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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
CPIG
151
Chicago Partners Investment Group
Illinois
$212K +$201K +8,403 New
CAL
152
Capital Analysts LLC
Pennsylvania
$197K -$339K -14,148 -64%
BBPWM
153
Blue Bell Private Wealth Management
Pennsylvania
$180K -$14.5K -606 -8%
PG
154
Prostatis Group
Maryland
$170K +$2.34M +97,637 New
CP
155
Castleview Partners
Texas
$121K -$517K -21,595 -82%
SWM
156
Sanctuary Wealth Management
Idaho
$117K +$112K +4,667 New
AWM
157
Atticus Wealth Management
Florida
$95.9K -$4.67K -195 -5%
UBS Group
158
UBS Group
Switzerland
$59.5K -$32.4K -1,353 -36%
PTC
159
Private Trust Company
Ohio
$51.3K +$22.3K +930 +83%
AIC
160
Archer Investment Corporation
Indiana
$44.5K
CFB
161
Cullen/Frost Bankers
Texas
$44.4K
ADL
162
Asset Dedication LLC
California
$42K
JP Morgan Chase
163
JP Morgan Chase
New York
$31.2K -$205K -8,584 -87%
AF
164
Advisornet Financial
Minnesota
$24.5K +$23.4K +979 New
RIA
165
Realta Investment Advisors
Delaware
$14.3K +$13.6K +570 New
AWM
166
Avior Wealth Management
Nebraska
$10.3K +$9.86K +412 New
HBW
167
Hazlett, Burt & Watson
West Virginia
$9K
CIAS
168
Capital Investment Advisory Services
North Carolina
$5.78K
SCA
169
Stonebridge Capital Advisors
Minnesota
$2.93K
IPW
170
Impact Partnership Wealth
Georgia
$2.73K +$2.61K +109 New
GRP
171
Global Retirement Partners
California
$2.43K +$2.32K +97 New
Wells Fargo
172
Wells Fargo
California
$1.2K +$790 +33 +220%
IWM
173
Iams Wealth Management
Nebraska
-$1.07M -44,713 Closed
LSA
174
Lion Street Advisors
Texas
-$972K -41,428 Closed
LNC
175
Lincoln National Corp
Pennsylvania
-$200K -8,523 Closed

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.