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FT Vest Fund of Buffer ETFs

172 hedge funds and large institutions have $998M invested in FT Vest Fund of Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

102% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 43

66% more capital invested

Capital invested by funds: $602M → $998M (+$396M)

16% more funds holding

Funds holding: 148172 (+24)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

0.42% more ownership

Funds ownership: 72%72.42% (+0.42%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.56M

Holders
172
Holders Change
+24
Holders Change %
+16.22%
% of All Funds
2.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
32
Increased
87
Reduced
43
Closed
6
Calls
Puts
$3.56M
Net Calls
-$3.56M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$2.12M +$197K +8,232 +11%
IA
77
IFP Advisors
Florida
$2.11M +$161K +6,729 +9%
WEG
78
World Equity Group
Illinois
$2M +$1.08M +45,075 +130%
AC
79
AIFG Consultants
New York
$1.97M -$2.31M -96,370 -55%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$1.09M +45,543 +159%
IWM
81
IHT Wealth Management
Illinois
$1.84M +$1.76M +73,592 New
CW
82
CreativeOne Wealth
Kansas
$1.75M +$881K +36,796 +111%
AWAP
83
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.58M +$13.6K +568 +0.9%
NAS
84
NWF Advisory Services
California
$1.53M
MCWS
85
McKinley Carter Wealth Services
West Virginia
$1.52M
PAG
86
Private Advisory Group
Washington
$1.45M -$1.84M -76,725 -57%
OMC
87
Old Mission Capital
Illinois
$1.4M +$844K +35,275 +171%
SF
88
Synovus Financial
Georgia
$1.37M +$1.31M +54,706 New
AI
89
Atria Investments
North Carolina
$1.37M +$275K +11,472 +27%
RFN
90
RDA Financial Network
Iowa
$1.35M +$23.9K +997 +2%
WWM
91
Western Wealth Management
Colorado
$1.35M +$177K +7,386 +16%
ASN
92
Advisory Services Network
Georgia
$1.26M +$1.15M +48,215 +2,100%
CA
93
Cambridge Advisors
Nebraska
$1.24M +$99.2K +4,143 +9%
MAG
94
MRA Advisory Group
New Jersey
$1.23M +$1.17M +48,993 New
HAS
95
HBW Advisory Services
California
$1.11M +$73.7K +3,080 +7%
AAS
96
Ameritas Advisory Services
Nebraska
$1.1M -$5.2M -217,346 -83%
BIA
97
Bigelow Investment Advisors
Maine
$1.09M +$1.04M +43,344 New
Renaissance Technologies
98
Renaissance Technologies
New York
$1.08M +$1.04M +43,323 New
SCA
99
Snowden Capital Advisors
New York
$1.03M +$51.3K +2,145 +5%
ACA
100
Ascension Capital Advisors
Texas
$1.03M -$11.6K -485 -1%

BUFR Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2023, worth a combined $998M — up 66% from $602M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BUFR positions and 6 closed out — a net gain of 26 holders — while 87 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $116M. The largest seller was Ameritas Advisory Services, cutting an estimated $5.2M.

  • 172 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2023, up from 148 in Q1 2023.
  • Funds reported $998M of FT Vest Fund of Buffer ETFs stock for Q2 2023, up 66% quarter-over-quarter.
  • 32 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2023 and 6 closed out, a net change of +26 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2023 was LPL Financial, an estimated $116M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2023 was Ameritas Advisory Services, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2023.