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FT Vest Fund of Buffer ETFs
BUFR

61 hedge funds and large institutions have $271M invested in FT Vest Fund of Buffer ETFs in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

108% more capital invested

Capital invested by funds: $130M → $271M (+$141M)

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

24% more funds holding

Funds holding: 49 → 61 (+12)

12.71% more ownership

Funds ownership: 60.16% → 72.87% (+13%)

Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
1.07%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
16
Increased
34
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GHA
GW Henssler & Associates
Georgia
+$48.6M
2
WP
WealthPLAN Partners
Nebraska
+$25.4M
3
AWM
AE Wealth Management
Kansas
+$12.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M
5
MML Investors Services
MML Investors Services
Massachusetts
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$6.84M
2
KWM
Kingsview Wealth Management
Oregon
-$660K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$637K
4
AIC
Ameritas Investment Company
Nebraska
-$491K
5
CF
Centaurus Financial
California
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
26
American Portfolios Advisors
New York
$1.92M +$1.17M +50,595 +153%
HFP
27
Holistic Financial Partners
Indiana
$1.63M +$356K +15,371 +28%
ACA
28
Ascension Capital Advisors
Texas
$1.46M +$105K +4,520 +8%
SWA
29
Stratos Wealth Advisors
Ohio
$1.32M +$365K +15,760 +38%
KAS
30
Kestra Advisory Services
Texas
$1.31M +$750K +32,441 +132%
ACM
31
Arlington Capital Management
Illinois
$1.22M +$315K +13,637 +35%
DP
32
Denver PWM
Colorado
$882K +$91.3K +3,948 +11%
DAS
33
Dynamic Advisor Solutions
Arizona
$860K +$26.1K +1,127 +3%
IA
34
IFP Advisors
Florida
$851K +$439K +18,995 +105%
Citadel Advisors
35
Citadel Advisors
Florida
$748K +$754K +32,583 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$598K +$14.4K +624 +2%
CCFM
37
Clear Creek Financial Management
Washington
$596K +$601K +25,978 New
TWM
38
Tradition Wealth Management
Minnesota
$584K +$589K +25,443 New
MWM
39
Meridian Wealth Management
Kentucky
$532K +$537K +23,200 New
FHC
40
First Heartland Consultants
Missouri
$528K +$532K +22,990 New
HSA
41
HBK Sorce Advisory
Pennsylvania
$497K +$258K +11,163 +106%
MA
42
Mutual Advisors
Nebraska
$437K +$440K +19,039 New
FWM
43
Frontier Wealth Management
Missouri
$407K +$63.4K +2,740 +18%
CFGS
44
Concourse Financial Group Securities
Alabama
$370K +$345K +14,919 +1,258%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$340K +$108K +4,650 +46%
EWM
46
Echo Wealth Management
Minnesota
$293K +$89.3K +3,860 +44%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$292K -$6.84M -295,780 -96%
PAG
48
Private Advisory Group
Washington
$270K -$105K -4,521 -28%
SB
49
Strategic Blueprint
Georgia
$270K +$232K +10,028 +582%
BCM
50
Brookstone Capital Management
Illinois
$265K +$264K +11,424 New
1
2
3

BUFR Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q3 2021, worth a combined $271M — up 108% from $130M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BUFR positions and 4 closed out — a net gain of 12 holders — while 34 added to existing stakes and 7 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $48.6M. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $6.84M.

  • 61 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q3 2021, up from 49 in Q2 2021.
  • Funds reported $271M of FT Vest Fund of Buffer ETFs stock for Q3 2021, up 108% quarter-over-quarter.
  • 16 funds opened new FT Vest Fund of Buffer ETFs positions in Q3 2021 and 4 closed out, a net change of +12 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q3 2021 was GW Henssler & Associates, an estimated $48.6M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q3 2021 was Patriot Financial Group Insurance Agency, an estimated $6.84M sold.

Based on aggregated 13F filings for Q3 2021.