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FT Vest Fund of Buffer ETFs

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: 287324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$1.6M +$1.56M +55,245 New
RC
177
Rovin Capital
Arizona
$1.58M -$404K -14,323 -21%
FGG
178
Financial Guidance Group
Florida
$1.54M +$1.5M +53,280 New
WWA
179
WCG Wealth Advisors
Nevada
$1.54M +$640K +22,672 +74%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$166K +5,899 +13%
LSA
181
Lion Street Advisors
Texas
$1.45M +$306K +10,857 +28%
MFG
182
Merit Financial Group
Georgia
$1.44M -$6.88K -244 -0.5%
RFN
183
RDA Financial Network
Iowa
$1.41M +$451 +16 +0%
KWA
184
Kingswood Wealth Advisors
California
$1.4M +$407K +14,410 +42%
PS
185
Principal Securities
Iowa
$1.38M +$468K +16,596 +53%
IF
186
Intrua Financial
Texas
$1.34M +$2.71K +96 +0.2%
MA
187
Mutual Advisors
Nebraska
$1.32M +$59.7K +2,117 +5%
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$1.32M -$31K -1,100 -2%
PCA
189
Pallas Capital Advisors
Massachusetts
$1.24M +$4.74K +168 +0.4%
SCA
190
Snowden Capital Advisors
New York
$1.2M -$203K -7,177 -15%
AFP
191
Ausdal Financial Partners
Iowa
$1.19M +$678K +24,042 +141%
PAS
192
Park Avenue Securities
New York
$1.18M +$1.15M +40,856 New
TSWM
193
Tyler-Stone Wealth Management
Ohio
$1.14M +$386K +13,665 +53%
FAIM
194
Financial Advocates Investment Management
Washington
$1.12M -$225K -7,960 -17%
OFS
195
OneAscent Financial Services
Alabama
$1.09M +$1.07M +37,872 New
PWM
196
Perigon Wealth Management
California
$1.08M +$1.06M +37,503 New
GRP
197
Global Retirement Partners
California
$1.05M +$145K +5,137 +16%
DAS
198
Diversify Advisory Services
Utah
$1.05M +$1.01M +35,905 New
CCFM
199
Clear Creek Financial Management
Washington
$1.04M -$6.69K -237 -0.7%
LFG
200
Larson Financial Group
Missouri
$1.03M +$5.08K +180 +0.5%

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.