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FT Vest Fund of Buffer ETFs

49 hedge funds and large institutions have $130M invested in FT Vest Fund of Buffer ETFs in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

54% more capital invested

Capital invested by funds: $84.7M → $130M (+$45.8M)

40% more funds holding

Funds holding: 3549 (+14)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2.61% less ownership

Funds ownership: 62.77%60.16% (-2.6%)

Holders
49
Holders Change
+14
Holders Change %
+40%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
25
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.9M +$12.4M +547,830 +73%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.6M +$5.04M +223,198 +79%
AWA
3
Arkadios Wealth Advisors
Georgia
$9.63M +$392K +17,363 +4%
CG
4
Clarus Group
Texas
$7.61M +$4.18M +185,111 +127%
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$7.08M -$2.26M -100,195 -25%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.23M +$1.81M +79,894 +54%
HI
7
Harbour Investments
Wisconsin
$4.88M +$3.04M +134,430 +172%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.55M +$534K +23,650 +14%
KWM
9
Kingsview Wealth Management
Oregon
$4.41M +$796K +35,215 +22%
TWM
10
Triton Wealth Management
Arizona
$4.26M +$4.16M +184,165 New
OIA
11
OneDigital Investment Advisors
Kansas
$4.15M +$463K +20,478 +13%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.91M +$206K +9,101 +6%
AWM
13
AE Wealth Management
Kansas
$3.83M +$1.22M +54,109 +48%
T
14
TRUADVICE
Florida
$3.37M +$589K +26,074 +22%
CAN
15
Cetera Advisor Networks
California
$3.29M +$1.97M +86,995 +154%
SPC
16
Sigma Planning Corp
Michigan
$2.62M +$2.58M +114,361 New
FIM
17
Freedom Investment Management
Connecticut
$2.15M +$167K +7,385 +9%
CA
18
Cetera Advisors
Colorado
$2.14M +$140K +6,181 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M +$445K +19,675 +28%
ACA
20
Ascension Capital Advisors
Texas
$1.35M -$31.3K -1,383 -2%
HFP
21
Holistic Financial Partners
Indiana
$1.27M +$303K +13,405 +32%
LNC
22
Lincoln National Corp
Pennsylvania
$1.1M +$80.6K +3,566 +8%
SWA
23
Stratos Wealth Advisors
Ohio
$956K +$4.72K +209 +0.5%
ACM
24
Arlington Capital Management
Illinois
$903K -$50.3K -2,224 -5%
DAS
25
Dynamic Advisor Solutions
Arizona
$833K -$19.7K -870 -2%

BUFR Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2021, worth a combined $130M — up 54% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BUFR positions and 3 closed out — a net gain of 14 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $12.4M. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $2.26M.

  • 49 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2021, up from 35 in Q1 2021.
  • Funds reported $130M of FT Vest Fund of Buffer ETFs stock for Q2 2021, up 54% quarter-over-quarter.
  • 17 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2021 and 3 closed out, a net change of +14 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2021 was Commonwealth Equity Services, an estimated $12.4M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2021 was Patriot Financial Group Insurance Agency, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2021.