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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
RA
51
RiverTree Advisors
Florida
$6.21M +$605K +24,080 +10%
CAP
52
Columbia Advisory Partners
Washington
$6.16M -$4.58M -182,151 -42%
DP
53
Denver PWM
Colorado
$6.09M +$1.49M +59,323 +31%
BCM
54
Brookstone Capital Management
Illinois
$5.79M -$2.31M -92,118 -28%
IFG
55
Independent Financial Group
California
$5.57M +$5.71M +227,335 New
MWM
56
Meridian Wealth Management
Kentucky
$5.46M +$490K +19,506 +10%
AAS
57
Avantax Advisory Services
Texas
$5.43M +$2.25M +89,558 +68%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$5.27M +$3.54M +140,928 +190%
PWM
59
Purus Wealth Management
California
$5.26M +$10.7K +426 +0.2%
CF
60
Centaurus Financial
California
$5.24M +$247K +9,837 +5%
SPIA
61
Steward Partners Investment Advisory
New York
$5.09M +$255K +10,137 +5%
CW
62
CreativeOne Wealth
Kansas
$5.08M +$3.45M +137,436 +196%
WEG
63
World Equity Group
Illinois
$5.04M +$3.18M +126,415 +159%
VF
64
VitalStone Financial
Texas
$4.78M +$4.79M +190,707 New
KWM
65
Kingsview Wealth Management
Oregon
$4.68M +$122K +4,871 +3%
OIA
66
OneDigital Investment Advisors
Kansas
$4.54M -$667K -26,561 -13%
OC
67
Oppenheimer & Co
New York
$4.53M +$1.81M +72,114 +64%
SIM
68
SSI Investment Management
California
$4.51M +$4.63M +184,280 New
SS
69
Simplicity Solutions
Minnesota
$4.31M +$1.47M +58,695 +50%
T
70
TRUADVICE
Florida
$4.2M +$108K +4,315 +3%
VBFP
71
Valtinson Bruner Financial Planning
Minnesota
$4.18M +$812K +32,320 +23%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$3.98M +$4.09M +162,686 New
SPC
73
Sigma Planning Corp
Michigan
$3.79M -$310K -12,336 -7%
PG
74
Prostatis Group
Maryland
$3.64M +$1.3M +51,705 +53%
FHA
75
First Horizon Advisors
Tennessee
$3.55M +$3.64M +144,879 New