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FT Vest Fund of Buffer ETFs

287 hedge funds and large institutions have $3.19B invested in FT Vest Fund of Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 64

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

29% more capital invested

Capital invested by funds: $2.47B → $3.19B (+$713M)

10% more funds holding in top 10

Funds holding in top 10: 3943 (+4)

9% more funds holding

Funds holding: 264287 (+23)

0.5% more ownership

Funds ownership: 85.69%86.19% (+0.5%)

Holders
287
Holders Change
+23
Holders Change %
+8.71%
% of All Funds
4.13%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
52
Increased
150
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TownSquare Capital
Utah
$21.9M +$5.53M +202,975 +35%
ACA
27
Aptus Capital Advisors
Alabama
$20.4M +$19.2M +703,270 +2,532%
NA
28
NewEdge Advisors
Louisiana
$20.1M +$5.29M +194,225 +37%
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.1M +$18.8M +690,155 +2,560%
CAM
30
Creekmur Asset Management
Illinois
$19.7M -$3.4M -124,793 -15%
AWA
31
Arkadios Wealth Advisors
Georgia
$18.8M -$309K -11,339 -2%
RA
32
RFG Advisory
Alabama
$17.9M +$9.84K +361 +0.1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$17.9M +$5.58M +204,628 +47%
NP
34
NorthRock Partners
Minnesota
$17.4M +$1.68M +61,648 +11%
CAM
35
Concorde Asset Management
Michigan
$17.2M +$57.9K +2,125 +0.3%
GFG
36
Goldstone Financial Group
Illinois
$17.1M +$1.05M +38,644 +7%
WP
37
WealthPLAN Partners
Nebraska
$16.7M -$32.2K -1,180 -0.2%
FNWA
38
Financial Network Wealth Advisors
Utah
$15.4M -$1.06M -39,037 -7%
GVAG
39
Great Valley Advisor Group
Delaware
$15.3M +$7.12M +261,399 +91%
M1FG
40
Mach-1 Financial Group
Arkansas
$15.1M +$902K +33,107 +7%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$14.3M +$12.2M +446,613 +677%
HighTower Advisors
42
HighTower Advisors
Illinois
$14.3M -$177K -6,509 -1%
CASC
43
Coppell Advisory Solutions Corp
Texas
$13M +$12.7M +464,788 New
Mariner
44
Mariner
Kansas
$12.9M +$7.83M +287,183 +164%
AWA
45
Amplius Wealth Advisors
Pennsylvania
$12.4M -$20.8M -762,837 -63%
BCM
46
Brookstone Capital Management
Illinois
$12.3M +$2.27M +83,177 +23%
PIS
47
POM Investment Strategies
North Carolina
$12M +$720K +26,425 +7%
PGWM
48
Pitti Group Wealth Management
New York
$11.6M +$1.74K +64 +0%
SI
49
SimpliFi Inc
California
$10.9M -$216K -7,935 -2%
SFS
50
Solitude Financial Services
Virginia
$10.8M +$10.5M +386,551 New

BUFR Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2024, worth a combined $3.19B — up 29% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BUFR positions and 24 closed out — a net gain of 28 holders — while 150 added to existing stakes and 64 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $122M. The largest seller was AE Wealth Management, cutting an estimated $76.2M.

  • 287 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2024, up from 264 in Q4 2023.
  • Funds reported $3.19B of FT Vest Fund of Buffer ETFs stock for Q1 2024, up 29% quarter-over-quarter.
  • 52 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2024 and 24 closed out, a net change of +28 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2024 was Cetera Investment Advisers, an estimated $122M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2024 was AE Wealth Management, an estimated $76.2M sold.

Based on aggregated 13F filings for Q1 2024.