FT Vest Fund of Buffer ETFs
BUFR
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.
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: 39 → 43 (+4)
9% more funds holding
Funds holding: 264 → 287 (+23)
0.5% more ownership
Funds ownership: 85.69% → 86.19% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$122M |
| 2 |
LPL Financial
San Diego,
California
|
+$82.7M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$79.5M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$56.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$76.2M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$20.8M |
| 3 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$17.8M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$13.4M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$12.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPW
301
Sonoma Private Wealth
Sonoma,
California
| – | -$295K | -11,111 | Closed |
|
|
PWM
302
Prosperity Wealth Management
San Ramon,
California
| – | -$258K | -9,700 | Closed |
|
|
PA
303
Procyon Advisors
Shelton,
Connecticut
| – | -$208K | -7,830 | Closed |
|
304
UBS Group
Zurich,
Switzerland
| – | -$24.6K | -925 | Closed |
|
|
SIS
305
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$23.8K | -897 | Closed |
|
|
LA
306
LM Advisors
San Diego,
California
| – | -$22.3K | -840 | Closed |
|
|
FMII
307
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$13.3K | -500 | Closed |
|
|
C
308
Covestor
London,
United Kingdom
| – | -$7K | -270 | Closed |
|
|
IPW
309
Impact Partnership Wealth
Marietta,
Georgia
| – | -$2.9K | -109 | Closed |
|
|
BGAI
310
Bruce G. Allen Investments
Denver,
Colorado
| – | -$1.62K | -61 | Closed |
|
|
AWM
311
Abound Wealth Management
Franklin,
Tennessee
| – | -$798 | -30 | 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.