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FT Vest Fund of Buffer ETFs
BUFR

148 hedge funds and large institutions have $602M invested in FT Vest Fund of Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 37

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

11% more funds holding

Funds holding: 133 → 148 (+15)

2% more capital invested

Capital invested by funds: $591M → $602M (+$10.6M)

4.44% less ownership

Funds ownership: 76.44% → 72% (-4.4%)

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.36%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
27
Increased
69
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
+$9.68M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.34M
3
CAP
Columbia Advisory Partners
Washington
+$9.12M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.88M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.57M

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$15.5M
2
WP
WealthPLAN Partners
Nebraska
-$10.1M
3
KAS
Kestra Advisory Services
Texas
-$9.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.94M
5
PAG
Private Advisory Group
Washington
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
26
Tower Wealth Partners
Pennsylvania
$7.65M +$94.9K +4,136 +1%
DA
27
Drake & Associates
Wisconsin
$6.64M +$236K +10,283 +4%
CF
28
Centaurus Financial
California
$6.63M +$103K +4,473 +2%
CG
29
Clarus Group
Texas
$6.44M -$1.65M -72,015 -21%
TWM
30
Triton Wealth Management
Arizona
$6.31M +$1.72M +75,124 +41%
AAS
31
Ameritas Advisory Services
Nebraska
$6.18M +$3.6M +157,133 +150%
KPWS
32
Kestra Private Wealth Services
Texas
$6.01M +$1.11M +48,287 +23%
KFI
33
Key Financial Inc
Pennsylvania
$5.42M +$3.69M +161,063 +231%
OIA
34
OneDigital Investment Advisors
Kansas
$5.18M -$302K -13,167 -6%
LPL Financial
35
LPL Financial
California
$4.74M +$215K +9,359 +5%
PGWM
36
Pitti Group Wealth Management
New York
$4.68M -$29.9K -1,302 -0.6%
MWM
37
Meridian Wealth Management
Kentucky
$4.58M +$878K +38,267 +24%
DP
38
Denver PWM
Colorado
$4.42M +$3.14K +137 +0.1%
KAS
39
Kestra Advisory Services
Texas
$4.35M -$9.3M -405,563 -69%
KWM
40
Kingsview Wealth Management
Oregon
$4.27M +$321K +13,974 +8%
RA
41
RiverTree Advisors
Florida
$4.23M +$615K +26,831 +18%
AC
42
AIFG Consultants
New York
$4.11M +$841K +36,661 +27%
BCM
43
Brookstone Capital Management
Illinois
$4.09M +$3.69M +160,775 +1,345%
SPC
44
Sigma Planning Corp
Michigan
$3.92M -$387K -16,851 -9%
T
45
TRUADVICE
Florida
$3.89M -$99.8K -4,349 -3%
FIM
46
Freedom Investment Management
Connecticut
$3.88M -$229K -9,980 -6%
NA
47
NewEdge Advisors
Louisiana
$3.63M +$1.7M +73,936 +92%
TRIA
48
Trail Ridge Investment Advisors
Colorado
$3.37M +$331K +14,419 +11%
PAG
49
Private Advisory Group
Washington
$3.16M -$2.62M -114,047 -46%
UWM
50
USAdvisors Wealth Management
Minnesota
$2.71M -$128K -5,597 -5%
1
2
3 4 5

BUFR Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2023, worth a combined $602M — up 1.8% from $591M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BUFR positions and 11 closed out — a net gain of 16 holders — while 69 added to existing stakes and 37 trimmed.

The largest buyer was SimpliFi Inc, opening a new position worth an estimated $9.68M. The largest seller was WealthPlan Investment Management, cutting an estimated $15.5M.

  • 148 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2023, up from 133 in Q4 2022.
  • Funds reported $602M of FT Vest Fund of Buffer ETFs stock for Q1 2023, up 1.8% quarter-over-quarter.
  • 27 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2023 and 11 closed out, a net change of +16 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2023 was SimpliFi Inc, an estimated $9.68M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2023 was WealthPlan Investment Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2023.