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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
NA
76
NewEdge Advisors
Louisiana
$540K +$192K +8,620 +50%
LSA
77
Lion Street Advisors
Texas
$520K +$555K +24,975 New
SWP
78
Summit Wealth Partners
Florida
$513K
JIP
79
Jaffetilchin Investment Partners
Florida
$504K +$273K +12,267 +103%
WEG
80
World Equity Group
Illinois
$488K +$246K +11,044 +89%
FPGK
81
Financial Partners Group (Kansas)
Kansas
$484K -$7.02M -315,828 -93%
VWA
82
V Wealth Advisors
Kansas
$480K +$285K +12,830 +126%
CAL
83
Capital Analysts LLC
Pennsylvania
$474K +$255K +11,461 +101%
WWP
84
WR Wealth Planners
Missouri
$437K -$52.6K -2,367 -10%
AAS
85
Avantax Advisory Services
Texas
$420K +$238K +10,686 +113%
FAIM
86
Financial Advocates Investment Management
Washington
$406K +$14K +630 +3%
IWC
87
Integrated Wealth Concepts
Massachusetts
$399K +$95.8K +4,310 +29%
NFG
88
Nations Financial Group
Iowa
$379K
MCWS
89
McKinley Carter Wealth Services
West Virginia
$317K +$106K +4,750 +45%
BRWA
90
B. Riley Wealth Advisors
Florida
$293K +$312K +14,034 New
LFG
91
Larson Financial Group
Missouri
$278K +$297K +13,335 New
AWA
92
Acorn Wealth Advisors
Michigan
$241K -$14.6K -656 -5%
LNC
93
Lincoln National Corp
Pennsylvania
$240K
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$235K -$1.21M -54,426 -83%
BCM
95
Brookstone Capital Management
Illinois
$232K +$248K +11,150 New
CFGS
96
Concourse Financial Group Securities
Alabama
$227K +$73.6K +3,312 +44%
AFP
97
Ausdal Financial Partners
Iowa
$212K -$22.1K -992 -9%
DFA
98
DHJJ Financial Advisors
Illinois
$202K -$3.89K -175 -2%
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$181K +$38.8K +1,743 +25%
CAAS
100
Capital Asset Advisory Services
Michigan
$177K +$151K +6,800 +402%

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.