We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs

108 hedge funds and large institutions have $495M invested in FT Vest Fund of Buffer ETFs in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0.23% less ownership

Funds ownership: 99.41%99.18% (-0.23%)

2% less funds holding

Funds holding: 110108 (-2)

8% less capital invested

Capital invested by funds: $540M → $495M (-$45.4M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
1.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
18
Increased
58
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$39K -$12.7K -567 -24%
AIC
102
Archer Investment Corporation
Indiana
$38.2K
CAAS
103
Capital Asset Advisory Services
Michigan
$36K
PTC
104
Private Trust Company
Ohio
$25K +$26K +1,161 New
Wells Fargo
105
Wells Fargo
California
$11K
OLVIG
106
Oliver Lagore Vanvalin Investment Group
Michigan
$7K -$22K -985 -74%
SCA
107
Stonebridge Capital Advisors
Minnesota
$3K
Morgan Stanley
108
Morgan Stanley
New York
$3K +$3.58K +160 New
MCC
109
Money Concepts Capital
Florida
-$2.71M -114,230 Closed
BWM
110
BlackDiamond Wealth Management
New York
-$1.99M -83,564 Closed
C
111
CEDRUS
Colorado
-$1.67M -70,403 Closed
NWMG
112
National Wealth Management Group
Ohio
-$1.12M -46,974 Closed
Wolverine Trading
113
Wolverine Trading
Illinois
-$787K -32,853 Closed
TCM
114
Triumph Capital Management
Colorado
-$691K -29,085 Closed
HSA
115
HBK Sorce Advisory
Pennsylvania
-$615K -25,864 Closed
BAWC
116
Boyce & Associates Wealth Consulting
Texas
-$381K -16,011 Closed
TI
117
tru Independence
Oregon
-$360K -15,147 Closed
5L
118
55I LLC
Massachusetts
-$241K -10,119 Closed
PCA
119
Pallas Capital Advisors
Massachusetts
-$224K -9,621 Closed
BCM
120
Brookstone Capital Management
Illinois
-$219K -9,338 Closed
HAS
121
HBW Advisory Services
California
-$210K -8,830 Closed
OWA
122
Octavia Wealth Advisors
Ohio
-$203K -8,547 Closed
BRWM
123
B. Riley Wealth Management
Tennessee
-$202K -8,510 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
-$21K -890 Closed
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
-$4K -169 Closed

BUFR Hedge Fund Activity: Q2 2022 in Review

108 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2022, worth a combined $495M — down 8.4% from $540M a quarter earlier.

Fund positioning in BUFR was balanced in Q2 2022: 18 funds opened new positions, 18 closed out, 58 added to existing stakes and 23 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.7M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $6.37M.

  • 108 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2022, down from 110 in Q1 2022.
  • Funds reported $495M of FT Vest Fund of Buffer ETFs stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 18 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2022 and 18 closed out, a net change of 0 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2022 was Commonwealth Equity Services, an estimated $10.7M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2022 was Arkadios Wealth Advisors, an estimated $6.37M sold.

Based on aggregated 13F filings for Q2 2022.