We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs

264 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

123% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 52

64% more capital invested

Capital invested by funds: $1.5B → $2.47B (+$969M)

63% more funds holding in top 10

Funds holding in top 10: 2439 (+15)

26% more funds holding

Funds holding: 209264 (+55)

6.08% more ownership

Funds ownership: 79.6%85.69% (+6.1%)

Holders
264
Holders Change
+55
Holders Change %
+26.32%
% of All Funds
3.85%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
116
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
26
Centennial Wealth Advisory
Michigan
$19.4M +$16.6M +655,256 +891%
Truist Financial
27
Truist Financial
North Carolina
$18.7M +$5.99M +236,987 +51%
AWA
28
Arkadios Wealth Advisors
Georgia
$18.1M -$383K -15,167 -2%
KV
29
Kickstand Ventures
New York
$17.7M +$16.8M +666,562 New
CA
30
Cetera Advisors
Colorado
$17.4M +$1.85M +73,354 +13%
RA
31
RFG Advisory
Alabama
$17M -$2.04M -80,834 -11%
CAM
32
Concorde Asset Management
Michigan
$16.3M +$6.83M +270,216 +79%
WP
33
WealthPLAN Partners
Nebraska
$15.9M -$232K -9,189 -2%
KPWS
34
Kestra Private Wealth Services
Texas
$15.7M +$6.52M +258,002 +78%
FNWA
35
Financial Network Wealth Advisors
Utah
$15.6M +$14.9M +588,963 New
TC
36
TownSquare Capital
Utah
$15.4M -$55.8K -2,209 -0.4%
GFG
37
Goldstone Financial Group
Illinois
$15.3M +$4.7M +185,847 +48%
NP
38
NorthRock Partners
Minnesota
$14.9M +$7.27M +287,653 +106%
NA
39
NewEdge Advisors
Louisiana
$14M +$5.87M +232,357 +80%
MAM
40
Milestone Asset Management
Pennsylvania
$13.9M +$13.2M +523,973 New
HighTower Advisors
41
HighTower Advisors
Illinois
$13.8M -$4M -158,438 -23%
M1FG
42
Mach-1 Financial Group
Arkansas
$13.5M +$826K +32,690 +7%
SFP
43
Sweet Financial Partners
Minnesota
$13.3M -$181K -7,178 -1%
FA
44
FDx Advisors
Illinois
$11.9M -$431K -17,067 -4%
IWC
45
Integrated Wealth Concepts
Massachusetts
$11.5M +$9.73M +385,089 +782%
RA
46
RiverTree Advisors
Florida
$11.1M +$4.16M +164,474 +65%
PGWM
47
Pitti Group Wealth Management
New York
$11M +$3.35M +132,695 +47%
PIS
48
POM Investment Strategies
North Carolina
$10.7M +$10.2M +404,538 New
WIM
49
WealthPlan Investment Management
Nebraska
$10.3M -$33.1K -1,309 -0.3%
KA
50
Kure Advisory
Minnesota
$9.83M +$1.75M +69,404 +23%

BUFR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2023, worth a combined $2.47B — up 64% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BUFR positions and 24 closed out — a net gain of 56 holders — while 116 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Ascension Capital Advisors, exiting entirely with an estimated $8.62M sold.

  • 264 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $2.47B of FT Vest Fund of Buffer ETFs stock for Q4 2023, up 64% quarter-over-quarter.
  • 80 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2023 and 24 closed out, a net change of +56 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q4 2023 was LPL Financial, an estimated $242M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q4 2023 was Ascension Capital Advisors, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.