FT Vest Fund of Buffer ETFs
BUFR
148 hedge funds and large institutions have $602M invested in FT Vest Fund of Buffer ETFs in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 37
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
11% more funds holding
Funds holding: 133 → 148 (+15)
2% more capital invested
Capital invested by funds: $591M → $602M (+$10.6M)
4.44% less ownership
Funds ownership: 76.44% → 72% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$9.68M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.34M |
| 3 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
+$9.12M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.88M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$15.5M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$10.1M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$9.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.94M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Goldman Sachs
New York
| – | -$1.14M | -51,484 | Closed |
|
|
PAG
152
Private Advisor Group
Morristown,
New Jersey
| – | -$443K | -19,960 | Closed |
|
|
BRWA
153
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$255K | -11,466 | Closed |
|
|
EA
154
Ergawealth Advisors
Oak Brook,
Illinois
| – | -$242K | -10,881 | Closed |
|
|
QCIG
155
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$223K | -10,063 | Closed |
|
|
AWA
156
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$206K | -9,291 | Closed |
|
|
DCM
157
Davidson Capital Management
Corpus Christi,
Texas
| – | -$40.3K | -1,814 | Closed |
|
|
RIA
158
Realta Investment Advisors
Wilmington,
Delaware
| – | -$12.7K | -570 | Closed |
|
159
AssetMark Inc
Concord,
California
| – | -$1.58K | -71 | Closed |
|
BUFR Hedge Fund Activity: Q1 2023 in Review
148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2023, worth a combined $602M — up 1.8% from $591M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BUFR positions and 11 closed out — a net gain of 16 holders — while 69 added to existing stakes and 37 trimmed.
The largest buyer was SimpliFi Inc, opening a new position worth an estimated $9.68M. The largest seller was WealthPlan Investment Management, cutting an estimated $15.5M.
- 148 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2023, up from 133 in Q4 2022.
- Funds reported $602M of FT Vest Fund of Buffer ETFs stock for Q1 2023, up 1.8% quarter-over-quarter.
- 27 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2023 and 11 closed out, a net change of +16 holders.
- The largest FT Vest Fund of Buffer ETFs buyer in Q1 2023 was SimpliFi Inc, an estimated $9.68M added.
- The largest FT Vest Fund of Buffer ETFs seller in Q1 2023 was WealthPlan Investment Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2023.