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FT Vest Fund of Buffer ETFs

172 hedge funds and large institutions have $998M invested in FT Vest Fund of Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

102% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 43

66% more capital invested

Capital invested by funds: $602M → $998M (+$396M)

16% more funds holding

Funds holding: 148172 (+24)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

0.42% more ownership

Funds ownership: 72%72.42% (+0.42%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.56M

Holders
172
Holders Change
+24
Holders Change %
+16.22%
% of All Funds
2.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
32
Increased
87
Reduced
43
Closed
6
Calls
Puts
$3.56M
Net Calls
-$3.56M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CAP
26
Columbia Advisory Partners
Washington
$10.9M +$868K +36,249 +9%
SI
27
SimpliFi Inc
California
$10.5M -$15.6K -653 -0.2%
GFG
28
Goldstone Financial Group
Illinois
$9.61M +$9.18M +383,636 New
TWP
29
Tower Wealth Partners
Pennsylvania
$8.22M +$55.5K +2,319 +0.7%
BCM
30
Brookstone Capital Management
Illinois
$8.16M +$3.75M +156,509 +91%
DA
31
Drake & Associates
Wisconsin
$8.12M +$989K +41,337 +15%
CG
32
Clarus Group
Texas
$7.25M +$359K +14,980 +5%
KPWS
33
Kestra Private Wealth Services
Texas
$7.14M +$703K +29,354 +11%
WIM
34
WealthPlan Investment Management
Nebraska
$7.13M -$3.24M -135,205 -32%
PGWM
35
Pitti Group Wealth Management
New York
$6.81M +$1.75M +72,952 +37%
NP
36
NorthRock Partners
Minnesota
$6.72M -$1.67M -69,853 -21%
TWM
37
Triton Wealth Management
Arizona
$6.6M +$56K +2,340 +0.9%
KFI
38
Key Financial Inc
Pennsylvania
$6.57M +$751K +31,374 +14%
CAM
39
Concorde Asset Management
Michigan
$6.54M +$6.25M +261,150 New
RA
40
RiverTree Advisors
Florida
$5.75M +$1.19M +49,579 +28%
PWM
41
Purus Wealth Management
California
$5.37M +$5.13M +214,405 New
MCC
42
Money Concepts Capital
Florida
$5.33M +$4.76M +198,797 +1,394%
OIA
43
OneDigital Investment Advisors
Kansas
$5.31M -$214K -8,930 -4%
CF
44
Centaurus Financial
California
$5.11M -$1.87M -78,150 -28%
MWM
45
Meridian Wealth Management
Kentucky
$5.09M +$201K +8,389 +4%
SPIA
46
Steward Partners Investment Advisory
New York
$4.95M +$3.21M +134,104 +211%
DP
47
Denver PWM
Colorado
$4.76M +$64.2K +2,684 +1%
KWM
48
Kingsview Wealth Management
Oregon
$4.66M +$109K +4,536 +2%
PAG
49
Private Advisor Group
New Jersey
$4.26M +$4.07M +170,048 New
SPC
50
Sigma Planning Corp
Michigan
$4.18M +$120 +5 +0%

BUFR Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2023, worth a combined $998M — up 66% from $602M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BUFR positions and 6 closed out — a net gain of 26 holders — while 87 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $116M. The largest seller was Ameritas Advisory Services, cutting an estimated $5.2M.

  • 172 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2023, up from 148 in Q1 2023.
  • Funds reported $998M of FT Vest Fund of Buffer ETFs stock for Q2 2023, up 66% quarter-over-quarter.
  • 32 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2023 and 6 closed out, a net change of +26 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2023 was LPL Financial, an estimated $116M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2023 was Ameritas Advisory Services, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2023.