FT Vest Fund of Buffer ETFs
BUFR
172 hedge funds and large institutions have $998M invested in FT Vest Fund of Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 43 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
102% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 43
66% more capital invested
Capital invested by funds: $602M → $998M (+$396M)
16% more funds holding
Funds holding: 148 → 172 (+24)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
0.42% more ownership
Funds ownership: 72% → 72.42% (+0.42%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.56M
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$116M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$22M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$19.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.6M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.28M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$15.1K | -645 | Closed |
|
177
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.01K | -43 | Closed |
|
|
BAM
178
Belpointe Asset Management
Reno,
Nevada
| – | -$211 | -9 | Closed |
|
BUFR Hedge Fund Activity: Q2 2023 in Review
172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2023, worth a combined $998M — up 66% from $602M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BUFR positions and 6 closed out — a net gain of 26 holders — while 87 added to existing stakes and 43 trimmed.
The largest buyer was LPL Financial, adding an estimated $116M. The largest seller was Ameritas Advisory Services, cutting an estimated $5.2M.
- 172 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2023, up from 148 in Q1 2023.
- Funds reported $998M of FT Vest Fund of Buffer ETFs stock for Q2 2023, up 66% quarter-over-quarter.
- 32 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2023 and 6 closed out, a net change of +26 holders.
- The largest FT Vest Fund of Buffer ETFs buyer in Q2 2023 was LPL Financial, an estimated $116M added.
- The largest FT Vest Fund of Buffer ETFs seller in Q2 2023 was Ameritas Advisory Services, an estimated $5.2M sold.
Based on aggregated 13F filings for Q2 2023.