We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs

110 hedge funds and large institutions have $540M invested in FT Vest Fund of Buffer ETFs in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

24% more funds holding

Funds holding: 89110 (+21)

2.41% more ownership

Funds ownership: 97%99.41% (+2.4%)

3% more capital invested

Capital invested by funds: $526M → $540M (+$14.1M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
110
Holders Change
+21
Holders Change %
+23.6%
% of All Funds
1.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
48
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
26
Denver PWM
Colorado
$4.45M +$132K +5,629 +3%
KWM
27
Kingsview Wealth Management
Oregon
$4.43M +$260K +11,113 +6%
IA
28
IFP Advisors
Florida
$4.39M +$4.18M +178,778 +470%
TWM
29
Triton Wealth Management
Arizona
$4.19M
KAS
30
Kestra Advisory Services
Texas
$3.45M +$1.5M +64,226 +79%
T
31
TRUADVICE
Florida
$3.32M +$50.2K +2,143 +1%
SWA
32
Stratos Wealth Advisors
Ohio
$3.06M +$49.5K +2,114 +2%
MCC
33
Money Concepts Capital
Florida
$2.71M +$2.67M +114,230 New
QA
34
Quantitative Advantage
Minnesota
$2.36M +$394K +16,820 +20%
LNC
35
Lincoln National Corp
Pennsylvania
$2.31M +$122K +5,201 +6%
MFS
36
Madrona Financial Services
Washington
$2.11M +$2.09M +89,205 New
FIM
37
Freedom Investment Management
Connecticut
$2.1M -$194K -8,297 -9%
BWM
38
BlackDiamond Wealth Management
New York
$1.99M +$321K +13,700 +20%
CF
39
Centaurus Financial
California
$1.93M +$318K +13,580 +20%
SG
40
StoneX Group
New York
$1.87M +$115K +4,927 +7%
DCM
41
Davidson Capital Management
Texas
$1.81M +$1.78M +76,195 New
SPC
42
Sigma Planning Corp
Michigan
$1.73M +$739K +31,562 +77%
C
43
CEDRUS
Colorado
$1.67M +$1.19M +50,798 +259%
IAN
44
Integrated Advisors Network
Texas
$1.59M +$1.28M +54,491 +433%
PAG
45
Private Advisory Group
Washington
$1.59M +$1.25M +53,387 +391%
RA
46
RFG Advisory
Alabama
$1.53M +$1.51M +64,477 New
CCFM
47
Clear Creek Financial Management
Washington
$1.51M +$381K +16,294 +35%
KA
48
Kovack Advisors
Florida
$1.5M -$970K -41,436 -40%
ACA
49
Ascension Capital Advisors
Texas
$1.46M -$33.9K -1,450 -2%
WWM
50
Western Wealth Management
Colorado
$1.36M +$1.34M +57,229 New

BUFR Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2022, worth a combined $540M — up 2.7% from $526M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BUFR positions and 6 closed out — a net gain of 25 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $13.9M. The largest seller was Oliver Lagore Vanvalin Investment Group, cutting an estimated $124M.

  • 110 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2022, up from 89 in Q4 2021.
  • Funds reported $540M of FT Vest Fund of Buffer ETFs stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 31 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2022 and 6 closed out, a net change of +25 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2022 was Commonwealth Equity Services, an estimated $13.9M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2022 was Oliver Lagore Vanvalin Investment Group, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2022.