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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
RIA
151
Regal Investment Advisors
Michigan
$519K +$168K +6,669 +46%
SB
152
Strategic Blueprint
Georgia
$519K -$25.3K -1,006 -5%
CWM
153
Cornerstone Wealth Management
Missouri
$497K +$510K +20,305 New
SWP
154
Summit Wealth Partners
Florida
$492K -$75.1K -2,989 -13%
JIP
155
Jaffetilchin Investment Partners
Florida
$491K -$2.04K -81 -0.4%
CA
156
Claro Advisors
Massachusetts
$485K -$128K -5,104 -20%
CAGAS
157
Capital Advisory Group Advisory Services
Minnesota
$484K -$60.3K -2,400 -11%
VA
158
Valmark Advisers
Ohio
$462K +$65.9K +2,622 +16%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$432K +$443K +17,635 New
LA
160
LexAurum Advisors
Kansas
$408K -$372K -14,797 -47%
AFP
161
Ausdal Financial Partners
Iowa
$372K
KDA
162
Kraft Davis & Associates
Missouri
$356K -$2.19M -87,093 -86%
HIS
163
Harvest Investment Services
Illinois
$355K -$74.5K -2,966 -17%
VWA
164
Visionary Wealth Advisors
Illinois
$328K +$337K +13,413 New
CAM
165
Cresset Asset Management
Illinois
$325K +$42.2K +1,681 +15%
JP Morgan Chase
166
JP Morgan Chase
New York
$311K +$288K +11,449 +919%
Citadel Advisors
167
Citadel Advisors
Florida
$307K -$466K -18,541 -60%
NFG
168
Nations Financial Group
Iowa
$302K
BEI
169
Benjamin Edwards Inc
Missouri
$296K +$4.07K +162 +1%
FHA
170
Flagship Harbor Advisors
Massachusetts
$290K +$298K +11,850 New
FAIM
171
Financial Advocates Investment Management
Washington
$288K -$42.8K -1,705 -13%
QCIG
172
Quad-Cities Investment Group
Iowa
$283K +$290K +11,544 New
GSIAS
173
Garden State Investment Advisory Services
New Jersey
$278K +$30.2K +1,200 +12%
EWM
174
Echo Wealth Management
Minnesota
$276K +$283K +11,258 New
MFG
175
Merit Financial Group
Georgia
$266K +$272K +10,843 New