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FT Vest Fund of Buffer ETFs

108 hedge funds and large institutions have $495M invested in FT Vest Fund of Buffer ETFs in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.23% less ownership

Funds ownership: 99.41%99.18% (-0.23%)

2% less funds holding

Funds holding: 110108 (-2)

8% less capital invested

Capital invested by funds: $540M → $495M (-$45.4M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
18
Increased
58
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$398K +$416K +18,575 New
NFG
77
Nations Financial Group
Iowa
$390K +$406K +18,163 New
FWM
78
Frontier Wealth Management
Missouri
$381K
NA
79
NewEdge Advisors
Louisiana
$371K +$8.86K +396 +2%
IWC
80
Integrated Wealth Concepts
Massachusetts
$319K +$58.2K +2,603 +21%
WEG
81
World Equity Group
Illinois
$265K +$277K +12,371 New
AWA
82
Acorn Wealth Advisors
Michigan
$262K +$25.6K +1,146 +10%
JIP
83
Jaffetilchin Investment Partners
Florida
$256K -$998K -44,600 -79%
LNC
84
Lincoln National Corp
Pennsylvania
$247K -$1.92M -85,664 -88%
CAL
85
Capital Analysts LLC
Pennsylvania
$242K +$114K +5,084 +82%
AFP
86
Ausdal Financial Partners
Iowa
$240K +$250K +11,169 New
MCWS
87
McKinley Carter Wealth Services
West Virginia
$225K +$234K +10,470 New
EWM
88
Echo Wealth Management
Minnesota
$224K +$229K +10,229 New
VWA
89
V Wealth Advisors
Kansas
$219K +$228K +10,204 New
DFA
90
DHJJ Financial Advisors
Illinois
$211K +$20.9K +935 +10%
CRWM
91
Castle Rock Wealth Management
California
$209K
AAS
92
Avantax Advisory Services
Texas
$203K +$11K +490 +5%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$195K -$65.9K -2,946 -24%
CFGS
94
Concourse Financial Group Securities
Alabama
$163K +$60.8K +2,715 +56%
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$149K +$23.3K +1,042 +18%
PFS
96
Prospera Financial Services
Texas
$139K +$6.71K +300 +5%
BEI
97
Benjamin Edwards Inc
Missouri
$134K +$140K +6,257 New
GEA
98
Glen Eagle Advisors
New Jersey
$117K +$120K +5,385 +6,335%
AIP
99
Ameritas Investment Partners
Nebraska
$113K +$16.1K +718 +16%
SAM
100
Strategic Asset Management
Minnesota
$68K

BUFR Hedge Fund Activity: Q2 2022 in Review

108 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2022, worth a combined $495M — down 8.4% from $540M a quarter earlier.

Fund positioning in BUFR was balanced in Q2 2022: 18 funds opened new positions, 18 closed out, 58 added to existing stakes and 23 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.7M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $6.37M.

  • 108 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $495M of FT Vest Fund of Buffer ETFs stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 18 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2022 and 18 closed out, a net change of 0 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2022 was Commonwealth Equity Services, an estimated $10.7M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2022 was Arkadios Wealth Advisors, an estimated $6.37M sold.

Based on aggregated 13F filings for Q2 2022.