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FT Vest Fund of Buffer ETFs
BUFR

324 hedge funds and large institutions have $3.76B invested in FT Vest Fund of Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 17

146% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 70

18% more capital invested

Capital invested by funds: $3.19B → $3.76B (+$572M)

13% more funds holding

Funds holding: 287 → 324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 43 → 46 (+3)

2.43% less ownership

Funds ownership: 86.19% → 83.76% (-2.4%)

Holders
324
Holders Change
+37
Holders Change %
+12.89%
% of All Funds
4.68%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.66%
New
59
Increased
172
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$132M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.9M

Top Sellers

1
AWA
Arkadios Wealth Advisors
Georgia
-$16.1M
2
CWA
Centennial Wealth Advisory
Michigan
-$8.82M
3
M1FG
Mach-1 Financial Group
Arkansas
-$7.67M
4
Jane Street
Jane Street
New York
-$6.77M
5
IGWM
ICA Group Wealth Management
Colorado
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
51
Solitude Financial Services
Virginia
$11.7M +$488K +17,281 +4%
PA
52
PSI Advisors
Florida
$11.4M +$390K +13,830 +4%
IP
53
Ignite Planners
California
$11.2M +$6.28M +222,530 +136%
SI
54
SimpliFi Inc
California
$11.2M -$101K -3,575 -0.9%
PGWM
55
Pitti Group Wealth Management
New York
$11M -$1.81K -64 -0%
TWP
56
Tower Wealth Partners
Pennsylvania
$10.7M +$256K +9,075 +3%
DA
57
Drake & Associates
Wisconsin
$10.7M +$162K +5,757 +2%
KFI
58
Key Financial Inc
Pennsylvania
$10.6M +$1.61M +57,066 +18%
CIA
59
Concurrent Investment Advisors
Florida
$10.4M +$583K +20,662 +6%
WIM
60
WealthPlan Investment Management
Nebraska
$10.4M -$199K -7,057 -2%
BFG
61
Bleakley Financial Group
New Jersey
$10.4M +$2.07M +73,348 +26%
FHA
62
First Horizon Advisors
Tennessee
$10.2M -$286K -10,148 -3%
EH
63
Equitable Holdings
New York
$9.63M +$3.19M +113,143 +51%
RA
64
RiverTree Advisors
Florida
$9.5M -$282K -10,011 -3%
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$9.48M +$1.35M +47,771 +17%
CB
66
Chris Bulman
California
$9.45M +$9.22M +326,834 New
AFG
67
ABLE Financial Group
Arizona
$9.42M +$680K +24,107 +8%
IA
68
IFG Advisory
Georgia
$9.34M +$1.9M +67,451 +26%
CW
69
CreativeOne Wealth
Kansas
$9.29M +$554K +19,624 +7%
SW
70
Schulz Wealth
Texas
$9.21M -$85.5K -3,029 -0.9%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$9.13M +$1.6M +56,704 +22%
SPC
72
Sigma Planning Corp
Michigan
$9.11M +$1.47M +52,178 +20%
SB
73
Strategic Blueprint
Georgia
$9.11M +$519K +18,398 +6%
SA
74
Sanctuary Advisors
Indiana
$9.1M +$9.24M +327,421 New
IFG
75
Independent Financial Group
California
$9.08M +$839K +29,734 +10%
1 2
3
4 5

BUFR Hedge Fund Activity: Q2 2024 in Review

324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2024, worth a combined $3.76B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BUFR positions and 17 closed out — a net gain of 42 holders — while 172 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $132M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $16.1M.

  • 324 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $3.76B of FT Vest Fund of Buffer ETFs stock for Q2 2024, up 18% quarter-over-quarter.
  • 59 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2024 and 17 closed out, a net change of +42 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2024 was LPL Financial, an estimated $132M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2024.