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FT Vest Fund of Buffer ETFs
BUFR

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: 287 → 324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 43 → 46 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$132M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.9M

Top Sellers

1
AWA
Arkadios Wealth Advisors
Georgia
-$16.1M
2
CWA
Centennial Wealth Advisory
Michigan
-$8.82M
3
M1FG
Mach-1 Financial Group
Arkansas
-$7.67M
4
Jane Street
Jane Street
New York
-$6.77M
5
IGWM
ICA Group Wealth Management
Colorado
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
151
Sweet Financial Partners
Minnesota
$2.59M +$34.4K +1,220 +1%
IWM
152
Iams Wealth Management
Nebraska
$2.58M +$862K +30,542 +52%
CWAF
153
Core Wealth Advisors (Florida)
Florida
$2.57M +$2.5M +88,722 New
FIM
154
Freedom Investment Management
Connecticut
$2.54M -$222K -7,858 -8%
KA
155
Kovack Advisors
Florida
$2.53M +$2.47M +87,372 New
JCM
156
Jacobi Capital Management
Pennsylvania
$2.52M -$458K -16,221 -16%
FHB
157
First Hawaiian Bank
Hawaii
$2.48M -$57.6K -2,040 -2%
GWP
158
Gateway Wealth Partners
Wisconsin
$2.46M +$2.19M +77,450 +1,012%
CPBTD
159
Central Pacific Bank - Trust Division
Hawaii
$2.41M -$31.5K -1,115 -1%
NAS
160
NWF Advisory Services
California
$2.38M -$156K -5,536 -6%
PIA
161
Perennial Investment Advisors
California
$2.37M +$53.4K +1,893 +2%
MFS
162
Madrona Financial Services
Washington
$2.35M +$124K +4,391 +6%
MW
163
Maia Wealth
Colorado
$2.28M +$2.2M +77,989 New
FA
164
Flagstar Advisors
New York
$2.15M +$121K +4,294 +6%
Citadel Advisors
165
Citadel Advisors
Florida
$2.04M +$1.49M +52,870 +297%
KMWM
166
Keudell/Morrison Wealth Management
Oregon
$2.04M +$1.99M +70,654 New
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$1.99M -$186K -6,577 -9%
PVI
168
Pine Valley Investments
New Jersey
$1.96M +$1.91M +67,777 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$1.92M -$246K -8,720 -12%
VL
170
Vima LLC
Michigan
$1.77M +$1.73M +61,166 New
IA
171
IFP Advisors
Florida
$1.77M +$249K +8,833 +17%
BEI
172
Benjamin Edwards Inc
Missouri
$1.74M +$1.52M +53,770 +833%
MCA
173
Magnolia Capital Advisors
Mississippi
$1.65M +$52.4K +1,858 +3%
SOS
174
Silver Oak Securities
Tennessee
$1.65M -$82K -2,906 -5%
PTC
175
Private Trust Company
Ohio
$1.61M +$258K +9,150 +20%
5 6
7
8 9

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.