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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
BRWA
126
B. Riley Wealth Advisors
Florida
$1.1M +$1.13M +44,889 New
FA
127
Flagstar Advisors
New York
$1.08M +$865K +34,435 +355%
BFA
128
Beacon Financial Advisory
Ohio
$1.08M +$596K +23,713 +116%
PVI
129
Pine Valley Investments
New Jersey
$1.04M +$48.4K +1,925 +5%
LMKC
130
L.M. Kohn & Company
Ohio
$1.04M +$269K +10,710 +34%
SCA
131
Snowden Capital Advisors
New York
$1.01M +$1.99K +79 +0.2%
PAG
132
Private Advisory Group
Washington
$967K -$459K -18,281 -32%
SI
133
Stephens Inc
Arkansas
$937K -$47.9K -1,907 -5%
LSA
134
Lion Street Advisors
Texas
$911K +$935K +37,195 New
MA
135
Mutual Advisors
Nebraska
$855K +$9.25K +368 +1%
LFG
136
Larson Financial Group
Missouri
$786K +$210K +8,355 +35%
AF
137
Advisornet Financial
Minnesota
$776K +$771K +30,692 +3,135%
GS
138
GTS Securities
New York
$766K +$786K +31,289 New
CCFM
139
Clear Creek Financial Management
Washington
$765K +$20.1K +800 +3%
HSA
140
HBK Sorce Advisory
Pennsylvania
$695K +$37.3K +1,485 +6%
WS
141
Wedbush Securities
California
$682K +$3.32K +132 +0.5%
BF
142
BOK Financial
Oklahoma
$645K +$12.7K +504 +2%
CP
143
Castleview Partners
Texas
$630K +$525K +20,895 +434%
SWA
144
Stratos Wealth Advisors
Ohio
$621K +$13.6K +542 +2%
HGERS
145
Householder Group Estate & Retirement Specialist
Arizona
$601K +$617K +24,549 New
CFG
146
Cooper Financial Group
California
$600K +$42.6K +1,695 +7%
RC
147
Rovin Capital
Arizona
$552K +$154K +6,120 +37%
PTC
148
Private Trust Company
Ohio
$536K +$498K +19,832 +967%
PCIA
149
Prime Capital Investment Advisors
Kansas
$525K -$21.4K -850 -4%
MAG
150
MRA Advisory Group
New Jersey
$520K -$698K -27,764 -57%