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FT Vest Fund of Buffer ETFs

264 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

123% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 52

64% more capital invested

Capital invested by funds: $1.5B → $2.47B (+$969M)

63% more funds holding in top 10

Funds holding in top 10: 2439 (+15)

26% more funds holding

Funds holding: 209264 (+55)

6.08% more ownership

Funds ownership: 79.6%85.69% (+6.1%)

Holders
264
Holders Change
+55
Holders Change %
+26.32%
% of All Funds
3.85%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
116
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$248K
GSIAS
227
Garden State Investment Advisory Services
New Jersey
$235K -$63.2K -2,500 -22%
EWM
228
Echo Wealth Management
Minnesota
$234K -$62.2K -2,460 -22%
CPIG
229
Chicago Partners Investment Group
Illinois
$226K
CRWM
230
Castle Rock Wealth Management
California
$226K -$6.32K -250 -3%
PPP
231
Private Portfolio Partners
New Jersey
$222K -$9.98K -395 -5%
MTWM
232
Masso Torrence Wealth Management
New Jersey
$218K -$5.23K -207 -2%
GWP
233
Gateway Wealth Partners
Wisconsin
$217K +$206K +8,151 New
PA
234
Procyon Advisors
Connecticut
$208K +$198K +7,830 New
CAL
235
Capital Analysts LLC
Pennsylvania
$208K
GSEP
236
Golden State Equity Partners
California
$204K +$194K +7,690 New
BEI
237
Benjamin Edwards Inc
Missouri
$176K -$137K -5,441 -45%
SWM
238
Sanctuary Wealth Management
Idaho
$146K
NS
239
NBC Securities
Alabama
$126K -$6.39K -253 -5%
JP Morgan Chase
240
JP Morgan Chase
New York
$111K -$215K -8,509 -67%
TSWM
241
Tyler-Stone Wealth Management
Ohio
$97.5K +$92.7K +3,670 New
GWM
242
Geneos Wealth Management
Colorado
$90.3K +$85.8K +3,397 New
FGAM
243
Financial Gravity Asset Management
Texas
$74.4K +$70.8K +2,800 New
SA
244
Scarborough Advisors
Maryland
$48.1K +$45.8K +1,812 New
AIC
245
Archer Investment Corporation
Indiana
$47.3K
CFB
246
Cullen/Frost Bankers
Texas
$47.1K
ADL
247
Asset Dedication LLC
California
$44K
HNB
248
Huntington National Bank
Ohio
$39.6K
CFD
249
Creative Financial Designs
Indiana
$33K +$31.4K +1,243 New
CPA
250
Clear Point Advisors
New York
$27.2K +$25.9K +1,025 New

BUFR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2023, worth a combined $2.47B — up 64% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BUFR positions and 24 closed out — a net gain of 56 holders — while 116 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Ascension Capital Advisors, exiting entirely with an estimated $8.62M sold.

  • 264 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $2.47B of FT Vest Fund of Buffer ETFs stock for Q4 2023, up 64% quarter-over-quarter.
  • 80 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2023 and 24 closed out, a net change of +56 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q4 2023 was LPL Financial, an estimated $242M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q4 2023 was Ascension Capital Advisors, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.