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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
GEA
101
Glen Eagle Advisors
New Jersey
$154K +$42.6K +1,915 +35%
BEI
102
Benjamin Edwards Inc
Missouri
$131K +$489 +22 +0.4%
AIP
103
Ameritas Investment Partners
Nebraska
$130K +$21.7K +975 +18%
SPIA
104
Steward Partners Investment Advisory
New York
$106K +$113K +5,082 New
SOS
105
Silver Oak Securities
Tennessee
$80.9K +$73.5K +3,304 New
SAM
106
Strategic Asset Management
Minnesota
$66K
AIC
107
Archer Investment Corporation
Indiana
$37.1K
ADL
108
Asset Dedication LLC
California
$35K +$36.9K +1,661 New
MCC
109
Money Concepts Capital
Florida
$25K +$26.4K +1,187 New
PTC
110
Private Trust Company
Ohio
$23K -$912 -41 -4%
HWMA
111
Heritage Wealth Management (Arizona)
Arizona
$19K +$20.6K +925 New
RIA
112
Realta Investment Advisors
Delaware
$12K +$12.7K +570 New
Wells Fargo
113
Wells Fargo
California
$11K
CIAS
114
Capital Investment Advisory Services
North Carolina
$5K +$5.14K +231 New
Morgan Stanley
115
Morgan Stanley
New York
$3K
SCA
116
Stonebridge Capital Advisors
Minnesota
$2K
FHC
117
First Heartland Consultants
Missouri
$1.09K -$51.6K -2,320 -4%
OLVIG
118
Oliver Lagore Vanvalin Investment Group
Michigan
$1K -$6.67K -300 -86%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$1K +$956 +43 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$833 +$845K +38,000 New
GHA
121
GW Henssler & Associates
Georgia
-$47M -2,190,373 Closed
VCP
122
Verus Capital Partners
Arizona
-$3.53M -55,044 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$636K -29,640 Closed
EWM
124
Echo Wealth Management
Minnesota
-$224K -10,229 Closed
CRWM
125
Castle Rock Wealth Management
California
-$209K -9,542 Closed

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.