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FT Vest Fund of Buffer ETFs

120 hedge funds and large institutions have $489M invested in FT Vest Fund of Buffer ETFs in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

11% more funds holding

Funds holding: 108120 (+12)

2.17% more ownership

Funds ownership: 99.18%101.35% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $495M → $489M (-$5.74M)

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
2.07%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
56
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$5.2M -$284K -12,774 -5%
IA
27
IFP Advisors
Florida
$4.89M +$557K +25,068 +12%
OIA
28
OneDigital Investment Advisors
Kansas
$4.71M +$149K +6,705 +3%
TWM
29
Triton Wealth Management
Arizona
$4.12M -$82.5K -3,711 -2%
PGWM
30
Pitti Group Wealth Management
New York
$4.03M +$4.3M +193,240 New
DP
31
Denver PWM
Colorado
$3.92M -$152K -6,841 -4%
MTWM
32
Masso Torrence Wealth Management
New Jersey
$3.83M -$176K -7,901 -4%
T
33
TRUADVICE
Florida
$3.6M -$47.9K -2,154 -1%
PAG
34
Private Advisory Group
Washington
$3.58M +$1.5M +67,398 +64%
FIM
35
Freedom Investment Management
Connecticut
$3.52M +$649K +29,171 +21%
KWM
36
Kingsview Wealth Management
Oregon
$3.15M -$837K -37,635 -20%
TRIA
37
Trail Ridge Investment Advisors
Colorado
$2.75M +$912K +41,025 +50%
MWM
38
Meridian Wealth Management
Kentucky
$2.67M +$955K +42,929 +50%
LA
39
LexAurum Advisors
Kansas
$2.39M +$11.2K +505 +0.4%
MFS
40
Madrona Financial Services
Washington
$2.25M +$99.9K +4,495 +4%
QA
41
Quantitative Advantage
Minnesota
$2.23M +$15.2K +685 +0.6%
PWM
42
PRW Wealth Management
Massachusetts
$2.15M +$32.6K +1,466 +1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.1M +$2.24M +100,961 New
OC
44
Oppenheimer & Co
New York
$2.04M +$64.4K +2,896 +3%
IAN
45
Integrated Advisors Network
Texas
$1.95M -$175K -7,869 -8%
SWA
46
Stratos Wealth Advisors
Ohio
$1.91M -$184K -8,284 -8%
SG
47
StoneX Group
New York
$1.88M +$5.2K +234 +0.3%
SS
48
Simplicity Solutions
Minnesota
$1.84M +$131K +5,906 +7%
CF
49
Centaurus Financial
California
$1.81M +$8.89K +400 +0.5%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M +$1.61M +72,388 +797%

BUFR Hedge Fund Activity: Q3 2022 in Review

120 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q3 2022, worth a combined $489M — down 1.2% from $495M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BUFR positions and 7 closed out — a net gain of 13 holders — while 56 added to existing stakes and 33 trimmed.

The largest buyer was MML Investors Services, adding an estimated $5.57M. The largest seller was GW Henssler & Associates, exiting entirely with an estimated $47M sold.

  • 120 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q3 2022, up from 108 in Q2 2022.
  • Funds reported $489M of FT Vest Fund of Buffer ETFs stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 20 funds opened new FT Vest Fund of Buffer ETFs positions in Q3 2022 and 7 closed out, a net change of +13 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q3 2022 was MML Investors Services, an estimated $5.57M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q3 2022 was GW Henssler & Associates, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2022.