We are live on ! Find out more
BUFR icon

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
PA
51
PSI Advisors
Florida
$10.7M +$7.52M +275,811 +262%
WIM
52
WealthPlan Investment Management
Nebraska
$10.3M -$577K -21,156 -5%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$3.5M +128,365 +54%
FHA
54
First Horizon Advisors
Tennessee
$10.2M +$22.6K +830 +0.2%
DA
55
Drake & Associates
Wisconsin
$10.2M +$617K +22,649 +7%
TWP
56
Tower Wealth Partners
Pennsylvania
$10.1M +$40.4K +1,482 +0.4%
SW
57
Simplicity Wealth
New Jersey
$9.95M +$9.7M +355,987 New
CIA
58
Concurrent Investment Advisors
Florida
$9.52M +$3.24M +119,064 +54%
RA
59
RiverTree Advisors
Florida
$9.46M -$2.17M -79,763 -19%
AAS
60
Avantax Advisory Services
Texas
$9.28M +$1.28M +47,079 +17%
FIA
61
Foundations Investment Advisors
Arizona
$9.15M -$13.4M -491,181 -60%
RWA
62
Redhawk Wealth Advisors
Minnesota
$9.12M +$456K +16,731 +5%
SW
63
Schulz Wealth
Texas
$8.99M -$252K -9,244 -3%
PFS
64
Prospera Financial Services
Texas
$8.95M -$12.5M -457,860 -59%
HWP
65
Hibernia Wealth Partners
Louisiana
$8.79M +$1.64M +60,244 +24%
KFI
66
Key Financial Inc
Pennsylvania
$8.64M +$464K +17,010 +6%
AFG
67
ABLE Financial Group
Arizona
$8.43M +$8.22M +301,639 New
CW
68
CreativeOne Wealth
Kansas
$8.43M +$4.3M +157,668 +110%
TWM
69
Triton Wealth Management
Arizona
$8.33M +$1.89M +69,257 +30%
SB
70
Strategic Blueprint
Georgia
$8.29M +$7.38M +270,703 +1,048%
BFG
71
Bleakley Financial Group
New Jersey
$7.96M +$4.03M +147,843 +108%
MCC
72
Money Concepts Capital
Florida
$7.95M +$3.68M +135,123 +90%
IFG
73
Independent Financial Group
California
$7.95M +$1.11M +40,571 +17%
SWP
74
Stratos Wealth Partners
Ohio
$7.89M +$3.63M +133,178 +89%
IGWM
75
ICA Group Wealth Management
Colorado
$7.84M +$1.66M +61,013 +28%

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.