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FT Vest Fund of Buffer ETFs

349 hedge funds and large institutions have $4.42B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 200 increasing their positions, 80 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

150% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 80

17% more capital invested

Capital invested by funds: $3.76B → $4.42B (+$657M)

8% more funds holding

Funds holding: 324349 (+25)

0.73% less ownership

Funds ownership: 83.76%83.03% (-0.73%)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
349
Holders Change
+25
Holders Change %
+7.72%
% of All Funds
5.01%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.62%
New
44
Increased
200
Reduced
80
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$13.2M +$3.33M +113,986 +35%
IFG
52
Independent Financial Group
California
$12.6M +$3.16M +108,146 +34%
PIS
53
POM Investment Strategies
North Carolina
$12.5M +$45.5K +1,558 +0.4%
SPC
54
Sigma Planning Corp
Michigan
$12.5M +$3.04M +103,987 +33%
BFG
55
Bleakley Financial Group
New Jersey
$12.2M +$1.47M +50,451 +14%
SFS
56
Solitude Financial Services
Virginia
$12.1M +$56.7K +1,941 +0.5%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$12M +$2.47M +84,525 +27%
PA
58
PSI Advisors
Florida
$11.5M -$254K -8,691 -2%
AI
59
Atria Investments
North Carolina
$11.5M +$8.05M +275,595 +253%
SI
60
SimpliFi Inc
California
$11.5M -$39.2K -1,341 -0.3%
DA
61
Drake & Associates
Wisconsin
$11.4M +$399K +13,651 +4%
WIM
62
WealthPlan Investment Management
Nebraska
$11.3M +$484K +16,568 +5%
TWP
63
Tower Wealth Partners
Pennsylvania
$11.1M -$643 -22 -0%
KFI
64
Key Financial Inc
Pennsylvania
$11.1M +$132K +4,514 +1%
PGWM
65
Pitti Group Wealth Management
New York
$11M
SB
66
Strategic Blueprint
Georgia
$11M +$1.57M +53,713 +17%
PFS
67
Prospera Financial Services
Texas
$11M -$9.7M -332,095 -47%
FHA
68
First Horizon Advisors
Tennessee
$10.8M +$217K +7,410 +2%
AAS
69
Avantax Advisory Services
Texas
$10.8M -$2.11M -72,052 -17%
CIA
70
Concurrent Investment Advisors
Florida
$10.7M -$53.1K -1,817 -0.5%
CAM
71
Concorde Asset Management
Michigan
$10.5M -$7.4M -253,369 -42%
IA
72
IFG Advisory
Georgia
$10.5M +$805K +27,540 +9%
HighTower Advisors
73
HighTower Advisors
Illinois
$10.4M -$5.05M -172,734 -33%
AFG
74
ABLE Financial Group
Arizona
$10.2M +$483K +16,539 +5%
SW
75
Schulz Wealth
Texas
$9.8M +$277K +9,494 +3%