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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
AssetMark Inc
251
AssetMark Inc
California
$26.6K +$25.3K +1,002 New
UBS Group
252
UBS Group
Switzerland
$24.6K +$23.4K +925 New
SIS
253
Sound Income Strategies
Florida
$23.8K +$22.7K +897 New
LA
254
LM Advisors
California
$22.3K +$21.2K +840 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$13.3K +$12.6K +500 New
AWM
256
Avior Wealth Management
Nebraska
$11K
MIM
257
Macroview Investment Management
Maryland
$10.3K +$9.83K +389 New
HIA
258
Harbor Investment Advisory
Maryland
$9.83K +$9.35K +370 New
HBW
259
Hazlett, Burt & Watson
West Virginia
$9K
Comerica Bank
260
Comerica Bank
Texas
$7.44K
C
261
Covestor
United Kingdom
$7K +$6.82K +270 New
IPW
262
Impact Partnership Wealth
Georgia
$2.9K
BGAI
263
Bruce G. Allen Investments
Colorado
$1.62K +$1.54K +61 New
AWM
264
Abound Wealth Management
Tennessee
$798 +$758 +30 New
Fidelity Investments
265
Fidelity Investments
Massachusetts
$27 +$25 +1 New
ACA
266
Ascension Capital Advisors
Texas
-$8.62M -352,041 Closed
DP
267
Denver PWM
Colorado
-$6.09M -249,416 Closed
IAN
268
Integrated Advisors Network
Texas
-$3.23M -131,702 Closed
MCWS
269
McKinley Carter Wealth Services
West Virginia
-$1.49M -60,715 Closed
BIA
270
Bigelow Investment Advisors
Maine
-$1.28M -52,097 Closed
GS
271
GTS Securities
New York
-$766K -31,289 Closed
HSA
272
HBK Sorce Advisory
Pennsylvania
-$695K -28,378 Closed
MAG
273
MRA Advisory Group
New Jersey
-$520K -21,229 Closed
RIA
274
Regal Investment Advisors
Michigan
-$519K -21,185 Closed
CA
275
Claro Advisors
Massachusetts
-$485K -19,819 Closed

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.