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FT Vest Fund of Buffer ETFs

108 hedge funds and large institutions have $495M invested in FT Vest Fund of Buffer ETFs in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.23% less ownership

Funds ownership: 99.41%99.18% (-0.23%)

2% less funds holding

Funds holding: 110108 (-2)

8% less capital invested

Capital invested by funds: $540M → $495M (-$45.4M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
18
Increased
58
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$4.76M +$481K +21,479 +11%
OIA
27
OneDigital Investment Advisors
Kansas
$4.71M +$92.1K +4,115 +2%
TWM
28
Triton Wealth Management
Arizona
$4.39M +$363K +16,234 +9%
IA
29
IFP Advisors
Florida
$4.39M
DP
30
Denver PWM
Colorado
$4.12M +$105K +4,708 +3%
MTWM
31
Masso Torrence Wealth Management
New Jersey
$4.11M -$212K -9,461 -5%
KWM
32
Kingsview Wealth Management
Oregon
$4.05M +$59.3K +2,648 +1%
T
33
TRUADVICE
Florida
$3.78M +$400K +17,860 +12%
VCP
34
Verus Capital Partners
Arizona
$3.53M -$3.75M -167,769 -75%
FIM
35
Freedom Investment Management
Connecticut
$3M +$1.15M +51,546 +58%
LA
36
LexAurum Advisors
Kansas
$2.45M -$1.65M -73,633 -39%
QA
37
Quantitative Advantage
Minnesota
$2.28M +$152K +6,809 +7%
PAG
38
Private Advisory Group
Washington
$2.25M +$842K +37,619 +56%
MFS
39
Madrona Financial Services
Washington
$2.22M +$322K +14,411 +16%
PWM
40
PRW Wealth Management
Massachusetts
$2.19M +$2.28M +101,810 New
IAN
41
Integrated Advisors Network
Texas
$2.18M +$773K +34,530 +51%
SWA
42
Stratos Wealth Advisors
Ohio
$2.14M -$649K -29,006 -23%
OC
43
Oppenheimer & Co
New York
$2.04M +$2.12M +94,861 New
OMC
44
Old Mission Capital
Illinois
$2M +$1.25M +55,760 +148%
SG
45
StoneX Group
New York
$1.93M +$256K +11,421 +15%
CF
46
Centaurus Financial
California
$1.86M +$127K +5,680 +7%
MWM
47
Meridian Wealth Management
Kentucky
$1.83M +$1.12M +50,135 +143%
SS
48
Simplicity Solutions
Minnesota
$1.77M +$1.85M +82,584 New
TRIA
49
Trail Ridge Investment Advisors
Colorado
$1.74M +$1.45M +64,700 +391%
KFI
50
Key Financial Inc
Pennsylvania
$1.69M +$779K +34,817 +81%

BUFR Hedge Fund Activity: Q2 2022 in Review

108 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2022, worth a combined $495M — down 8.4% from $540M a quarter earlier.

Fund positioning in BUFR was balanced in Q2 2022: 18 funds opened new positions, 18 closed out, 58 added to existing stakes and 23 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.7M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $6.37M.

  • 108 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $495M of FT Vest Fund of Buffer ETFs stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 18 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2022 and 18 closed out, a net change of 0 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2022 was Commonwealth Equity Services, an estimated $10.7M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2022 was Arkadios Wealth Advisors, an estimated $6.37M sold.

Based on aggregated 13F filings for Q2 2022.