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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
FWA
101
FOCUS Wealth Advisors
Texas
$3.65M +$434K +17,181 +14%
BFG
102
Bleakley Financial Group
New Jersey
$3.63M +$1.9M +75,058 +122%
IF
103
Integrity Financial
Wyoming
$3.48M +$219K +8,661 +7%
AC
104
AIFG Consultants
New York
$3.42M +$531K +20,998 +19%
CPRC
105
Consolidated Portfolio Review Corp
New York
$3.38M +$357K +14,129 +12%
TRIA
106
Trail Ridge Investment Advisors
Colorado
$3.37M -$117K -4,647 -4%
GEA
107
Glen Eagle Advisors
New Jersey
$3.34M +$526K +20,813 +20%
FIM
108
Freedom Investment Management
Connecticut
$3.32M -$91.1K -3,605 -3%
BCI
109
Brinker Capital Investments
Pennsylvania
$3.24M +$3.08M +121,906 New
OPS
110
Orion Portfolio Solutions
Nebraska
$3.24M +$3.08M +121,906 New
AAS
111
Ameritas Advisory Services
Nebraska
$3.23M -$3.38M -133,734 -53%
TPWA
112
Twin Peaks Wealth Advisors
California
$3.16M +$3M +118,789 New
SRA
113
Secured Retirement Advisors
Minnesota
$3.13M +$2.97M +117,729 New
CA
114
Cambridge Advisors
Nebraska
$3.06M +$592K +23,440 +26%
BFA
115
Beacon Financial Advisory
Ohio
$3.05M +$1.78M +70,508 +160%
IWM
116
Iams Wealth Management
Nebraska
$2.99M -$698K -27,629 -20%
CAS
117
Coppell Advisory Solutions
Texas
$2.98M +$2.84M +112,272 New
AF
118
Advisornet Financial
Minnesota
$2.95M +$2.01M +79,529 +251%
PG
119
Prostatis Group
Maryland
$2.95M -$972K -38,477 -26%
PA
120
PSI Advisors
Florida
$2.8M +$89K +3,523 +3%
UWM
121
USAdvisors Wealth Management
Minnesota
$2.76M -$211K -8,347 -7%
FHC
122
First Heartland Consultants
Missouri
$2.72M -$177K -6,995 -6%
CFGS
123
Concourse Financial Group Securities
Alabama
$2.67M +$178K +7,063 +8%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$2.63M +$11.2K +443 +0.4%
OBWG
125
Onyx Bridge Wealth Group
New York
$2.6M -$115K -4,552 -4%

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.