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FT Vest Fund of Nasdaq-100 Buffer ETFs

26 hedge funds and large institutions have $79.7M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

200% more capital invested

Capital invested by funds: $26.6M → $79.7M (+$53.1M)

100% more funds holding

Funds holding: 1326 (+13)

22.87% less ownership

Funds ownership: 103.46%80.59% (-23%)

Holders
26
Holders Change
+13
Holders Change %
+100%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1
Good Life Advisors
Pennsylvania
$19.2M +$18.3M +768,405 New
LPL Financial
2
LPL Financial
California
$14.7M +$14M +587,499 New
AWM
3
AE Wealth Management
Kansas
$13.8M -$408K -17,160 -3%
PAG
4
Private Advisory Group
Washington
$6.35M +$1.76M +74,247 +41%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.28M +$1.07M +45,135 +27%
SWP
6
Stratos Wealth Partners
Ohio
$4.06M +$3.85M +162,173 New
SHFP
7
Second Half Financial Partners
Florida
$3.96M +$3.76M +158,298 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.61M +$2.32M +97,755 +1,541%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$2.22M +$2.1M +88,565 New
WEG
10
World Equity Group
Illinois
$1.96M +$974K +40,971 +110%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.17M +$1.11M +46,655 New
AWA
12
Arkadios Wealth Advisors
Georgia
$770K +$410K +17,235 +127%
KDA
13
Kraft Davis & Associates
Missouri
$668K +$629K +26,472 New
TWM
14
Tradition Wealth Management
Minnesota
$651K +$48.4K +2,037 +9%
FGG
15
Financial Guidance Group
Florida
$490K +$75.7K +3,185 +19%
NA
16
NewEdge Advisors
Louisiana
$419K +$398K +16,750 New
Jane Street
17
Jane Street
New York
$298K +$283K +11,903 New
Citadel Advisors
18
Citadel Advisors
Florida
$222K +$211K +8,883 New
CAN
19
Cetera Advisor Networks
California
$216K +$205K +8,615 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$211K +$200K +8,428 New
TSS
21
Two Sigma Securities
New York
$209K +$198K +8,338 New
HI
22
Harbour Investments
Wisconsin
$95.3K -$396K -16,664 -81%
CAL
23
Capital Analysts LLC
Pennsylvania
$38K
WP
24
WealthPLAN Partners
Nebraska
$26.7K +$6.65K +280 +36%
SPIA
25
Steward Partners Investment Advisory
New York
$20.3K +$19.3K +812 New

BUFQ Hedge Fund Activity: Q2 2023 in Review

26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q2 2023, worth a combined $79.7M — up 200% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BUFQ positions and 2 closed out — a net gain of 13 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Good Life Advisors, opening a new position worth an estimated $18.3M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $2.39M sold.

  • 26 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q2 2023, up from 13 in Q1 2023.
  • Funds reported $79.7M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q2 2023, up 200% quarter-over-quarter.
  • 15 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q2 2023 and 2 closed out, a net change of +13 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q2 2023 was Good Life Advisors, an estimated $18.3M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q2 2023 was Atria Wealth Solutions, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2023.