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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
SPIA
76
Steward Partners Investment Advisory
New York
$5.86M +$318K +12,575 +6%
IGWM
77
ICA Group Wealth Management
Colorado
$5.83M +$5.54M +219,402 New
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$5.78M +$1.38M +54,678 +34%
OIA
79
OneDigital Investment Advisors
Kansas
$5.66M +$701K +27,726 +15%
PWM
80
Purus Wealth Management
California
$5.56M -$143K -5,673 -3%
FF
81
Financial Futures
New Jersey
$5.41M +$5.14M +203,566 New
OC
82
Oppenheimer & Co
New York
$5.36M +$421K +16,641 +9%
PJWM
83
Philip James Wealth Mangement
Georgia
$5.27M +$5.02M +198,464 New
CG
84
Clarus Group
Texas
$5.14M -$1.63M -64,436 -25%
HWM
85
HFG Wealth Management
Texas
$4.99M +$4.75M +187,910 New
VBFP
86
Valtinson Bruner Financial Planning
Minnesota
$4.99M +$438K +17,342 +10%
CA
87
CoreCap Advisors
Michigan
$4.94M +$4.69M +185,757 New
SIM
88
SSI Investment Management
California
$4.9M +$2.17K +86 +0%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$4.86M +$1.19M +47,185 +35%
VF
90
VitalStone Financial
Texas
$4.81M -$241K -9,525 -5%
PWA
91
PCG Wealth Advisors
Kansas
$4.78M +$4.54M +179,715 New
Mariner
92
Mariner
Kansas
$4.67M +$2.94M +116,495 +197%
MCC
93
Money Concepts Capital
Florida
$3.97M -$3.25M -128,698 -46%
SWP
94
Stratos Wealth Partners
Ohio
$3.96M +$1.81M +71,601 +93%
DAS
95
Dynamic Advisor Solutions
Arizona
$3.92M +$1.08M +42,634 +40%
AI
96
Atria Investments
North Carolina
$3.84M +$1.56M +61,582 +74%
EMAM
97
Encompass More Asset Management
California
$3.83M +$3.65M +144,285 New
CW
98
CreativeOne Wealth
Kansas
$3.82M -$1.6M -63,492 -31%
LNC
99
Lincoln National Corp
Pennsylvania
$3.76M +$3.57M +141,363 New
IA
100
IFG Advisory
Georgia
$3.71M +$599K +23,717 +20%

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.