We are live on ! Find out more
BUFR icon

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
TA
201
TrueWealth Advisors
Alabama
$510K +$485K +19,196 New
GRP
202
Global Retirement Partners
California
$505K -$797K -31,548 -62%
EFS
203
Essex Financial Services
Connecticut
$484K +$460K +18,215 New
FA
204
FSA Advisors
Michigan
$469K +$446K +17,661 New
TFGT
205
TS Financial Group (TSFG)
Illinois
$459K +$437K +17,282 New
CCP
206
Clarity Capital Partners
California
$458K +$436K +17,245 New
AFP
207
Ausdal Financial Partners
Iowa
$438K +$32.5K +1,287 +8%
CAM
208
Cozad Asset Management
Illinois
$436K +$414K +16,398 New
HIS
209
Harvest Investment Services
Illinois
$422K +$34.3K +1,359 +9%
SFS
210
Sowell Financial Services
Arkansas
$410K +$390K +15,432 New
SWM
211
Scissortail Wealth Management
Oklahoma
$385K +$359K +14,188 New
CAM
212
Cresset Asset Management
Illinois
$364K +$10.5K +415 +3%
SAW
213
Signal Advisors Wealth
Michigan
$361K +$344K +13,599 New
WP
214
WealthSource Partners
California
$355K +$338K +13,360 New
NFG
215
Nations Financial Group
Iowa
$348K +$19.6K +775 +6%
AR
216
Apeiron RIA
Texas
$340K +$323K +12,802 New
CWM
217
Curi Wealth Management
North Carolina
$323K +$307K +12,149 New
QCIG
218
Quad-Cities Investment Group
Iowa
$317K +$9.55K +378 +3%
KWA
219
Kingswood Wealth Advisors
California
$310K +$295K +11,664 New
WAM
220
Worth Asset Management
Texas
$306K +$291K +11,510 New
SPW
221
Sonoma Private Wealth
California
$295K +$281K +11,111 New
DFA
222
DHJJ Financial Advisors
Illinois
$294K +$50.8K +2,009 +22%
FCM
223
Family Capital Management
Michigan
$286K +$31K +1,227 +13%
PWM
224
Prosperity Wealth Management
California
$258K +$245K +9,700 New
LA
225
LexAurum Advisors
Kansas
$258K -$176K -6,966 -42%

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.