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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
LPL Financial
1
LPL Financial
California
$126M +$116M +4,826,893 +2,392%
Osaic Holdings
2
Osaic Holdings
Arizona
$63.9M +$14.6M +608,188 +31%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$59.4M -$4.04M -168,872 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$38.9M +$54.2K +2,265 +0.1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$35.2M +$2.9M +121,357 +9%
TWM
6
Tradition Wealth Management
Minnesota
$28.4M +$177K +7,391 +0.6%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$27.8M +$5.88M +245,668 +28%
KAS
8
Kestra Advisory Services
Texas
$27.7M +$22M +919,678 +496%
AWS
9
Atria Wealth Solutions
New York
$23.9M -$3.25M -135,598 -12%
AWA
10
Arkadios Wealth Advisors
Georgia
$21.5M +$711K +29,705 +4%
MML Investors Services
11
MML Investors Services
Massachusetts
$21.4M +$6.78M +283,189 +50%
GLA
12
Good Life Advisors
Pennsylvania
$20.6M +$19.7M +822,756 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$20.2M +$9.28M +387,848 +93%
AWM
14
AE Wealth Management
Kansas
$20M -$1.16M -48,508 -6%
RA
15
RFG Advisory
Alabama
$18.6M +$7.9M +330,153 +80%
CAN
16
Cetera Advisor Networks
California
$17.6M +$8.3M +346,872 +97%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$17.2M +$3.9M +162,811 +31%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.6M +$4.16M +173,690 +42%
TC
19
TownSquare Capital
Utah
$14.4M +$926K +38,683 +7%
HighTower Advisors
20
HighTower Advisors
Illinois
$14.1M +$1.71M +71,378 +15%
HI
21
Harbour Investments
Wisconsin
$13.7M +$2.22M +92,918 +20%
CA
22
Cetera Advisors
Colorado
$13.5M +$430K +17,974 +3%
SFP
23
Sweet Financial Partners
Minnesota
$12.5M -$329K -13,761 -3%
FA
24
FDx Advisors
Illinois
$11.6M -$480K -20,066 -4%
WP
25
WealthPLAN Partners
Nebraska
$11.1M -$4.97M -207,604 -32%

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.