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FT Vest Fund of Buffer ETFs

264 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

123% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 52

64% more capital invested

Capital invested by funds: $1.5B → $2.47B (+$969M)

63% more funds holding in top 10

Funds holding in top 10: 2439 (+15)

26% more funds holding

Funds holding: 209264 (+55)

6.08% more ownership

Funds ownership: 79.6%85.69% (+6.1%)

Holders
264
Holders Change
+55
Holders Change %
+26.32%
% of All Funds
3.85%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
116
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
176
Larson Financial Group
Missouri
$938K +$80.7K +3,195 +10%
PTC
177
Private Trust Company
Ohio
$935K +$336K +13,296 +61%
MFG
178
Merit Financial Group
Georgia
$901K +$583K +23,065 +213%
PAG
179
Private Advisory Group
Washington
$865K -$175K -6,940 -18%
PA
180
Pinnacle Associates
New York
$806K +$767K +30,335 New
ACA
181
Aptus Capital Advisors
Alabama
$738K +$681K +26,960 +3,308%
CFG
182
Cooper Financial Group
California
$729K +$74.7K +2,958 +12%
GWANC
183
Guardian Wealth Advisors (North Carolina)
North Carolina
$716K +$681K +26,960 New
BF
184
BOK Financial
Oklahoma
$712K
PWMAG
185
Pinnacle Wealth Management Advisory Group
New Jersey
$691K +$657K +26,000 New
SB
186
Strategic Blueprint
Georgia
$686K +$117K +4,643 +22%
Morgan Stanley
187
Morgan Stanley
New York
$682K +$381K +15,087 +143%
CP
188
Castleview Partners
Texas
$680K -$2.98K -118 -0.5%
AWAP
189
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$671K -$1.09M -43,321 -63%
BBPWM
190
Blue Bell Private Wealth Management
Pennsylvania
$642K +$429K +16,995 +237%
RC
191
Rovin Capital
Arizona
$633K +$32.7K +1,294 +6%
JCM
192
Jacobi Capital Management
Pennsylvania
$582K +$553K +21,888 New
JIP
193
Jaffetilchin Investment Partners
Florida
$579K +$43.4K +1,719 +9%
EC
194
EdgeRock Capital
Colorado
$569K +$529K +20,940 New
PS
195
Principal Securities
Iowa
$549K +$522K +20,652 New
CWM
196
Cornerstone Wealth Management
Missouri
$547K +$6.85K +271 +1%
PCIA
197
Prime Capital Investment Advisors
Kansas
$534K -$34.1K -1,350 -6%
WWA
198
WCG Wealth Advisors
Nevada
$528K +$502K +19,880 New
CAGAS
199
Capital Advisory Group Advisory Services
Minnesota
$525K
SWP
200
Summit Wealth Partners
Florida
$517K -$15.8K -626 -3%

BUFR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2023, worth a combined $2.47B — up 64% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BUFR positions and 24 closed out — a net gain of 56 holders — while 116 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Ascension Capital Advisors, exiting entirely with an estimated $8.62M sold.

  • 264 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $2.47B of FT Vest Fund of Buffer ETFs stock for Q4 2023, up 64% quarter-over-quarter.
  • 80 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2023 and 24 closed out, a net change of +56 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q4 2023 was LPL Financial, an estimated $242M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q4 2023 was Ascension Capital Advisors, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.