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FT Vest Fund of Buffer ETFs

349 hedge funds and large institutions have $4.42B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 200 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 80

17% more capital invested

Capital invested by funds: $3.76B → $4.42B (+$657M)

8% more funds holding

Funds holding: 324349 (+25)

0.73% less ownership

Funds ownership: 83.76%83.03% (-0.73%)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
349
Holders Change
+25
Holders Change %
+7.72%
% of All Funds
5.01%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
44
Increased
200
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
226
Independent Wealth Network
Iowa
$1.01M +$101K +3,454 +11%
EFS
227
Essex Financial Services
Connecticut
$1M +$37.1K +1,270 +4%
WWMSC
228
Wagner Wealth Management (South Carolina)
South Carolina
$1M +$877 +30 +0.1%
HWMO
229
Heritage Wealth Management (Ohio)
Ohio
$987K +$6.69K +229 +0.7%
AIP
230
Ameritas Investment Partners
Nebraska
$980K +$264K +9,025 +38%
QCIG
231
Quad-Cities Investment Group
Iowa
$977K +$122K +4,168 +15%
CAM
232
Cozad Asset Management
Illinois
$974K +$116K +3,958 +14%
PWP
233
Precedent Wealth Partners
Texas
$970K +$948K +32,454 New
SW
234
SteelPeak Wealth
California
$937K -$11.7K -400 -1%
AC
235
AIFG Consultants
New York
$932K -$2.05M -70,219 -69%
EWA
236
EverSource Wealth Advisors
Alabama
$930K -$5.67K -194 -0.6%
KWA
237
Kingswood Wealth Advisors
California
$926K -$507K -17,359 -36%
DFA
238
DHJJ Financial Advisors
Illinois
$909K +$228K +7,810 +35%
TA
239
TrueWealth Advisors
Alabama
$869K
PA
240
PFG Advisors
Arizona
$832K +$96.4K +3,300 +13%
AWAP
241
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$812K
AA
242
Ancora Advisors
Ohio
$807K +$789K +27,000 New
PA
243
Pinnacle Associates
New York
$806K -$63.3K -2,165 -7%
CCP
244
Clarity Capital Partners
California
$800K +$86.8K +2,969 +12%
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$786K -$23.3K -799 -3%
BF
246
BOK Financial
Oklahoma
$782K -$14.7K -504 -2%
BIP
247
Blueprint Investment Partners
North Carolina
$774K +$756K +25,883 New
AQR Capital Management
248
AQR Capital Management
Connecticut
$759K +$742K +25,381 New
NFG
249
Nations Financial Group
Iowa
$757K +$176K +6,038 +31%
Morgan Stanley
250
Morgan Stanley
New York
$752K +$148K +5,060 +25%