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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
MFS
126
Madrona Financial Services
Washington
$2.47M -$183K -7,239 -7%
KA
127
Kovack Advisors
Florida
$2.44M +$625K +24,743 +37%
ECG
128
Edge Capital Group
Georgia
$2.41M +$2.3M +90,877 New
CCG
129
Capital CS Group
California
$2.41M +$2.3M +90,867 New
VA
130
Valmark Advisers
Ohio
$2.39M +$1.8M +71,121 +377%
EH
131
Equitable Holdings
New York
$2.36M +$989K +39,152 +79%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$2.34M -$421K -16,649 -16%
FHB
133
First Hawaiian Bank
Hawaii
$2.33M
SWA
134
Stratos Wealth Advisors
Ohio
$2.31M +$1.55M +61,463 +242%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$2.28M +$573K +22,691 +36%
NAS
136
NWF Advisory Services
California
$2.21M +$412K +16,300 +24%
SF
137
Synovus Financial
Georgia
$2.17M +$645K +25,507 +46%
WS
138
Wedbush Securities
California
$2.1M +$1.29M +51,022 +183%
SPC
139
Sigma Planning Corp
Michigan
$2.07M -$1.93M -76,551 -50%
TA
140
TFB Advisors
Kansas
$2.07M -$221K -8,727 -10%
MW
141
Maia Wealth
Colorado
$2.03M +$1.93M +76,436 New
FHA
142
Flagship Harbor Advisors
Massachusetts
$1.8M +$1.41M +55,926 +472%
ASN
143
Advisory Services Network
Georgia
$1.78M -$17.5K -694 -1%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$1.77M +$1.68M +66,521 New
SVWAG
145
Sound View Wealth Advisors Group
Georgia
$1.75M +$1.67M +66,009 New
NL
146
Navalign LLC
California
$1.75M -$779K -30,839 -32%
IA
147
IFP Advisors
Florida
$1.75M -$1.02M -40,488 -38%
HAS
148
HBW Advisory Services
California
$1.72M -$98.4K -3,893 -6%
WWM
149
Western Wealth Management
Colorado
$1.61M +$113K +4,469 +8%
FA
150
Flagstar Advisors
New York
$1.55M +$362K +14,328 +32%

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.