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FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

13 hedge funds and large institutions have $26.6M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

89% more capital invested

Capital invested by funds: $14.1M → $26.6M (+$12.5M)

44% more funds holding

Funds holding: 9 → 13 (+4)

9.14% more ownership

Funds ownership: 94.32% → 103.46% (+9.1%)

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisory Group
Washington
+$3.87M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.58M
3
WEG
World Equity Group
Illinois
+$803K
4
AWM
AE Wealth Management
Kansas
+$647K
5
AWA
Arkadios Wealth Advisors
Georgia
+$292K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$95K
2
CAL
Capital Analysts LLC
Pennsylvania
-$55K
3
NA
NewEdge Advisors
Louisiana
-$49.8K
4
Osaic Holdings
Osaic Holdings
Arizona
-$8.71K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$13.1M +$647K +29,956 +6%
PAG
2
Private Advisory Group
Washington
$4.13M +$3.87M +179,284 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.82M +$3.58M +165,632 New
AWS
4
Atria Wealth Solutions
New York
$2.39M +$74.8K +3,464 +3%
WEG
5
World Equity Group
Illinois
$1.24M +$803K +37,148 New
TWM
6
Tradition Wealth Management
Minnesota
$552K +$43.6K +2,020 +9%
HI
7
Harbour Investments
Wisconsin
$472K +$129K +5,966 +41%
FGG
8
Financial Guidance Group
Florida
$377K +$66.3K +3,070 +23%
AWA
9
Arkadios Wealth Advisors
Georgia
$312K +$292K +13,533 New
Osaic Holdings
10
Osaic Holdings
Arizona
$146K -$8.71K -403 -6%
CAL
11
Capital Analysts LLC
Pennsylvania
$35K -$55K -2,544 -63%
WP
12
WealthPLAN Partners
Nebraska
$18.1K +$17K +785 New
ASN
13
Advisory Services Network
Georgia
$1.06K +$994 +46 New
UBS Group
14
UBS Group
Switzerland
– -$95K -4,767 Closed
NA
15
NewEdge Advisors
Louisiana
– -$49.8K -2,500 Closed

BUFQ Hedge Fund Activity: Q1 2023 in Review

13 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q1 2023, worth a combined $26.6M — up 89% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BUFQ positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Private Advisory Group, opening a new position worth an estimated $3.87M. The largest seller was UBS Group, exiting entirely with an estimated $95K sold.

  • 13 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q1 2023, up from 9 in Q4 2022.
  • Funds reported $26.6M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q1 2023, up 89% quarter-over-quarter.
  • 6 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q1 2023 and 2 closed out, a net change of +4 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q1 2023 was Private Advisory Group, an estimated $3.87M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q1 2023 was UBS Group, an estimated $95K sold.

Based on aggregated 13F filings for Q1 2023.