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FT Vest Fund of Buffer ETFs

209 hedge funds and large institutions have $1.5B invested in FT Vest Fund of Buffer ETFs in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 8

190% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 39

60% more funds holding in top 10

Funds holding in top 10: 1524 (+9)

51% more capital invested

Capital invested by funds: $998M → $1.5B (+$507M)

22% more funds holding

Funds holding: 172209 (+37)

7.19% more ownership

Funds ownership: 72.42%79.6% (+7.2%)

Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.32%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.38%
New
45
Increased
113
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
Iams Wealth Management
Nebraska
$3.44M +$3.53M +140,293 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$3.32M +$3.41M +135,661 New
IAN
78
Integrated Advisors Network
Texas
$3.23M +$473K +18,808 +17%
TRIA
79
Trail Ridge Investment Advisors
Colorado
$3.22M +$445K +17,709 +16%
FIM
80
Freedom Investment Management
Connecticut
$3.15M -$572K -22,781 -15%
IF
81
Integrity Financial
Wyoming
$2.99M +$123K +4,879 +4%
FWA
82
FOCUS Wealth Advisors
Texas
$2.95M +$3.02M +120,349 New
IA
83
IFG Advisory
Georgia
$2.84M +$2.91M +115,809 New
CPRC
84
Consolidated Portfolio Review Corp
New York
$2.77M +$300K +11,953 +12%
UWM
85
USAdvisors Wealth Management
Minnesota
$2.75M +$305K +12,138 +12%
FHC
86
First Heartland Consultants
Missouri
$2.67M +$237K +9,415 +9%
AC
87
AIFG Consultants
New York
$2.64M +$737K +29,311 +37%
IA
88
IFP Advisors
Florida
$2.6M +$549K +21,857 +26%
DAS
89
Dynamic Advisor Solutions
Arizona
$2.59M +$117K +4,673 +5%
GEA
90
Glen Eagle Advisors
New Jersey
$2.57M +$1.94M +77,053 +276%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.57M -$110K -4,375 -4%
OBWG
92
Onyx Bridge Wealth Group
New York
$2.51M +$381K +15,170 +17%
PA
93
PSI Advisors
Florida
$2.49M +$2.27M +90,403 +795%
NEWAS
94
N.E.W. Advisory Services
Wisconsin
$2.46M +$2.52M +100,287 New
MFS
95
Madrona Financial Services
Washington
$2.45M -$404K -16,060 -14%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$2.41M +$2.2M +87,652 +807%
NL
97
Navalign LLC
California
$2.37M +$172K +6,857 +8%
CFGS
98
Concourse Financial Group Securities
Alabama
$2.29M +$226K +8,988 +11%
CA
99
Cambridge Advisors
Nebraska
$2.25M +$1.06M +42,280 +85%
FHB
100
First Hawaiian Bank
Hawaii
$2.15M +$2.2M +87,647 New