We are live on ! Find out more
BUFT icon

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
GEA
1
Glen Eagle Advisors
New Jersey
$12.3M +$398K +20,610 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M +$3.25M +168,477 +46%
SFP
3
Sweet Financial Partners
Minnesota
$9.82M -$8.16M -422,679 -46%
FA
4
FDx Advisors
Illinois
$9.23M -$8.01M -415,046 -47%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.41M +$369K +19,129 +5%
SF
6
Synovus Financial
Georgia
$4.69M -$37.8K -1,957 -0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.52M -$2.36M -122,439 -35%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.4M +$1.7M +88,144 +66%
CA
9
Cetera Advisors
Colorado
$2.53M -$676K -35,048 -22%
MFGM
10
Marshall Financial Group (Maryland)
Maryland
$2.3M -$906K -46,927 -29%
LCM
11
Lunt Capital Management
Utah
$1.69M +$1.63M +84,679 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.62M -$63.5K -3,292 -4%
CAN
13
Cetera Advisor Networks
California
$1.59M -$577K -29,897 -27%
AWS
14
Atria Wealth Solutions
New York
$1.5M -$57.5K -2,980 -4%
JIP
15
Jaffetilchin Investment Partners
Florida
$1.46M +$62.8K +3,254 +5%
AWM
16
Avior Wealth Management
Nebraska
$1.38M -$281K -14,542 -17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.3M +$3.32K +172 +0.3%
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.3M -$849K -43,988 -40%
OMC
19
Old Mission Capital
Illinois
$987K +$433K +22,453 +83%
TC
20
TownSquare Capital
Utah
$889K -$48.8K -2,528 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$853K +$536K +27,797 +185%
RC
22
Rovin Capital
Arizona
$764K -$59.9K -3,101 -7%
VBFP
23
Valtinson Bruner Financial Planning
Minnesota
$705K +$4.36K +226 +0.6%
IA
24
IFP Advisors
Florida
$691K -$30.7K -1,590 -4%
AWM
25
AE Wealth Management
Kansas
$618K +$599K +31,046 New

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.