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
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$7.83M +$2.51M +92,221 +49%
CF
77
Centaurus Financial
California
$7.68M +$1.19M +43,572 +19%
WEG
78
World Equity Group
Illinois
$7.55M +$180K +6,596 +3%
SPC
79
Sigma Planning Corp
Michigan
$7.35M +$5.03M +184,698 +237%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$7.24M +$1.13M +41,470 +19%
IA
81
IFG Advisory
Georgia
$7.14M +$3.16M +115,992 +83%
Jane Street
82
Jane Street
New York
$6.77M +$5.28M +193,828 +400%
NW
83
Naviter Wealth
Arkansas
$6.51M +$6.34M +232,732 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$6.49M +$1.35M +49,390 +27%
FF
85
Financial Futures
New Jersey
$6.29M +$585K +21,474 +11%
OIA
86
OneDigital Investment Advisors
Kansas
$6.26M +$290K +10,648 +5%
HSWS
87
Higgins & Schmidt Wealth Strategies
Colorado
$6.23M +$5.1K +187 +0.1%
CAP
88
Columbia Advisory Partners
Washington
$6.23M -$502K -18,425 -8%
HWM
89
HFG Wealth Management
Texas
$6.17M +$894K +32,803 +17%
EH
90
Equitable Holdings
New York
$6.15M +$3.57M +131,081 +148%
SPIA
91
Steward Partners Investment Advisory
New York
$6.09M -$71K -2,604 -1%
TPWA
92
Twin Peaks Wealth Advisors
California
$6.06M +$2.67M +98,043 +83%
KWM
93
Kingsview Wealth Management
Oregon
$5.94M -$294K -10,785 -5%
DIM
94
Delta Investment Management
California
$5.89M +$5.74M +210,750 New
PJWM
95
Philip James Wealth Mangement
Georgia
$5.87M +$310K +11,376 +6%
PWM
96
Purus Wealth Management
California
$5.79M -$55.1K -2,021 -1%
CFG
97
Cooper Financial Group
California
$5.67M +$4.78M +175,241 +638%
Renaissance Technologies
98
Renaissance Technologies
New York
$5.62M -$872K -31,991 -14%
EMAM
99
Encompass More Asset Management
California
$5.47M +$1.4M +51,333 +36%
CA
100
CoreCap Advisors
Michigan
$5.37M +$174K +6,389 +3%

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.