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FT Vest Buffered Allocation Defensive ETF

45 hedge funds and large institutions have $91.1M invested in FT Vest Buffered Allocation Defensive ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.11% more ownership

Funds ownership: 89.28%95.39% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 4745 (-2)

8% less capital invested

Capital invested by funds: $98.8M → $91.1M (-$7.7M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
11
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$531K
KAS
27
Kestra Advisory Services
Texas
$495K -$378K -19,562 -44%
KWM
28
Kingsview Wealth Management
Oregon
$491K -$19.3K -1,000 -4%
NA
29
NewEdge Advisors
Louisiana
$469K -$155K -8,030 -25%
AAS
30
Ameritas Advisory Services
Nebraska
$393K -$10.3K -534 -3%
FGG
31
Financial Guidance Group
Florida
$386K +$115K +5,975 +45%
AssetMark Inc
32
AssetMark Inc
California
$307K +$298K +15,435 New
CF
33
Centaurus Financial
California
$307K -$184K -9,539 -38%
QCIG
34
Quad-Cities Investment Group
Iowa
$306K
MWM
35
Meridian Wealth Management
Kentucky
$291K -$106K -5,500 -27%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$285K
SOS
37
Silver Oak Securities
Tennessee
$279K +$53.2K +2,755 +24%
ACA
38
Aptus Capital Advisors
Alabama
$256K -$19.8K -1,025 -7%
GWANC
39
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K -$19.8K -1,025 -7%
BC
40
Barrett & Company
Rhode Island
$227K
KWM
41
KFG Wealth Management
Indiana
$224K -$317K -16,408 -59%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$214K +$208K +10,757 New
HI
43
Harbour Investments
Wisconsin
$137K
UBS Group
44
UBS Group
Switzerland
$59.3K -$1.04K -54 -2%
CAL
45
Capital Analysts LLC
Pennsylvania
$11K -$3.38K -175 -24%
SMF
46
Sterling Manor Financial
New York
-$3.5M -184,239 Closed
CAG
47
Csenge Advisory Group
Florida
-$634K -33,372 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$529K -27,822 Closed
IA
49
Insight Advisors
Pennsylvania
-$437K -22,994 Closed
Goldman Sachs
50
Goldman Sachs
New York
-$267K -14,028 Closed

BUFT Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q2 2023, worth a combined $91.1M — down 7.8% from $98.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BUFT and 4 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 11 added.

The largest buyer was Envestnet Asset Management, adding an estimated $3.25M. The largest seller was Sweet Financial Partners, cutting an estimated $8.16M.

  • 45 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q2 2023, down from 47 in Q1 2023.
  • Funds reported $91.1M of FT Vest Buffered Allocation Defensive ETF stock for Q2 2023, down 7.8% quarter-over-quarter.
  • 4 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q2 2023 and 6 closed out, a net change of -2 holders.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $3.25M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q2 2023 was Sweet Financial Partners, an estimated $8.16M sold.

Based on aggregated 13F filings for Q2 2023.