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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
DCM
51
Davidson Capital Management
Texas
$1.51M +$7.07K +318 +0.4%
KFI
52
Key Financial Inc
Pennsylvania
$1.45M -$184K -8,259 -11%
LPL Financial
53
LPL Financial
California
$1.42M +$32.6K +1,468 +2%
SPC
54
Sigma Planning Corp
Michigan
$1.4M +$38.1K +1,713 +3%
AWAP
55
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.29M +$79.9K +3,594 +6%
OMC
56
Old Mission Capital
Illinois
$1.26M -$731K -32,894 -35%
CCFM
57
Clear Creek Financial Management
Washington
$1.19M -$201K -9,040 -14%
KA
58
Kovack Advisors
Florida
$1.16M -$88.7K -3,987 -7%
SI
59
Stephens Inc
Arkansas
$1.11M +$1.18M +53,265 New
ACA
60
Ascension Capital Advisors
Texas
$1.1M -$28.6K -1,287 -2%
WWM
61
Western Wealth Management
Colorado
$1.04M -$121K -5,427 -10%
HAS
62
HBW Advisory Services
California
$995K +$1.06M +47,758 New
IF
63
Integrity Financial
Wyoming
$861K -$86.3K -3,883 -9%
DAS
64
Dynamic Advisor Solutions
Arizona
$692K -$6.94K -312 -0.9%
PAG
65
Private Advisor Group
New Jersey
$660K -$101K -4,541 -13%
SB
66
Strategic Blueprint
Georgia
$651K +$18.5K +830 +3%
MA
67
Mutual Advisors
Nebraska
$650K +$97.8K +4,400 +16%
HSA
68
HBK Sorce Advisory
Pennsylvania
$607K +$648K +29,134 New
RIA
69
Regal Investment Advisors
Michigan
$598K +$638K +28,692 New
WS
70
Wedbush Securities
California
$595K +$111 +5 +0%
CA
71
Cambridge Advisors
Nebraska
$587K +$101K +4,525 +19%
CA
72
Claro Advisors
Massachusetts
$576K
CP
73
Castleview Partners
Texas
$551K -$692K -31,143 -54%
SCA
74
Snowden Capital Advisors
New York
$550K +$175K +7,848 +42%
BF
75
BOK Financial
Oklahoma
$548K

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.