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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
TA
101
TFB Advisors
Kansas
$2.12M -$149K -5,935 -6%
AI
102
Atria Investments
North Carolina
$2.03M +$707K +28,124 +51%
PCA
103
Pallas Capital Advisors
Massachusetts
$1.91M +$2.01M +79,888 New
SWP
104
Stratos Wealth Partners
Ohio
$1.89M +$1.33M +53,054 +218%
CWA
105
Centennial Wealth Advisory
Michigan
$1.8M +$1.85M +73,501 New
HAS
106
HBW Advisory Services
California
$1.68M +$610K +24,277 +55%
AWAP
107
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.68M +$134K +5,326 +8%
ASN
108
Advisory Services Network
Georgia
$1.66M +$429K +17,076 +34%
KA
109
Kovack Advisors
Florida
$1.65M -$1.7M -67,635 -50%
NAS
110
NWF Advisory Services
California
$1.64M +$146K +5,790 +9%
Renaissance Technologies
111
Renaissance Technologies
New York
$1.56M +$512K +20,391 +47%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$1.55M +$1.59M +63,221 New
BFG
113
Bleakley Financial Group
New Jersey
$1.51M +$1.55M +61,656 New
MCWS
114
McKinley Carter Wealth Services
West Virginia
$1.49M
Mariner
115
Mariner
Kansas
$1.45M +$1.49M +59,123 New
WWM
116
Western Wealth Management
Colorado
$1.37M +$60.1K +2,392 +4%
SF
117
Synovus Financial
Georgia
$1.37M +$32.8K +1,305 +2%
IP
118
Ignite Planners
California
$1.35M +$902K +35,902 +183%
MCA
119
Magnolia Capital Advisors
Mississippi
$1.31M +$1.38M +54,748 New
RFN
120
RDA Financial Network
Iowa
$1.28M -$31.7K -1,262 -2%
BIA
121
Bigelow Investment Advisors
Maine
$1.28M +$220K +8,753 +20%
GRP
122
Global Retirement Partners
California
$1.23M +$1.27M +50,454 +52,014%
EH
123
Equitable Holdings
New York
$1.22M +$1.25M +49,700 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$1.21M +$516K +20,547 +72%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$246K +9,797 +27%