BUFR icon

FT Vest Fund of Buffer ETFs

147 hedge funds and large institutions have $600M invested in FT Vest Fund of Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
26
Increased
69
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
76
Atria Investments
North Carolina
$1.01M +$1.01M +43,214 New
ACA
77
Ascension Capital Advisors
Texas
$976K -$4.18K -178 -0.4%
LSA
78
Lion Street Advisors
Texas
$972K +$972K +41,428 New
HAS
79
HBW Advisory Services
California
$967K +$137K +5,838 +16%
PVI
80
Pine Valley Investments
New Jersey
$943K +$943K +39,893 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$930K -$875K -37,262 -48%
SCA
82
Snowden Capital Advisors
New York
$919K +$205K +8,736 +29%
Citadel Advisors
83
Citadel Advisors
Florida
$881K +$231K +9,846 +36%
MA
84
Mutual Advisors
Nebraska
$830K +$32.4K +1,380 +4%
CW
85
CreativeOne Wealth
Kansas
$778K +$778K +33,161 New
CCFM
86
Clear Creek Financial Management
Washington
$721K -$560K -23,856 -44%
SB
87
Strategic Blueprint
Georgia
$712K +$9.86K +420 +1%
LMKC
88
L.M. Kohn & Company
Ohio
$707K +$707K +30,108 New
HSA
89
HBK Sorce Advisory
Pennsylvania
$698K -$823K -35,076 -54%
RIA
90
Regal Investment Advisors
Michigan
$679K +$71.6K +3,051 +12%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$673K +$673K +28,668 New
CA
92
Claro Advisors
Massachusetts
$661K -$2.96K -126 -0.4%
WS
93
Wedbush Securities
California
$655K
WEG
94
World Equity Group
Illinois
$647K +$221K +11,798 +52%
ACA
95
Aptus Capital Advisors
Alabama
$628K +$517K +22,007 +465%
CP
96
Castleview Partners
Texas
$620K
BF
97
BOK Financial
Oklahoma
$617K
SWP
98
Stratos Wealth Partners
Ohio
$596K +$31.4K +1,339 +6%
EC
99
EdgeRock Capital
Colorado
$567K
SWP
100
Summit Wealth Partners
Florida
$550K -$22.4K -956 -4%