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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
PI
126
PFG Investments
New York
$3.44M +$3.35M +122,884 New
CA
127
Cambridge Advisors
Nebraska
$3.33M +$103K +3,795 +3%
SRA
128
Secured Retirement Advisors
Minnesota
$3.31M +$22.4K +822 +0.7%
BCI
129
Brinker Capital Investments
Pennsylvania
$3.24M -$164K -6,004 -5%
OPS
130
Orion Portfolio Solutions
Nebraska
$3.24M -$164K -6,004 -5%
LMKC
131
L.M. Kohn & Company
Ohio
$3.13M +$1.59M +58,400 +109%
CFGS
132
Concourse Financial Group Securities
Alabama
$3M +$179K +6,581 +7%
AC
133
AIFG Consultants
New York
$2.95M -$637K -23,379 -18%
JCM
134
Jacobi Capital Management
Pennsylvania
$2.89M +$2.22M +81,472 +372%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$2.84M +$68.4K +2,511 +3%
NL
136
Navalign LLC
California
$2.81M +$947K +34,747 +53%
UWM
137
USAdvisors Wealth Management
Minnesota
$2.81M -$89.8K -3,296 -3%
RIA
138
Regal Investment Advisors
Michigan
$2.79M +$2.72M +99,790 New
SF
139
Synovus Financial
Georgia
$2.78M +$488K +17,908 +22%
OMC
140
Old Mission Capital
Illinois
$2.77M +$2.7M +99,083 New
PG
141
Prostatis Group
Maryland
$2.72M -$369K -13,551 -12%
PWA
142
PCG Wealth Advisors
Kansas
$2.71M -$2.25M -82,712 -46%
AWM
143
Apollon Wealth Management
South Carolina
$2.7M +$1.61M +59,067 +158%
AWM
144
AE Wealth Management
Kansas
$2.69M -$76.2M -2,796,653 -97%
FHA
145
Flagship Harbor Advisors
Massachusetts
$2.67M +$760K +27,884 +41%
FIM
146
Freedom Investment Management
Connecticut
$2.67M -$802K -29,425 -24%
OBWG
147
Onyx Bridge Wealth Group
New York
$2.67M -$53.6K -1,966 -2%
GAA
148
Global Assets Advisory
Florida
$2.63M +$2M +73,403 New
WS
149
Wedbush Securities
California
$2.51M +$299K +10,967 +14%
SFP
150
Sweet Financial Partners
Minnesota
$2.47M -$11.2M -410,547 -82%

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.