FT Vest Buffered Allocation Defensive ETF
BUFT
47 hedge funds and large institutions have $98.8M invested in FT Vest Buffered Allocation Defensive ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.
3.96% less ownership
Funds ownership: 93.24% → 89.28% (-4%)
4% less funds holding
Funds holding: 49 → 47 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
23% less capital invested
Capital invested by funds: $128M → $98.8M (-$28.7M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$2.04M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.58M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.09M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$905K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$6.12M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$6.11M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.11M |
| 4 |
TWM
Trinity Wealth Management
Berwyn,
Pennsylvania
|
-$4.12M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
51
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$800K | -43,378 | Closed |
|
52
LPL Financial
San Diego,
California
| – | -$295K | -16,000 | Closed |
|
|
TCM
53
Triumph Capital Management
Denver,
Colorado
| – | -$269K | -14,562 | Closed |
|
|
TSS
54
Two Sigma Securities
New York
| – | -$210K | -11,365 | Closed |
|
55
JP Morgan Chase
New York
| – | -$2K | -100 | Closed |
|
BUFT Hedge Fund Activity: Q1 2023 in Review
47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q1 2023, worth a combined $98.8M — down 23% from $128M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BUFT and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 16 added.
The largest buyer was Glen Eagle Advisors, adding an estimated $2.04M. The largest seller was Atria Investments, exiting entirely with an estimated $6.12M sold.
- 47 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q1 2023, down from 49 in Q4 2022.
- Funds reported $98.8M of FT Vest Buffered Allocation Defensive ETF stock for Q1 2023, down 23% quarter-over-quarter.
- 7 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q1 2023 and 8 closed out, a net change of -1 holder.
- The largest FT Vest Buffered Allocation Defensive ETF buyer in Q1 2023 was Glen Eagle Advisors, an estimated $2.04M added.
- The largest FT Vest Buffered Allocation Defensive ETF seller in Q1 2023 was Atria Investments, an estimated $6.12M sold.
Based on aggregated 13F filings for Q1 2023.