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FT Vest Fund of Buffer ETFs

89 hedge funds and large institutions have $526M invested in FT Vest Fund of Buffer ETFs in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

94% more capital invested

Capital invested by funds: $271M → $526M (+$255M)

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

46% more funds holding

Funds holding: 6189 (+28)

24.14% more ownership

Funds ownership: 72.87%97% (+24%)

Holders
89
Holders Change
+28
Holders Change %
+45.9%
% of All Funds
1.37%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
31
Increased
41
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
1
Oliver Lagore Vanvalin Investment Group
Michigan
$127M +$125M +5,281,840 New
GHA
2
GW Henssler & Associates
Georgia
$54.5M +$3.94M +166,805 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$41.6M +$7.03M +297,519 +21%
WP
4
WealthPLAN Partners
Nebraska
$32.1M +$6.19M +262,026 +24%
AWM
5
AE Wealth Management
Kansas
$31.6M +$14.7M +621,291 +90%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.1M +$24M +1,014,266 +360%
Osaic Holdings
7
Osaic Holdings
Arizona
$24.8M +$321K +13,608 +1%
TWM
8
Tradition Wealth Management
Minnesota
$17.5M +$16.6M +701,354 +2,757%
AWA
9
Arkadios Wealth Advisors
Georgia
$16.3M +$6.07M +257,064 +61%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$14.8M +$6.77M +286,754 +87%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.1M +$1.96M +83,173 +22%
CG
12
Clarus Group
Texas
$10.5M +$25.2K +1,068 +0.2%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.6M +$3.21M +135,977 +75%
HI
14
Harbour Investments
Wisconsin
$6.1M +$502K +21,243 +9%
CA
15
Cetera Advisors
Colorado
$5.32M +$73.3K +3,102 +1%
AAS
16
Ameritas Advisory Services
Nebraska
$5.05M +$4.96M +210,121 New
CAN
17
Cetera Advisor Networks
California
$4.96M +$1.39M +59,060 +40%
MTWM
18
Masso Torrence Wealth Management
New Jersey
$4.82M +$4.74M +200,699 New
FPGK
19
Financial Partners Group (Kansas)
Kansas
$4.65M +$116K +4,916 +3%
OIA
20
OneDigital Investment Advisors
Kansas
$4.59M +$316K +13,396 +8%
DP
21
Denver PWM
Colorado
$4.37M +$3.37M +142,708 +371%
KWM
22
Kingsview Wealth Management
Oregon
$4.21M +$265K +11,207 +7%
TWM
23
Triton Wealth Management
Arizona
$4.19M +$65.1K +2,758 +2%
RWA
24
Redhawk Wealth Advisors
Minnesota
$3.93M +$3.86M +163,423 New
APA
25
American Portfolios Advisors
New York
$3.68M +$1.64M +69,451 +83%

BUFR Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2021, worth a combined $526M — up 94% from $271M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BUFR positions and 3 closed out — a net gain of 28 holders — while 41 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $24M. The largest seller was MML Investors Services, cutting an estimated $11M.

  • 89 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2021, up from 61 in Q3 2021.
  • Funds reported $526M of FT Vest Fund of Buffer ETFs stock for Q4 2021, up 94% quarter-over-quarter.
  • 31 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2021 and 3 closed out, a net change of +28 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q4 2021 was Envestnet Asset Management, an estimated $24M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q4 2021 was MML Investors Services, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2021.