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FT Vest Fund of Buffer ETFs

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: 287324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$60.1K +$5.47K +194 +10%
Comerica Bank
302
Comerica Bank
Texas
$57.4K
AWM
303
Avior Wealth Management
Nebraska
$54.6K +$5.5K +195 +12%
SA
304
Scarborough Advisors
Maryland
$54K -$8.92K -316 -14%
WWM
305
Wolff Wiese Magana
California
$51.7K +$50.4K +1,786 New
AIC
306
Archer Investment Corporation
Indiana
$51.4K
ADL
307
Asset Dedication LLC
California
$48K
IWP
308
IAG Wealth Partners
Wisconsin
$48K +$46.8K +1,660 New
CHA
309
Carmichael Hill & Associates
Maryland
$43.4K +$42.3K +1,500 New
MIM
310
Macroview Investment Management
Maryland
$43.3K +$12K +424 +40%
Wells Fargo
311
Wells Fargo
California
$37.7K +$36.8K +1,305 New
CFD
312
Creative Financial Designs
Indiana
$35.9K
CPA
313
Clear Point Advisors
New York
$29.9K
HBW
314
Hazlett, Burt & Watson
West Virginia
$11K
HIA
315
Harbor Investment Advisory
Maryland
$10.7K
TRCT
316
Tower Research Capital (TRC)
New York
$9.52K -$23.2K -821 -71%
AFG
317
Albion Financial Group
Utah
$8.68K +$8.46K +300 New
GI
318
Gradient Investments
Minnesota
$6.19K +$6.04K +214 New
SFA
319
Semmax Financial Advisors
North Carolina
$5.51K +$5.36K +190 New
RFG
320
REAP Financial Group
Texas
$4.48K -$3.05K -108 -41%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$3.12K +$1.55K +55 +104%
FHC
322
First Heartland Consultants
Missouri
$2.26K -$28.2K -1,000 -1%
AFWM
323
Abich Financial Wealth Management
Virginia
$2.11K
DIP
324
DT Investment Partners
Pennsylvania
$1.01K +$988 +35 New
BGAI
325
Bruce G. Allen Investments
Colorado
$318 +$310 +11 New

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.