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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
CG
101
Clarus Group
Texas
$5.26M -$143K -5,262 -3%
SIM
102
SSI Investment Management
California
$5.18M +$21.3K +780 +0.4%
LNC
103
Lincoln National Corp
Pennsylvania
$5.01M +$1.03M +37,729 +27%
CCG
104
Capital CS Group
California
$4.8M +$2.2M +80,769 +89%
TFGT
105
TS Financial Group (TSFG)
Illinois
$4.66M +$4.07M +149,344 +864%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$4.66M +$2.2M +80,652 +94%
FWA
107
FOCUS Wealth Advisors
Texas
$4.6M +$734K +26,927 +20%
IP
108
Ignite Planners
California
$4.56M +$2.91M +106,906 +190%
NEWAS
109
N.E.W. Advisory Services
Wisconsin
$4.42M -$4.68M -171,641 -52%
DAS
110
Dynamic Advisor Solutions
Arizona
$4.4M +$240K +8,793 +6%
VF
111
VitalStone Financial
Texas
$4.33M -$722K -26,491 -15%
OC
112
Oppenheimer & Co
New York
$4.24M -$1.37M -50,266 -25%
AAS
113
Ameritas Advisory Services
Nebraska
$4.09M +$712K +26,140 +22%
AI
114
Atria Investments
North Carolina
$4.02M -$11.9K -437 -0.3%
SWA
115
Stratos Wealth Advisors
Ohio
$3.94M +$1.47M +54,038 +62%
GEA
116
Glen Eagle Advisors
New Jersey
$3.92M +$398K +14,615 +12%
CIAS
117
Capital Investment Advisory Services
North Carolina
$3.76M +$2.58M +94,643 +238%
TRIA
118
Trail Ridge Investment Advisors
Colorado
$3.73M +$181K +6,655 +5%
AF
119
Advisornet Financial
Minnesota
$3.71M +$589K +21,629 +19%
DFA
120
Davies Financial Advisors
California
$3.58M +$3.49M +128,054 New
ACM
121
Andina Capital Management
Utah
$3.57M +$3.48M +127,639 New
RCAG
122
Rehmann Capital Advisory Group
Michigan
$3.5M +$1.6M +58,632 +88%
ECG
123
Edge Capital Group
Georgia
$3.48M +$919K +33,726 +37%
IF
124
Integrity Financial
Wyoming
$3.45M -$201K -7,365 -6%
CPRC
125
Consolidated Portfolio Review Corp
New York
$3.44M -$122K -4,494 -4%

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.