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FT Vest Fund of Buffer ETFs
BUFR

49 hedge funds and large institutions have $130M invested in FT Vest Fund of Buffer ETFs in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

54% more capital invested

Capital invested by funds: $84.7M → $130M (+$45.8M)

40% more funds holding

Funds holding: 35 → 49 (+14)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2.61% less ownership

Funds ownership: 62.77% → 60.16% (-2.6%)

Holders
49
Holders Change
+14
Holders Change %
+40%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
25
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.04M
3
CG
Clarus Group
Texas
+$4.18M
4
TWM
Triton Wealth Management
Arizona
+$4.16M
5
HI
Harbour Investments
Wisconsin
+$3.04M

Top Sellers

1
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$2.26M
2
EWM
Echo Wealth Management
Minnesota
-$462K
3
OMC
Old Mission Capital
Illinois
-$322K
4
UBS Group
UBS Group
Switzerland
-$60K
5
PAG
Private Advisory Group
Washington
-$51.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
26
Denver PWM
Colorado
$791K +$780K +34,498 New
APA
27
American Portfolios Advisors
New York
$760K +$191K +8,467 +34%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$637K +$628K +27,782 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$583K +$182K +8,067 +46%
KAS
30
Kestra Advisory Services
Texas
$563K +$305K +13,503 +122%
CF
31
Centaurus Financial
California
$522K +$515K +22,775 New
AIC
32
Ameritas Investment Company
Nebraska
$491K +$483K +21,389 New
IA
33
IFP Advisors
Florida
$415K +$402K +17,805 +7,577%
OMC
34
Old Mission Capital
Illinois
$374K -$322K -14,267 -47%
PAG
35
Private Advisory Group
Washington
$374K -$51.2K -2,264 -12%
FWM
36
Frontier Wealth Management
Missouri
$344K +$339K +15,000 New
AA
37
Altman Advisors
Illinois
$278K +$271K +11,993 New
HSA
38
HBK Sorce Advisory
Pennsylvania
$241K +$237K +10,494 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$233K +$22.6K +1,000 +11%
SFG
40
SageGuard Financial Group
Tennessee
$230K +$9.7K +429 +4%
EWM
41
Echo Wealth Management
Minnesota
$201K -$462K -20,423 -70%
DA
42
DCM Advisors
New York
$142K +$140K +6,200 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$63K +$61.7K +2,728 New
CAL
44
Capital Analysts LLC
Pennsylvania
$51K +$49.8K +2,204 New
ASN
45
Advisory Services Network
Georgia
$48K +$47.2K +2,090 New
SB
46
Strategic Blueprint
Georgia
$40K +$38.9K +1,722 New
CFGS
47
Concourse Financial Group Securities
Alabama
$27K +$26.8K +1,186 New
GRP
48
Global Retirement Partners
California
$25K +$25K +1,105 New
SWM
49
Spire Wealth Management
Virginia
$4K +$3.5K +155 New
UBS Group
50
UBS Group
Switzerland
– -$60K -2,735 Closed
1
2
3

BUFR Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2021, worth a combined $130M — up 54% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BUFR positions and 3 closed out — a net gain of 14 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.4M. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $2.26M.

  • 49 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2021, up from 35 in Q1 2021.
  • Funds reported $130M of FT Vest Fund of Buffer ETFs stock for Q2 2021, up 54% quarter-over-quarter.
  • 17 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2021 and 3 closed out, a net change of +14 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2021 was Commonwealth Equity Services, an estimated $12.4M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2021 was Patriot Financial Group Insurance Agency, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2021.