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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
BBPWM
176
Blue Bell Private Wealth Management
Pennsylvania
$1.3M +$611K +22,426 +93%
IF
177
Intrua Financial
Texas
$1.29M +$1.26M +46,311 New
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M -$57.5K -2,108 -4%
MA
179
Mutual Advisors
Nebraska
$1.21M +$114K +4,200 +11%
PCA
180
Pallas Capital Advisors
Massachusetts
$1.18M -$327K -12,000 -22%
BRWA
181
B. Riley Wealth Advisors
Florida
$1.1M -$269K -9,876 -18%
LSA
182
Lion Street Advisors
Texas
$1.04M
PWP
183
Pursue Wealth Partners
California
$1.03M +$1.01M +37,000 New
SI
184
Stephens Inc
Arkansas
$1.02M -$43.2K -1,585 -4%
CCFM
185
Clear Creek Financial Management
Washington
$1.01M -$3.35K -123 -0.3%
LFG
186
Larson Financial Group
Missouri
$987K
KWA
187
Kingswood Wealth Advisors
California
$948K +$607K +22,255 +191%
BAM
188
Belpointe Asset Management
Nevada
$927K +$903K +33,137 New
PA
189
Pinnacle Associates
New York
$921K +$71.3K +2,615 +9%
PAG
190
Private Advisory Group
Washington
$921K +$9.84K +361 +1%
GRP
191
Global Retirement Partners
California
$874K +$334K +12,259 +65%
PS
192
Principal Securities
Iowa
$873K +$288K +10,571 +51%
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$864K +$842K +30,893 New
WWA
194
WCG Wealth Advisors
Nevada
$851K +$288K +10,570 +53%
IWN
195
Independent Wealth Network
Iowa
$820K +$800K +29,338 New
TA
196
TrueWealth Advisors
Alabama
$813K +$269K +9,887 +52%
CP
197
Castleview Partners
Texas
$812K +$94.3K +3,460 +14%
EA
198
Ergawealth Advisors
Illinois
$798K +$778K +28,532 New
EE
199
EWG Elevate
California
$776K +$757K +27,763 New
EWA
200
EverSource Wealth Advisors
Alabama
$770K +$760K +27,886 New

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.