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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
AAP
201
Arax Advisory Partners
Colorado
$1M +$980K +34,725 New
SI
202
Stephens Inc
Arkansas
$1M -$47K -1,665 -5%
BAM
203
Belpointe Asset Management
Nevada
$1M +$42.3K +1,499 +5%
PAG
204
Private Advisory Group
Washington
$979K +$26K +920 +3%
WWM
205
Western Wealth Management
Colorado
$977K +$347K +12,305 +57%
WWMSC
206
Wagner Wealth Management (South Carolina)
South Carolina
$969K -$1.06M -37,707 -53%
HWMO
207
Heritage Wealth Management (Ohio)
Ohio
$955K +$925K +32,785 New
PA
208
Pinnacle Associates
New York
$940K -$12.7K -450 -1%
CWM
209
Cornerstone Wealth Management
Missouri
$937K +$198K +7,019 +28%
SW
210
SteelPeak Wealth
California
$918K +$896K +31,750 New
EFS
211
Essex Financial Services
Connecticut
$918K +$159K +5,625 +21%
EWA
212
EverSource Wealth Advisors
Alabama
$911K +$97K +3,438 +12%
HIS
213
Harvest Investment Services
Illinois
$891K +$284K +10,057 +48%
AIFAIM
214
American Institute for Advanced Investment Management
Arizona
$881K +$601K +21,305 +232%
IWN
215
Independent Wealth Network
Iowa
$881K +$31.4K +1,113 +4%
UCFA
216
United Capital Financial Advisors
Texas
$876K +$855K +30,291 New
TA
217
TrueWealth Advisors
Alabama
$841K
CAM
218
Cozad Asset Management
Illinois
$828K +$194K +6,870 +32%
CAGAS
219
Capital Advisory Group Advisory Services
Minnesota
$826K +$248K +8,802 +45%
QCIG
220
Quad-Cities Investment Group
Iowa
$825K +$37K +1,310 +5%
EE
221
EWG Elevate
California
$803K +$451 +16 +0.1%
AWAP
222
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$786K -$7.99K -283 -1%
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$784K +$764K +27,093 New
BF
224
BOK Financial
Oklahoma
$775K
PWMAG
225
Pinnacle Wealth Management Advisory Group
New Jersey
$775K -$12.7K -450 -2%

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.