We are live on ! Find out more
BUFR icon

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
AA
51
Altman Advisors
Illinois
$239K -$43.3K -1,874 -16%
CRWM
52
Castle Rock Wealth Management
California
$227K +$221K +9,542 New
BRWM
53
B. Riley Wealth Management
Tennessee
$222K +$224K +9,694 New
CF
54
Centaurus Financial
California
$176K -$349K -15,085 -66%
DA
55
DCM Advisors
New York
$142K – – –
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$115K +$52.8K +2,281 +84%
CAL
57
Capital Analysts LLC
Pennsylvania
$51K – – –
NFG
58
Next Financial Group
Texas
$27K +$26.7K +1,155 New
GRP
59
Global Retirement Partners
California
$25K – – –
CAAS
60
Capital Asset Advisory Services
Michigan
$17K +$17.3K +750 New
SWM
61
Spire Wealth Management
Virginia
$4K – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$637K -27,782 Closed
AIC
63
Ameritas Investment Company
Nebraska
– -$491K -21,389 Closed
SFG
64
SageGuard Financial Group
Tennessee
– -$230K -10,044 Closed
ASN
65
Advisory Services Network
Georgia
– -$48K -2,090 Closed
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.