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FT Vest Fund of Buffer ETFs

35 hedge funds and large institutions have $84.7M invested in FT Vest Fund of Buffer ETFs in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

161% more capital invested

Capital invested by funds: $32.5M → $84.7M (+$52.3M)

59% more funds holding

Funds holding: 2235 (+13)

11.53% more ownership

Funds ownership: 51.24%62.77% (+12%)

Holders
35
Holders Change
+13
Holders Change %
+59.09%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
15
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16.7M +$8.34M +383,549 +104%
PFGIA
2
Patriot Financial Group Insurance Agency
Massachusetts
$9.03M +$8.89M +408,698 New
AWA
3
Arkadios Wealth Advisors
Georgia
$8.89M +$5.25M +241,110 +150%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.25M +$4.97M +228,357 +421%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.86M +$567K +26,040 +18%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.56M +$3.5M +160,967 New
OIA
7
OneDigital Investment Advisors
Kansas
$3.55M +$3.14M +144,290 +887%
KWM
8
Kingsview Wealth Management
Oregon
$3.49M +$3.42M +157,236 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.28M +$3.23M +148,251 New
CG
10
Clarus Group
Texas
$3.26M +$1.62M +74,623 +105%
T
11
TRUADVICE
Florida
$2.72M +$60.5K +2,779 +2%
AWM
12
AE Wealth Management
Kansas
$2.49M +$2.45M +112,730 New
CA
13
Cetera Advisors
Colorado
$1.93M -$250K -11,483 -12%
FIM
14
Freedom Investment Management
Connecticut
$1.91M +$1.88M +86,501 New
HI
15
Harbour Investments
Wisconsin
$1.73M +$1.7M +78,313 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.55M +$452K +20,775 +42%
ACA
17
Ascension Capital Advisors
Texas
$1.33M +$1.31M +60,389 New
CAN
18
Cetera Advisor Networks
California
$1.25M +$808K +37,117 +193%
LNC
19
Lincoln National Corp
Pennsylvania
$983K +$36K +1,656 +4%
HFP
20
Holistic Financial Partners
Indiana
$931K +$642K +29,518 +234%
ACM
21
Arlington Capital Management
Illinois
$919K -$30.9K -1,420 -3%
SWA
22
Stratos Wealth Advisors
Ohio
$917K -$646K -29,673 -42%
DAS
23
Dynamic Advisor Solutions
Arizona
$822K +$548K +25,200 +210%
OMC
24
Old Mission Capital
Illinois
$675K +$386K +17,724 +138%
EWM
25
Echo Wealth Management
Minnesota
$645K +$635K +29,177 New

BUFR Hedge Fund Activity: Q1 2021 in Review

35 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2021, worth a combined $84.7M — up 161% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BUFR positions and 1 closed out — a net gain of 14 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Patriot Financial Group Insurance Agency, opening a new position worth an estimated $8.89M. The largest seller was Private Advisory Group, cutting an estimated $2.88M.

  • 35 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2021, up from 22 in Q4 2020.
  • Funds reported $84.7M of FT Vest Fund of Buffer ETFs stock for Q1 2021, up 161% quarter-over-quarter.
  • 15 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2021 and 1 closed out, a net change of +14 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2021 was Patriot Financial Group Insurance Agency, an estimated $8.89M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2021 was Private Advisory Group, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2021.