We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs

324 hedge funds and large institutions have $3.76B invested in FT Vest Fund of Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 17

146% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 70

18% more capital invested

Capital invested by funds: $3.19B → $3.76B (+$572M)

13% more funds holding

Funds holding: 287324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

2.43% less ownership

Funds ownership: 86.19%83.76% (-2.4%)

Holders
324
Holders Change
+37
Holders Change %
+12.89%
% of All Funds
4.68%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.66%
New
59
Increased
172
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$3.5M +$388K +13,761 +13%
CA
127
Cambridge Advisors
Nebraska
$3.49M +$40.5K +1,435 +1%
SRA
128
Secured Retirement Advisors
Minnesota
$3.46M +$28K +992 +0.8%
BCI
129
Brinker Capital Investments
Pennsylvania
$3.38M +$30.5K +1,080 +0.9%
OPS
130
Orion Portfolio Solutions
Nebraska
$3.38M +$30.5K +1,080 +0.9%
AWM
131
AE Wealth Management
Kansas
$3.3M +$507K +17,976 +19%
HGERS
132
Householder Group Estate & Retirement Specialist
Arizona
$3.3M +$799K +28,307 +33%
VF
133
VitalStone Financial
Texas
$3.21M -$1.23M -43,602 -28%
AI
134
Atria Investments
North Carolina
$3.16M -$983K -34,833 -24%
PG
135
Prostatis Group
Maryland
$3.15M +$327K +11,593 +12%
WS
136
Wedbush Securities
California
$3.07M +$463K +16,416 +18%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$3.02M +$81.1K +2,875 +3%
AC
138
AIFG Consultants
New York
$2.93M -$115K -4,069 -4%
AWA
139
Arkadios Wealth Advisors
Georgia
$2.91M -$16.1M -570,984 -85%
GEA
140
Glen Eagle Advisors
New Jersey
$2.86M -$1.17M -41,309 -29%
AWA
141
Acorn Wealth Advisors
Michigan
$2.85M +$1.01M +35,872 +57%
UWM
142
USAdvisors Wealth Management
Minnesota
$2.78M -$122K -4,318 -4%
OBWG
143
Onyx Bridge Wealth Group
New York
$2.77M -$1.33K -47 -0%
IGWM
144
ICA Group Wealth Management
Colorado
$2.77M -$5.21M -184,622 -66%
TA
145
TFB Advisors
Kansas
$2.76M +$379K +13,432 +16%
HAS
146
HBW Advisory Services
California
$2.75M +$860K +30,471 +47%
FCM
147
Family Capital Management
Michigan
$2.68M +$1.92M +67,945 +274%
SFPG
148
Stonebridge Financial Planning Group
Florida
$2.66M +$701K +24,837 +37%
TRIA
149
Trail Ridge Investment Advisors
Colorado
$2.66M -$1.17M -41,431 -31%
BRWA
150
B. Riley Wealth Advisors
Florida
$2.6M +$1.27M +44,902 +100%

BUFR Hedge Fund Activity: Q2 2024 in Review

324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2024, worth a combined $3.76B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BUFR positions and 17 closed out — a net gain of 42 holders — while 172 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $132M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $16.1M.

  • 324 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $3.76B of FT Vest Fund of Buffer ETFs stock for Q2 2024, up 18% quarter-over-quarter.
  • 59 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2024 and 17 closed out, a net change of +42 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2024 was LPL Financial, an estimated $132M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2024.