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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
SI
51
SimpliFi Inc
California
$9.73M
FHA
52
First Horizon Advisors
Tennessee
$9.66M +$5.53M +218,710 +151%
TWP
53
Tower Wealth Partners
Pennsylvania
$9.58M +$764K +30,216 +9%
BCM
54
Brookstone Capital Management
Illinois
$9.43M +$2.98M +117,910 +50%
DA
55
Drake & Associates
Wisconsin
$9.05M +$240K +9,483 +3%
SW
56
Schulz Wealth
Texas
$8.79M +$8.36M +330,707 New
NEWAS
57
N.E.W. Advisory Services
Wisconsin
$8.76M +$5.8M +229,449 +229%
RWA
58
Redhawk Wealth Advisors
Minnesota
$8.22M +$7.82M +309,374 New
KFI
59
Key Financial Inc
Pennsylvania
$7.76M +$545K +21,560 +8%
GVAG
60
Great Valley Advisor Group
Delaware
$7.63M +$7.26M +287,248 New
AAS
61
Avantax Advisory Services
Texas
$7.56M +$1.59M +62,935 +28%
WAAG
62
Wealth Alliance Advisory Group
Kansas
$7.44M +$259K +10,243 +4%
WEG
63
World Equity Group
Illinois
$7.03M +$1.45M +57,496 +28%
SS
64
Simplicity Solutions
Minnesota
$6.82M +$2.03M +80,442 +46%
MWM
65
Meridian Wealth Management
Kentucky
$6.81M +$841K +33,292 +15%
HWP
66
Hibernia Wealth Partners
Louisiana
$6.76M +$6.43M +254,298 +2,542,980%
IFG
67
Independent Financial Group
California
$6.48M +$417K +16,500 +7%
CAP
68
Columbia Advisory Partners
Washington
$6.41M -$269K -10,645 -4%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$6.31M +$561K +22,207 +10%
Renaissance Technologies
70
Renaissance Technologies
New York
$6.19M +$4.28M +169,277 +266%
CF
71
Centaurus Financial
California
$6.14M +$432K +17,078 +8%
TWM
72
Triton Wealth Management
Arizona
$6.1M -$907K -35,901 -13%
KWM
73
Kingsview Wealth Management
Oregon
$5.94M +$815K +32,260 +17%
HSWS
74
Higgins & Schmidt Wealth Strategies
Colorado
$5.91M +$5.62M +222,577 New
CIA
75
Concurrent Investment Advisors
Florida
$5.89M +$5.6M +221,558 New

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.