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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
Truist Financial
51
Truist Financial
North Carolina
$418K +$412K +15,831 New
WAM
52
Worth Asset Management
Texas
$367K +$353K +13,590 New
HI
53
Harbour Investments
Wisconsin
$352K +$269K +10,348 +387%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$315K +$303K +11,668 New
PWM
55
Prosperity Wealth Management
California
$315K +$303K +11,650 New
EH
56
Equitable Holdings
New York
$259K +$249K +9,591 New
IA
57
IFG Advisory
Georgia
$250K +$241K +9,271 New
PPP
58
Private Portfolio Partners
New Jersey
$249K -$15.5K -595 -6%
BFA
59
Beacon Financial Advisory
Ohio
$236K +$227K +8,724 New
BCI
60
Brinker Capital Investments
Pennsylvania
$230K +$222K +8,547 New
OPS
61
Orion Portfolio Solutions
Nebraska
$230K +$222K +8,547 New
SWA
62
Stratos Wealth Advisors
Ohio
$228K +$220K +8,453 New
CIAS
63
Capital Investment Advisory Services
North Carolina
$178K +$171K +6,592 New
CFGS
64
Concourse Financial Group Securities
Alabama
$98.6K +$94.9K +3,652 New
CAL
65
Capital Analysts LLC
Pennsylvania
$41K
SPIA
66
Steward Partners Investment Advisory
New York
$21.9K
Comerica Bank
67
Comerica Bank
Texas
$13.5K
Wells Fargo
68
Wells Fargo
California
$11.1K +$10.7K +410 New
C
69
Covestor
United Kingdom
$10K +$3.09K +119 +47%
PTC
70
Private Trust Company
Ohio
$6.72K +$1.66K +64 +35%
PAG
71
Private Advisory Group
Washington
-$6M -238,609 Closed
UBS Group
72
UBS Group
Switzerland
-$11.2K -445 Closed

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.