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FT Vest Buffered Allocation Defensive ETF
BUFT

49 hedge funds and large institutions have $128M invested in FT Vest Buffered Allocation Defensive ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2% less capital invested

Capital invested by funds: $130M → $128M (-$2.8M)

2% less funds holding

Funds holding: 50 → 49 (-1)

402.42% less ownership

Funds ownership: 495.66% → 93.24% (-402%)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.24M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.02M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.38M
4
KAS
Kestra Advisory Services
Texas
+$1.2M
5
RC
Rovin Capital
Arizona
+$852K

Top Sellers

Rank Fund Capital Flow
1
MFGM
Marshall Financial Group (Maryland)
Maryland
-$12.7M
2
Mariner
Mariner
Kansas
-$1.51M
3
AI
Atria Investments
North Carolina
-$1.51M
4
ACA
Aptus Capital Advisors
Alabama
-$1.04M
5
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$813K -$187K -10,104 -19%
BRWA
27
B. Riley Wealth Advisors
Florida
$800K +$2.74K +148 +0.3%
TC
28
TownSquare Capital
Utah
$757K +$354K +19,103 +87%
VBFP
29
Valtinson Bruner Financial Planning
Minnesota
$744K -$20.1K -1,085 -3%
JIP
30
Jaffetilchin Investment Partners
Florida
$735K -$570K -30,754 -44%
IA
31
Insight Advisors
Pennsylvania
$640K -$313K -16,853 -33%
KWM
32
KFG Wealth Management
Indiana
$628K +$631K +34,042 New
AAS
33
Ameritas Advisory Services
Nebraska
$549K +$552K +29,752 New
KWM
34
Kingsview Wealth Management
Oregon
$489K -$182K -9,800 -27%
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$478K +$426K +22,958 New
CF
36
Centaurus Financial
California
$433K -$20K -1,078 -4%
ACA
37
Aptus Capital Advisors
Alabama
$373K -$1.04M -56,099 -74%
GWANC
38
Guardian Wealth Advisors (North Carolina)
North Carolina
$373K -$1.04M -56,099 -74%
MWM
39
Meridian Wealth Management
Kentucky
$344K -$2.32K -125 -0.7%
LPL Financial
40
LPL Financial
California
$295K +$14.8K +800 +5%
QCIG
41
Quad-Cities Investment Group
Iowa
$284K +$56K +3,021 +24%
TCM
42
Triumph Capital Management
Colorado
$269K +$649 +35 +0.2%
BC
43
Barrett & Company
Rhode Island
$210K – – –
TSS
44
Two Sigma Securities
New York
$210K +$211K +11,365 New
HI
45
Harbour Investments
Wisconsin
$127K – – –
UBS Group
46
UBS Group
Switzerland
$27.7K -$64.4K -3,475 -70%
MCC
47
Money Concepts Capital
Florida
$24.2K +$4.78K +258 +25%
CAL
48
Capital Analysts LLC
Pennsylvania
$13K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$2K +$1.85K +100 New
Citadel Advisors
50
Citadel Advisors
Florida
– -$467K -25,777 Closed
1
2
3

BUFT Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q4 2022, worth a combined $128M — down 2.1% from $130M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUFT positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.24M. The largest seller was Marshall Financial Group (Maryland), cutting an estimated $12.7M.

  • 49 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q4 2022, down from 50 in Q3 2022.
  • Funds reported $128M of FT Vest Buffered Allocation Defensive ETF stock for Q4 2022, down 2.1% quarter-over-quarter.
  • 8 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q4 2022 and 7 closed out, a net change of +1 holder.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $5.24M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q4 2022 was Marshall Financial Group (Maryland), an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2022.