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FT Vest Fund of Buffer ETFs

110 hedge funds and large institutions have $540M invested in FT Vest Fund of Buffer ETFs in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

24% more funds holding

Funds holding: 89110 (+21)

2.41% more ownership

Funds ownership: 97%99.41% (+2.4%)

3% more capital invested

Capital invested by funds: $526M → $540M (+$14.1M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
110
Holders Change
+21
Holders Change %
+23.6%
% of All Funds
1.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
48
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
76
Trail Ridge Investment Advisors
Colorado
$394K +$388K +16,562 New
BAWC
77
Boyce & Associates Wealth Consulting
Texas
$381K +$375K +16,011 New
TI
78
tru Independence
Oregon
$360K +$354K +15,147 New
SFP
79
Sweet Financial Partners
Minnesota
$359K +$354K +15,122 New
CA
80
Claro Advisors
Massachusetts
$344K
CA
81
Cambridge Advisors
Nebraska
$332K +$87.6K +3,745 +37%
IWC
82
Integrated Wealth Concepts
Massachusetts
$291K +$287K +12,251 New
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$8.07K -345 -3%
FAIM
84
Financial Advocates Investment Management
Washington
$265K +$32.8K +1,400 +14%
AWA
85
Acorn Wealth Advisors
Michigan
$263K +$259K +11,056 New
5L
86
55I LLC
Massachusetts
$241K +$237K +10,119 New
CRWM
87
Castle Rock Wealth Management
California
$225K
PCA
88
Pallas Capital Advisors
Massachusetts
$224K -$376K -16,054 -63%
BCM
89
Brookstone Capital Management
Illinois
$219K -$24.9K -1,064 -10%
AAS
90
Avantax Advisory Services
Texas
$214K +$210K +8,984 New
DFA
91
DHJJ Financial Advisors
Illinois
$212K +$209K +8,910 New
HAS
92
HBW Advisory Services
California
$210K +$207K +8,830 New
OWA
93
Octavia Wealth Advisors
Ohio
$203K +$200K +8,547 New
BRWM
94
B. Riley Wealth Management
Tennessee
$202K -$18.7K -800 -9%
CAL
95
Capital Analysts LLC
Pennsylvania
$148K +$67.3K +2,876 +86%
PFS
96
Prospera Financial Services
Texas
$147K +$145K +6,200 New
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$140K +$5.22K +223 +4%
CFGS
98
Concourse Financial Group Securities
Alabama
$116K -$229K -9,769 -67%
AIP
99
Ameritas Investment Partners
Nebraska
$108K -$7.61K -325 -7%
SAM
100
Strategic Asset Management
Minnesota
$75K

BUFR Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2022, worth a combined $540M — up 2.7% from $526M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BUFR positions and 6 closed out — a net gain of 25 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $13.9M. The largest seller was Oliver Lagore Vanvalin Investment Group, cutting an estimated $124M.

  • 110 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2022, up from 89 in Q4 2021.
  • Funds reported $540M of FT Vest Fund of Buffer ETFs stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 31 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2022 and 6 closed out, a net change of +25 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2022 was Commonwealth Equity Services, an estimated $13.9M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2022 was Oliver Lagore Vanvalin Investment Group, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2022.