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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
BTWM
251
Brass Tax Wealth Management
Ohio
$229K +$223K +8,197 New
PPP
252
Private Portfolio Partners
New Jersey
$229K -$4.25K -156 -2%
GWSG
253
GPS Wealth Strategies Group
Colorado
$228K +$222K +8,138 New
PA
254
PFG Advisors
Arizona
$224K +$219K +8,021 New
CAL
255
Capital Analysts LLC
Pennsylvania
$219K
MTWM
256
Masso Torrence Wealth Management
New Jersey
$219K -$10.2K -375 -5%
JP Morgan Chase
257
JP Morgan Chase
New York
$215K +$95.9K +3,520 +84%
GWP
258
Gateway Wealth Partners
Wisconsin
$214K -$13.6K -500 -6%
BEI
259
Benjamin Edwards Inc
Missouri
$181K -$4.74K -174 -3%
RG
260
Retirement Group
California
$171K +$167K +6,110 New
SWM
261
Sanctuary Wealth Management
Idaho
$154K
FGAM
262
Financial Gravity Asset Management
Texas
$125K +$49.1K +1,800 +64%
TAM
263
Tucker Asset Management
Colorado
$101K +$98.8K +3,625 New
GWM
264
Geneos Wealth Management
Colorado
$95K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$68.3K +$66.6K +2,442 New
SA
266
Scarborough Advisors
Maryland
$61K +$10.1K +371 +20%
Comerica Bank
267
Comerica Bank
Texas
$55.5K +$46.5K +1,705 +609%
AssetMark Inc
268
AssetMark Inc
California
$52.7K +$24.1K +883 +88%
AIC
269
Archer Investment Corporation
Indiana
$49.7K
CFB
270
Cullen/Frost Bankers
Texas
$49.5K
AWM
271
Avior Wealth Management
Nebraska
$47.4K +$34.9K +1,279 +309%
PB
272
Pinnacle Bancorp
Nebraska
$46.5K +$45.3K +1,663 New
ADL
273
Asset Dedication LLC
California
$46K
Citigroup
274
Citigroup
New York
$44.7K +$43.6K +1,600 New
CFD
275
Creative Financial Designs
Indiana
$34.8K

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.