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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
Morgan Stanley
176
Morgan Stanley
New York
$259K -$9.37K -373 -3%
FCM
177
Family Capital Management
Michigan
$234K +$240K +9,548 New
AIP
178
Ameritas Investment Partners
Nebraska
$233K +$25.4K +1,010 +12%
MCM
179
MAI Capital Management
Ohio
$228K +$234K +9,321 New
AWM
180
Axxcess Wealth Management
California
$227K +$233K +9,257 New
DFA
181
DHJJ Financial Advisors
Illinois
$222K -$4.4K -175 -2%
CRWM
182
Castle Rock Wealth Management
California
$217K
FPWM
183
FSB Premier Wealth Management
Iowa
$214K +$220K +8,745 New
PPP
184
Private Portfolio Partners
New Jersey
$214K +$220K +8,736 New
CAAS
185
Capital Asset Advisory Services
Michigan
$210K -$20.1K -800 -9%
MTWM
186
Masso Torrence Wealth Management
New Jersey
$206K -$142K -5,640 -40%
CPIG
187
Chicago Partners Investment Group
Illinois
$203K -$126 -5 -0.1%
CAL
188
Capital Analysts LLC
Pennsylvania
$191K -$980 -39 -0.5%
BBPWM
189
Blue Bell Private Wealth Management
Pennsylvania
$176K +$377 +15 +0.2%
SWM
190
Sanctuary Wealth Management
Idaho
$135K +$21K +835 +18%
NS
191
NBC Securities
Alabama
$123K +$126K +5,030 New
CIAS
192
Capital Investment Advisory Services
North Carolina
$110K +$108K +4,280 +1,853%
SOS
193
Silver Oak Securities
Tennessee
$80.9K -$435K -17,330 -84%
AWM
194
Atticus Wealth Management
Florida
$49.2K -$45.8K -1,822 -48%
CIA
195
Cape Investment Advisory
Georgia
$49K +$50.3K +2,000 New
AIC
196
Archer Investment Corporation
Indiana
$43.6K
CFB
197
Cullen/Frost Bankers
Texas
$43.4K
ADL
198
Asset Dedication LLC
California
$41K
WWM
199
Wolff Wiese Magana
California
$39K +$40K +1,591 New
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$30.5K +$31.3K +1,245 New