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FT Vest Fund of Buffer ETFs
BUFR

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: 287 → 324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 43 → 46 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$132M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.9M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$16.1M
2
CWA
Centennial Wealth Advisory
Michigan
-$8.82M
3
M1FG
Mach-1 Financial Group
Arkansas
-$7.67M
4
Jane Street
Jane Street
New York
-$6.77M
5
IGWM
ICA Group Wealth Management
Colorado
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
251
CEDRUS
Colorado
$459K +$448K +15,871 New
BTWM
252
Brass Tax Wealth Management
Ohio
$453K +$211K +7,483 +91%
AWA
253
Arete Wealth Advisors
Illinois
$423K +$64.8K +2,295 +19%
GWM
254
Geneos Wealth Management
Colorado
$416K +$310K +10,990 +324%
SFG
255
Synergy Financial Group
California
$402K +$393K +13,917 New
PPWM
256
Perissos Private Wealth Management
Oklahoma
$398K +$389K +13,770 New
AF
257
Apollon Financial
South Carolina
$389K +$56.4K +2,000 +17%
BPA
258
Beacon Pointe Advisors
California
$385K -$54.4K -1,929 -13%
MOS
259
MGO One Seven
Ohio
$377K +$367K +13,022 New
AR
260
Apeiron RIA
Texas
$353K +$1.98K +70 +0.6%
ASN
261
Advisory Services Network
Georgia
$342K – – –
GSEP
262
Golden State Equity Partners
California
$311K +$303K +10,738 New
AFM
263
Armstrong Fleming & Moore
District of Columbia
$306K +$298K +10,570 New
WAS
264
WESPAC Advisors SoCal
California
$301K +$293K +10,400 New
EWM
265
Echo Wealth Management
Minnesota
$279K +$27.2K +964 +11%
MCM
266
MAI Capital Management
Ohio
$270K – – –
IAP
267
Indie Asset Partners
Indiana
$264K +$257K +9,120 New
GFA
268
Gallagher Fiduciary Advisors
Illinois
$263K +$257K +9,104 New
PCM
269
Presidio Capital Management
California
$261K +$255K +9,030 New
EW
270
Element Wealth
Mississippi
$260K – – –
WAM
271
Worth Asset Management
Texas
$260K +$253K +8,974 New
PWP
272
Pursue Wealth Partners
California
$259K -$791K -28,030 -76%
PFG
273
Prosperity Financial Group
California
$259K -$52.2K -1,850 -17%
LA
274
LexAurum Advisors
Kansas
$258K – – –
GSIAS
275
Garden State Investment Advisory Services
New Jersey
$256K – – –
9 10
11
12 13

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.