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FT Vest Fund of Buffer ETFs

61 hedge funds and large institutions have $271M invested in FT Vest Fund of Buffer ETFs in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

108% more capital invested

Capital invested by funds: $130M → $271M (+$141M)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more funds holding

Funds holding: 4961 (+12)

12.71% more ownership

Funds ownership: 60.16%72.87% (+13%)

Holders
61
Holders Change
+12
Holders Change %
+24.49%
% of All Funds
1.07%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
16
Increased
34
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$48.2M +$48.6M +2,102,058 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$33M +$3.1M +134,035 +10%
WP
3
WealthPLAN Partners
Nebraska
$26.1M +$25.4M +1,098,729 New
Osaic Holdings
4
Osaic Holdings
Arizona
$23.4M +$11.9M +514,096 +102%
AWM
5
AE Wealth Management
Kansas
$15.9M +$12.1M +525,239 +315%
MML Investors Services
6
MML Investors Services
Massachusetts
$11.3M +$11.4M +492,860 New
CG
7
Clarus Group
Texas
$10.3M +$2.72M +117,412 +35%
AWA
8
Arkadios Wealth Advisors
Georgia
$9.7M +$73.8K +3,191 +0.8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.71M +$6.7M +289,822 +323%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$7.56M +$3.03M +130,950 +66%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.47M +$1.24M +53,779 +24%
HI
12
Harbour Investments
Wisconsin
$5.33M +$456K +19,726 +9%
CA
13
Cetera Advisors
Colorado
$5M +$2.88M +124,659 +133%
SPC
14
Sigma Planning Corp
Michigan
$4.68M +$2.07M +89,567 +78%
FPGK
15
Financial Partners Group (Kansas)
Kansas
$4.41M +$4.45M +192,260 New
HighTower Advisors
16
HighTower Advisors
Illinois
$4.14M +$234K +10,131 +6%
TWM
17
Triton Wealth Management
Arizona
$4.1M -$212K -9,158 -5%
OIA
18
OneDigital Investment Advisors
Kansas
$4.07M -$81.2K -3,510 -2%
KWM
19
Kingsview Wealth Management
Oregon
$3.76M -$660K -28,533 -15%
T
20
TRUADVICE
Florida
$3.48M +$4K +173 +0.1%
CAN
21
Cetera Advisor Networks
California
$3.38M +$89.7K +3,878 +3%
OMC
22
Old Mission Capital
Illinois
$2.23M +$1.88M +81,075 +498%
FIM
23
Freedom Investment Management
Connecticut
$2.17M +$18K +778 +0.8%
KA
24
Kovack Advisors
Florida
$2.1M +$2.12M +91,537 New
LNC
25
Lincoln National Corp
Pennsylvania
$1.98M +$880K +38,059 +79%

BUFR Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q3 2021, worth a combined $271M — up 108% from $130M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BUFR positions and 4 closed out — a net gain of 12 holders — while 34 added to existing stakes and 7 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $48.6M. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $6.84M.

  • 61 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q3 2021, up from 49 in Q2 2021.
  • Funds reported $271M of FT Vest Fund of Buffer ETFs stock for Q3 2021, up 108% quarter-over-quarter.
  • 16 funds opened new FT Vest Fund of Buffer ETFs positions in Q3 2021 and 4 closed out, a net change of +12 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q3 2021 was GW Henssler & Associates, an estimated $48.6M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q3 2021 was Patriot Financial Group Insurance Agency, an estimated $6.84M sold.

Based on aggregated 13F filings for Q3 2021.