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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
TRCT
276
Tower Research Capital (TRC)
New York
$32.2K +$31.3K +1,150 New
MIM
277
Macroview Investment Management
Maryland
$30K +$18.6K +683 +176%
CPA
278
Clear Point Advisors
New York
$28.9K +$273 +10 +1%
HBW
279
Hazlett, Burt & Watson
West Virginia
$11K
HIA
280
Harbor Investment Advisory
Maryland
$10.3K
RFG
281
REAP Financial Group
Texas
$7.35K +$7.17K +263 New
AFWM
282
Abich Financial Wealth Management
Virginia
$2.04K +$1.99K +73 New
KFS
283
Kelly Financial Services
Massachusetts
$1.48K +$1.44K +53 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$1.48K +$1.44K +53 New
RCM
285
Raleigh Capital Management
North Carolina
$839 +$818 +30 New
Bank of America
286
Bank of America
North Carolina
$559 +$545 +20 New
Fidelity Investments
287
Fidelity Investments
Massachusetts
$28
FA
288
FDx Advisors
Illinois
-$11.9M -448,008 Closed
KA
289
Kure Advisory
Minnesota
-$9.83M -369,905 Closed
WAAG
290
Wealth Alliance Advisory Group
Kansas
-$7.44M -279,858 Closed
MWM
291
Meridian Wealth Management
Kentucky
-$6.81M -256,235 Closed
BFA
292
Beacon Financial Advisory
Ohio
-$3.05M -114,626 Closed
KA
293
Kovack Advisors
Florida
-$2.44M -92,000 Closed
VA
294
Valmark Advisers
Ohio
-$2.39M -89,974 Closed
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
-$1.24M -46,483 Closed
PVI
296
Pine Valley Investments
New Jersey
-$1.2M -45,218 Closed
AA
297
Ancora Advisors
Ohio
-$1.12M -42,220 Closed
SWM
298
Scissortail Wealth Management
Oklahoma
-$385K -14,188 Closed
CWM
299
Curi Wealth Management
North Carolina
-$323K -12,149 Closed
WAM
300
Worth Asset Management
Texas
-$306K -11,510 Closed

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.