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FT Vest Fund of Buffer ETFs

89 hedge funds and large institutions have $526M invested in FT Vest Fund of Buffer ETFs in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

94% more capital invested

Capital invested by funds: $271M → $526M (+$255M)

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

46% more funds holding

Funds holding: 6189 (+28)

24.14% more ownership

Funds ownership: 72.87%97% (+24%)

Holders
89
Holders Change
+28
Holders Change %
+45.9%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
31
Increased
41
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$650K -$11M -465,803 -95%
BF
52
BOK Financial
Oklahoma
$632K +$621K +26,300 New
PCA
53
Pallas Capital Advisors
Massachusetts
$596K +$606K +25,675 New
HSA
54
HBK Sorce Advisory
Pennsylvania
$550K +$29.5K +1,248 +6%
Citadel Advisors
55
Citadel Advisors
Florida
$549K -$230K -9,726 -30%
MA
56
Mutual Advisors
Nebraska
$530K +$70.8K +3,000 +16%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$525K -$99.6K -4,217 -16%
KFI
58
Key Financial Inc
Pennsylvania
$522K +$513K +21,704 New
C
59
CEDRUS
Colorado
$471K +$463K +19,605 New
WS
60
Wedbush Securities
California
$464K +$456K +19,322 New
SWP
61
Summit Wealth Partners
Florida
$438K +$430K +18,220 New
FWM
62
Frontier Wealth Management
Missouri
$426K
CFGS
63
Concourse Financial Group Securities
Alabama
$352K -$34.5K -1,462 -9%
CA
64
Claro Advisors
Massachusetts
$344K +$338K +14,300 New
PAG
65
Private Advisory Group
Washington
$328K +$43.9K +1,860 +16%
NA
66
NewEdge Advisors
Louisiana
$319K +$314K +13,291 New
MFG
67
Mission Financial Group
Nevada
$303K +$209K +8,845 New
IAN
68
Integrated Advisors Network
Texas
$303K +$297K +12,593 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$8.15K -345 -3%
BCM
70
Brookstone Capital Management
Illinois
$248K -$24.1K -1,022 -9%
CA
71
Cambridge Advisors
Nebraska
$246K +$242K +10,242 New
AA
72
Altman Advisors
Illinois
$237K +$2.43K +103 +1%
FAIM
73
Financial Advocates Investment Management
Washington
$235K +$231K +9,764 New
BRWM
74
B. Riley Wealth Management
Tennessee
$224K -$9.07K -384 -4%
CRWM
75
Castle Rock Wealth Management
California
$221K

BUFR Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2021, worth a combined $526M — up 94% from $271M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BUFR positions and 3 closed out — a net gain of 28 holders — while 41 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $24M. The largest seller was MML Investors Services, cutting an estimated $11M.

  • 89 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2021, up from 61 in Q3 2021.
  • Funds reported $526M of FT Vest Fund of Buffer ETFs stock for Q4 2021, up 94% quarter-over-quarter.
  • 31 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2021 and 3 closed out, a net change of +28 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q4 2021 was Envestnet Asset Management, an estimated $24M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q4 2021 was MML Investors Services, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2021.