We are live on ! Find out more
BUFT icon

FT Vest Buffered Allocation Defensive ETF

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.

New
Increased
Maintained
Reduced
Closed

3.96% less ownership

Funds ownership: 93.24%89.28% (-4%)

4% less funds holding

Funds holding: 4947 (-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: 42 (-2)

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
16
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1
Sweet Financial Partners
Minnesota
$17.4M +$71.9K +3,834 +0.4%
FA
2
FDx Advisors
Illinois
$16.2M
GEA
3
Glen Eagle Advisors
New Jersey
$11.3M +$2.04M +108,786 +22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.98M +$102K +5,466 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.72M +$905K +48,286 +16%
SF
6
Synovus Financial
Georgia
$4.52M +$36.4K +1,940 +0.8%
SMF
7
Sterling Manor Financial
New York
$3.5M +$292K +15,565 +9%
MFGM
8
Marshall Financial Group (Maryland)
Maryland
$3.09M -$695K -37,058 -19%
CA
9
Cetera Advisors
Colorado
$3.08M -$646K -34,457 -18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.53M +$1.09M +58,318 +78%
CAN
11
Cetera Advisor Networks
California
$2.09M +$41.4K +2,210 +2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.08M -$1.91M -101,795 -48%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.61M -$5.11M -272,659 -76%
AWM
14
Avior Wealth Management
Nebraska
$1.6M +$1.58M +84,121 New
AWS
15
Atria Wealth Solutions
New York
$1.49M -$134K -7,128 -8%
JIP
16
Jaffetilchin Investment Partners
Florida
$1.34M +$570K +30,435 +76%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.24M +$46.4K +2,477 +4%
TC
18
TownSquare Capital
Utah
$897K +$116K +6,171 +15%
KAS
19
Kestra Advisory Services
Texas
$844K -$385K -20,536 -32%
RC
20
Rovin Capital
Arizona
$789K -$82.9K -4,422 -10%
IA
21
IFP Advisors
Florida
$726K -$1.65M -88,036 -71%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$669K -$88.4K -4,717 -12%
CAG
23
Csenge Advisory Group
Florida
$634K -$1.39M -74,405 -69%
NA
24
NewEdge Advisors
Louisiana
$598K -$234K -12,496 -28%
KWM
25
KFG Wealth Management
Indiana
$529K -$119K -6,370 -19%

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.