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FT Vest Fund of Buffer ETFs

120 hedge funds and large institutions have $489M invested in FT Vest Fund of Buffer ETFs in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

70% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 33

11% more funds holding

Funds holding: 108120 (+12)

2.17% more ownership

Funds ownership: 99.18%101.35% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $495M → $489M (-$5.74M)

Holders
120
Holders Change
+12
Holders Change %
+11.11%
% of All Funds
2.07%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
20
Increased
56
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$58.4M -$56.4K -2,535 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$44M +$3.17M +142,708 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$32.3M +$2.39M +107,347 +7%
WIM
4
WealthPlan Investment Management
Nebraska
$25.2M +$25M +1,122,981 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$22.2M -$84.9K -3,820 -0.4%
TWM
6
Tradition Wealth Management
Minnesota
$17.2M -$279K -12,561 -1%
AWS
7
Atria Wealth Solutions
New York
$17.2M +$893K +40,152 +5%
AWM
8
AE Wealth Management
Kansas
$16.3M +$3.33M +149,799 +24%
AWA
9
Arkadios Wealth Advisors
Georgia
$16.3M +$921K +41,405 +6%
KAS
10
Kestra Advisory Services
Texas
$13.4M +$2.45M +110,255 +21%
SFP
11
Sweet Financial Partners
Minnesota
$10.6M +$887K +39,879 +9%
FA
12
FDx Advisors
Illinois
$9.86M +$669K +30,070 +7%
HighTower Advisors
13
HighTower Advisors
Illinois
$9.74M +$611K +27,460 +6%
HI
14
Harbour Investments
Wisconsin
$9.55M
TC
15
TownSquare Capital
Utah
$9.18M +$4.16M +186,955 +74%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$9.16M -$101K -4,532 -1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$7.87M +$407K +18,284 +5%
CG
18
Clarus Group
Texas
$7.78M -$1.27M -57,191 -13%
APA
19
American Portfolios Advisors
New York
$7.54M +$1.62M +72,933 +25%
NP
20
NorthRock Partners
Minnesota
$6.95M +$190K +8,523 +3%
KPWS
21
Kestra Private Wealth Services
Texas
$6.83M +$2.36M +106,086 +48%
MML Investors Services
22
MML Investors Services
Massachusetts
$6.57M +$5.57M +250,419 +387%
CA
23
Cetera Advisors
Colorado
$6.39M +$1.11M +49,842 +19%
RA
24
RFG Advisory
Alabama
$5.83M +$655K +29,454 +12%
AAS
25
Ameritas Advisory Services
Nebraska
$5.46M -$1.16M -52,343 -17%

BUFR Hedge Fund Activity: Q3 2022 in Review

120 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q3 2022, worth a combined $489M — down 1.2% from $495M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BUFR positions and 7 closed out — a net gain of 13 holders — while 56 added to existing stakes and 33 trimmed.

The largest buyer was MML Investors Services, adding an estimated $5.57M. The largest seller was GW Henssler & Associates, exiting entirely with an estimated $47M sold.

  • 120 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q3 2022, up from 108 in Q2 2022.
  • Funds reported $489M of FT Vest Fund of Buffer ETFs stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 20 funds opened new FT Vest Fund of Buffer ETFs positions in Q3 2022 and 7 closed out, a net change of +13 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q3 2022 was MML Investors Services, an estimated $5.57M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q3 2022 was GW Henssler & Associates, an estimated $47M sold.

Based on aggregated 13F filings for Q3 2022.