We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs

209 hedge funds and large institutions have $1.5B invested in FT Vest Fund of Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 8

190% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 39

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

51% more capital invested

Capital invested by funds: $998M → $1.5B (+$507M)

22% more funds holding

Funds holding: 172209 (+37)

7.19% more ownership

Funds ownership: 72.42%79.6% (+7.2%)

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.38%
New
45
Increased
113
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
26
Sweet Financial Partners
Minnesota
$12.4M +$164K +6,542 +1%
PAG
27
Private Advisor Group
New Jersey
$11.9M +$7.98M +317,462 +187%
M1FG
28
Mach-1 Financial Group
Arkansas
$11.7M +$12M +475,826 New
Truist Financial
29
Truist Financial
North Carolina
$11.5M +$9.23M +367,177 +363%
FA
30
FDx Advisors
Illinois
$11.4M +$19.5K +775 +0.2%
SI
31
SimpliFi Inc
California
$9.73M -$604K -24,029 -6%
WIM
32
WealthPlan Investment Management
Nebraska
$9.55M +$2.67M +106,345 +38%
GFG
33
Goldstone Financial Group
Illinois
$9.52M +$129K +5,146 +1%
ACA
34
Ascension Capital Advisors
Texas
$8.62M +$7.81M +310,962 +757%
CAM
35
Concorde Asset Management
Michigan
$8.39M +$2.05M +81,415 +31%
KPWS
36
Kestra Private Wealth Services
Texas
$8.13M +$1.18M +46,805 +16%
DA
37
Drake & Associates
Wisconsin
$8.11M +$172K +6,844 +2%
TWP
38
Tower Wealth Partners
Pennsylvania
$8.09M +$46.2K +1,839 +0.6%
KA
39
Kure Advisory
Minnesota
$7.36M +$7.55M +300,501 New
NA
40
NewEdge Advisors
Louisiana
$7.14M +$3.24M +128,854 +79%
PGWM
41
Pitti Group Wealth Management
New York
$6.91M +$249K +9,896 +4%
IWM
42
IHT Wealth Management
Illinois
$6.81M +$5.14M +204,652 +278%
MCC
43
Money Concepts Capital
Florida
$6.81M +$1.63M +65,007 +31%
NP
44
NorthRock Partners
Minnesota
$6.66M +$89.1K +3,546 +1%
TWM
45
Triton Wealth Management
Arizona
$6.64M +$170K +6,762 +3%
KFI
46
Key Financial Inc
Pennsylvania
$6.63M +$211K +8,387 +3%
WAAG
47
Wealth Alliance Advisory Group
Kansas
$6.6M +$6.78M +269,615 New
CG
48
Clarus Group
Texas
$6.32M -$793K -31,555 -11%
AAS
49
Ameritas Advisory Services
Nebraska
$6.23M +$5.27M +209,716 +471%
PFS
50
Prospera Financial Services
Texas
$6.23M +$6.11M +242,964 +2,153%