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FT Vest Fund of Buffer ETFs

287 hedge funds and large institutions have $3.19B invested in FT Vest Fund of Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 64

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

29% more capital invested

Capital invested by funds: $2.47B → $3.19B (+$713M)

10% more funds holding in top 10

Funds holding in top 10: 3943 (+4)

9% more funds holding

Funds holding: 264287 (+23)

0.5% more ownership

Funds ownership: 85.69%86.19% (+0.5%)

Holders
287
Holders Change
+23
Holders Change %
+8.71%
% of All Funds
4.13%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
52
Increased
150
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
226
Beacon Pointe Advisors
California
$426K +$416K +15,251 New
Morgan Stanley
227
Morgan Stanley
New York
$397K -$313K -11,472 -45%
KV
228
Kickstand Ventures
New York
$365K -$17.8M -653,493 -98%
IW
229
Imprint Wealth
South Carolina
$349K +$341K +12,509 New
AWA
230
Arete Wealth Advisors
Illinois
$345K +$336K +12,340 New
AR
231
Apeiron RIA
Texas
$339K -$18.2K -667 -5%
SAW
232
Signal Advisors Wealth
Michigan
$334K -$44.8K -1,643 -12%
ASN
233
Advisory Services Network
Georgia
$331K -$1.5M -55,051 -82%
AF
234
Apollon Financial
South Carolina
$320K +$312K +11,444 New
DFA
235
DHJJ Financial Advisors
Illinois
$305K -$3.9K -143 -1%
PFG
236
Prosperity Financial Group
California
$302K +$295K +10,816 New
NS
237
NBC Securities
Alabama
$299K +$162K +5,940 +124%
TSS
238
Two Sigma Securities
New York
$295K +$288K +10,557 New
IAA
239
Independent Advisor Alliance
North Carolina
$293K +$285K +10,465 New
SFC
240
Strategic Financial Concepts
Texas
$282K +$275K +10,082 New
MCM
241
MAI Capital Management
Ohio
$261K
AIFAIM
242
American Institute for Advanced Investment Management
Arizona
$257K +$250K +9,175 New
EW
243
Element Wealth
Mississippi
$252K +$245K +9,000 New
SS
244
Sunbelt Securities
Texas
$252K +$245K +9,000 New
LA
245
LexAurum Advisors
Kansas
$249K -$21.4K -786 -8%
GSIAS
246
Garden State Investment Advisory Services
New Jersey
$247K
EWM
247
Echo Wealth Management
Minnesota
$243K -$3.13K -115 -1%
CRWM
248
Castle Rock Wealth Management
California
$237K
CIG
249
Cascade Investment Group
Colorado
$233K +$227K +8,342 New
CPIG
250
Chicago Partners Investment Group
Illinois
$233K

BUFR Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2024, worth a combined $3.19B — up 29% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BUFR positions and 24 closed out — a net gain of 28 holders — while 150 added to existing stakes and 64 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $122M. The largest seller was AE Wealth Management, cutting an estimated $76.2M.

  • 287 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2024, up from 264 in Q4 2023.
  • Funds reported $3.19B of FT Vest Fund of Buffer ETFs stock for Q1 2024, up 29% quarter-over-quarter.
  • 52 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2024 and 24 closed out, a net change of +28 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2024 was Cetera Investment Advisers, an estimated $122M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2024 was AE Wealth Management, an estimated $76.2M sold.

Based on aggregated 13F filings for Q1 2024.