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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
AWAP
201
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$768K +$60.1K +2,204 +9%
PWMAG
202
Pinnacle Wealth Management Advisory Group
New Jersey
$762K +$34.1K +1,250 +5%
FA
203
FSA Advisors
Michigan
$761K +$261K +9,559 +54%
QCIG
204
Quad-Cities Investment Group
Iowa
$761K +$417K +15,298 +128%
BF
205
BOK Financial
Oklahoma
$748K
EFS
206
Essex Financial Services
Connecticut
$739K +$224K +8,220 +45%
TSWM
207
Tyler-Stone Wealth Management
Ohio
$716K +$598K +21,955 +598%
CWM
208
Cornerstone Wealth Management
Missouri
$709K +$131K +4,799 +23%
FCM
209
Family Capital Management
Michigan
$693K +$382K +14,020 +130%
AWM
210
Axxcess Wealth Management
California
$665K +$648K +23,778 New
CAM
211
Cresset Asset Management
Illinois
$662K +$272K +9,990 +73%
CCP
212
Clarity Capital Partners
California
$637K +$151K +5,538 +32%
CAM
213
Cozad Asset Management
Illinois
$609K +$146K +5,373 +33%
WWM
214
Western Wealth Management
Colorado
$600K -$1.07M -39,106 -65%
EC
215
EdgeRock Capital
Colorado
$585K
HIS
216
Harvest Investment Services
Illinois
$580K +$133K +4,863 +31%
PCIA
217
Prime Capital Investment Advisors
Kansas
$562K +$409 +15 +0.1%
CAGAS
218
Capital Advisory Group Advisory Services
Minnesota
$553K
SWP
219
Summit Wealth Partners
Florida
$540K -$3.68K -135 -0.7%
CA
220
Claro Advisors
Massachusetts
$520K +$507K +18,586 New
NFG
221
Nations Financial Group
Iowa
$519K +$149K +5,464 +42%
Citadel Advisors
222
Citadel Advisors
Florida
$498K +$485K +17,808 New
AFP
223
Ausdal Financial Partners
Iowa
$478K +$15.9K +583 +4%
SFS
224
Sowell Financial Services
Arkansas
$437K +$5.5K +202 +1%
JIP
225
Jaffetilchin Investment Partners
Florida
$427K -$178K -6,515 -30%

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.