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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
PVI
101
Pine Valley Investments
New Jersey
$1.02M +$16.8K +700 +2%
SI
102
Stephens Inc
Arkansas
$1.01M -$169K -7,040 -15%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$921K -$68.6K -2,866 -7%
MA
104
Mutual Advisors
Nebraska
$865K -$19.8K -827 -2%
LMKC
105
L.M. Kohn & Company
Ohio
$795K +$39.6K +1,656 +6%
LA
106
LexAurum Advisors
Kansas
$788K +$392K +16,391 +109%
Citadel Advisors
107
Citadel Advisors
Florida
$778K -$154K -6,445 -17%
CCFM
108
Clear Creek Financial Management
Washington
$761K -$7.73K -323 -1%
IWC
109
Integrated Wealth Concepts
Massachusetts
$719K +$216K +9,040 +46%
GEA
110
Glen Eagle Advisors
New Jersey
$700K +$314K +13,101 +89%
WS
111
Wedbush Securities
California
$694K -$4.64K -194 -0.7%
HSA
112
HBK Sorce Advisory
Pennsylvania
$673K -$68.3K -2,855 -10%
BF
113
BOK Financial
Oklahoma
$659K
CA
114
Claro Advisors
Massachusetts
$624K -$77.1K -3,221 -11%
SWA
115
Stratos Wealth Advisors
Ohio
$622K +$230K +9,625 +63%
SWP
116
Stratos Wealth Partners
Ohio
$608K -$27K -1,126 -4%
LFG
117
Larson Financial Group
Missouri
$595K +$75K +3,135 +15%
SWP
118
Summit Wealth Partners
Florida
$578K -$9K -376 -2%
CFG
119
Cooper Financial Group
California
$571K +$262K +10,935 +92%
PCIA
120
Prime Capital Investment Advisors
Kansas
$558K +$323K +13,486 +153%
SB
121
Strategic Blueprint
Georgia
$556K -$195K -8,159 -27%
CAGAS
122
Capital Advisory Group Advisory Services
Minnesota
$555K +$135K +5,650 +34%
EC
123
EdgeRock Capital
Colorado
$524K -$77.2K -3,225 -13%
SOS
124
Silver Oak Securities
Tennessee
$517K +$32.7K +1,366 +7%
BFA
125
Beacon Financial Advisory
Ohio
$511K +$279K +11,663 +133%

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.