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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
MWM
76
Meridian Wealth Management
Kentucky
$8.94M +$8.72M +309,014 New
TWM
77
Triton Wealth Management
Arizona
$8.89M +$115K +4,075 +1%
CF
78
Centaurus Financial
California
$8.67M +$711K +25,190 +9%
MCC
79
Money Concepts Capital
Florida
$8.22M -$4.99K -177 -0.1%
M1FG
80
Mach-1 Financial Group
Arkansas
$7.81M -$7.67M -272,005 -50%
WEG
81
World Equity Group
Illinois
$7.6M -$211K -7,479 -3%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$7.27M +$536K +18,980 +8%
TPWA
83
Twin Peaks Wealth Advisors
California
$7.22M +$922K +32,680 +15%
DIM
84
Delta Investment Management
California
$7.16M +$1.04M +36,782 +17%
NW
85
Naviter Wealth
Arkansas
$7.1M +$362K +12,833 +6%
CA
86
CoreCap Advisors
Michigan
$7.01M +$1.42M +50,254 +26%
RWA
87
Redhawk Wealth Advisors
Minnesota
$6.98M -$2.39M -84,746 -26%
OIA
88
OneDigital Investment Advisors
Kansas
$6.88M +$402K +14,264 +6%
HSWS
89
Higgins & Schmidt Wealth Strategies
Colorado
$6.67M +$220K +7,800 +4%
CAP
90
Columbia Advisory Partners
Washington
$6.65M +$210K +7,436 +3%
FF
91
Financial Futures
New Jersey
$6.59M +$80.2K +2,843 +1%
CFG
92
Cooper Financial Group
California
$6.49M +$608K +21,549 +11%
KWM
93
Kingsview Wealth Management
Oregon
$6.35M +$199K +7,042 +3%
HWM
94
HFG Wealth Management
Texas
$6.23M -$146K -5,178 -2%
EMAM
95
Encompass More Asset Management
California
$6.18M +$513K +18,176 +9%
PWM
96
Purus Wealth Management
California
$6.08M +$85.7K +3,037 +1%
AAS
97
Ameritas Advisory Services
Nebraska
$6.01M +$1.72M +61,068 +42%
Renaissance Technologies
98
Renaissance Technologies
New York
$5.97M +$157K +5,571 +3%
ACM
99
Andina Capital Management
Utah
$5.93M +$2.18M +77,262 +61%
DAS
100
Dynamic Advisor Solutions
Arizona
$5.89M +$1.31M +46,480 +30%
2 3
4
5 6

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.