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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
NAS
151
NWF Advisory Services
California
$2.46M +$129K +4,736 +6%
FHB
152
First Hawaiian Bank
Hawaii
$2.45M
HGERS
153
Householder Group Estate & Retirement Specialist
Arizona
$2.4M +$886K +32,501 +61%
CPBTD
154
Central Pacific Bank - Trust Division
Hawaii
$2.35M +$2.3M +84,325 New
TA
155
TFB Advisors
Kansas
$2.26M +$114K +4,196 +5%
PIA
156
Perennial Investment Advisors
California
$2.24M +$664K +24,347 +44%
FHC
157
First Heartland Consultants
Missouri
$2.21M -$630K -23,112 -23%
MFS
158
Madrona Financial Services
Washington
$2.15M -$437K -16,038 -17%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$2.11M +$769K +28,204 +60%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$2.1M -$353K -12,964 -15%
WWMSC
161
Wagner Wealth Management (South Carolina)
South Carolina
$1.99M +$1.94M +71,214 New
FA
162
Flagstar Advisors
New York
$1.96M +$314K +11,524 +20%
RC
163
Rovin Capital
Arizona
$1.93M +$1.23M +45,050 +189%
SFPG
164
Stonebridge Financial Planning Group
Florida
$1.88M +$471K +17,290 +35%
AWA
165
Acorn Wealth Advisors
Michigan
$1.75M +$654K +23,980 +62%
HAS
166
HBW Advisory Services
California
$1.72M
SOS
167
Silver Oak Securities
Tennessee
$1.67M +$162K +5,951 +11%
IWM
168
Iams Wealth Management
Nebraska
$1.61M -$1.47M -54,047 -48%
MCA
169
Magnolia Capital Advisors
Mississippi
$1.51M -$3.16K -116 -0.2%
IA
170
IFP Advisors
Florida
$1.46M -$370K -13,569 -21%
MFG
171
Merit Financial Group
Georgia
$1.4M +$438K +16,077 +47%
RFN
172
RDA Financial Network
Iowa
$1.37M -$19.6K -721 -1%
SCA
173
Snowden Capital Advisors
New York
$1.36M +$196K +7,186 +17%
FAIM
174
Financial Advocates Investment Management
Washington
$1.31M +$44.1K +1,617 +4%
PTC
175
Private Trust Company
Ohio
$1.3M +$313K +11,474 +33%

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.