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FT Vest Fund of Buffer ETFs

324 hedge funds and large institutions have $3.76B invested in FT Vest Fund of Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 17

146% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 70

18% more capital invested

Capital invested by funds: $3.19B → $3.76B (+$572M)

13% more funds holding

Funds holding: 287324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

2.43% less ownership

Funds ownership: 86.19%83.76% (-2.4%)

Holders
324
Holders Change
+37
Holders Change %
+12.89%
% of All Funds
4.68%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.66%
New
59
Increased
172
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
FSA Advisors
Michigan
$765K -$8.32K -295 -1%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$756K +$738K +26,139 New
PCG
228
Prosperity Consulting Group
Maryland
$741K +$723K +25,639 New
AWM
229
Axxcess Wealth Management
California
$718K +$29.2K +1,036 +4%
PA
230
PFG Advisors
Arizona
$709K +$466K +16,502 +206%
CCP
231
Clarity Capital Partners
California
$688K +$28.6K +1,014 +4%
AIP
232
Ameritas Investment Partners
Nebraska
$687K +$670K +23,758 New
CAM
233
Cresset Asset Management
Illinois
$685K
DFA
234
Davies Financial Advisors
California
$676K -$2.95M -104,672 -82%
CG
235
Clarus Group
Texas
$668K -$4.66M -165,185 -88%
DFA
236
DHJJ Financial Advisors
Illinois
$654K +$330K +11,696 +107%
PCIA
237
Prime Capital Investment Advisors
Kansas
$600K +$17.9K +635 +3%
EC
238
EdgeRock Capital
Colorado
$593K -$12.1K -430 -2%
AF
239
Allworth Financial
California
$587K +$571K +20,227 New
Morgan Stanley
240
Morgan Stanley
New York
$581K +$166K +5,901 +42%
IAIM
241
International Assets Investment Management
Florida
$566K +$553K +19,587 New
SWP
242
Summit Wealth Partners
Florida
$559K
NFG
243
Nations Financial Group
Iowa
$558K +$20.7K +733 +4%
CA
244
Claro Advisors
Massachusetts
$543K +$5.28K +187 +1%
OL
245
Owen LaRue
Kentucky
$521K +$508K +18,000 New
CP
246
Castleview Partners
Texas
$513K -$319K -11,320 -39%
SEIA
247
Signature Estate & Investment Advisors
California
$494K +$482K +17,066 New
NS
248
NBC Securities
Alabama
$487K +$174K +6,155 +57%
TC
249
Trilogy Capital
California
$486K +$474K +16,799 New
JIP
250
Jaffetilchin Investment Partners
Florida
$467K +$24.9K +883 +6%

BUFR Hedge Fund Activity: Q2 2024 in Review

324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2024, worth a combined $3.76B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BUFR positions and 17 closed out — a net gain of 42 holders — while 172 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $132M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $16.1M.

  • 324 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $3.76B of FT Vest Fund of Buffer ETFs stock for Q2 2024, up 18% quarter-over-quarter.
  • 59 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2024 and 17 closed out, a net change of +42 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2024 was LPL Financial, an estimated $132M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2024.