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FT Vest Fund of Buffer ETFs

110 hedge funds and large institutions have $540M invested in FT Vest Fund of Buffer ETFs in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

24% more funds holding

Funds holding: 89110 (+21)

2.41% more ownership

Funds ownership: 97%99.41% (+2.4%)

3% more capital invested

Capital invested by funds: $526M → $540M (+$14.1M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
110
Holders Change
+21
Holders Change %
+23.6%
% of All Funds
1.74%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
48
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$58M +$4.01M +171,421 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$55.4M +$13.9M +595,319 +34%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$43.6M +$12.6M +536,655 +41%
Osaic Holdings
4
Osaic Holdings
Arizona
$38.2M +$13.4M +572,376 +55%
WP
5
WealthPLAN Partners
Nebraska
$35.2M +$4.99M +213,388 +16%
WIM
6
WealthPlan Investment Management
Nebraska
$35.2M +$36.8M +1,574,143 New
AWA
7
Arkadios Wealth Advisors
Georgia
$24.3M +$8.04M +343,605 +51%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$22.1M +$7.35M +314,043 +51%
TWM
9
Tradition Wealth Management
Minnesota
$18.5M +$1.18M +50,358 +7%
AWM
10
AE Wealth Management
Kansas
$16M -$14.9M -638,223 -49%
AWS
11
Atria Wealth Solutions
New York
$14M +$13.8M +589,201 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.7M -$324K -13,832 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.4M +$2.87M +122,848 +39%
CG
14
Clarus Group
Texas
$10.3M -$391K -16,705 -4%
CAN
15
Cetera Advisor Networks
California
$7.5M +$2.56M +109,304 +53%
NP
16
NorthRock Partners
Minnesota
$7.38M +$7.27M +310,591 New
AAS
17
Ameritas Advisory Services
Nebraska
$6.68M +$1.66M +71,133 +34%
FPGK
18
Financial Partners Group (Kansas)
Kansas
$5.76M +$1.06M +45,141 +23%
CA
19
Cetera Advisors
Colorado
$5.26M -$1.85K -79 -0%
OIA
20
OneDigital Investment Advisors
Kansas
$5.12M +$572K +24,438 +13%
VCP
21
Verus Capital Partners
Arizona
$4.98M +$5.21M +222,813 New
APA
22
American Portfolios Advisors
New York
$4.97M +$1.31M +56,013 +37%
MTWM
23
Masso Torrence Wealth Management
New Jersey
$4.78M +$7.3K +312 +0.2%
KPWS
24
Kestra Private Wealth Services
Texas
$4.76M +$4.69M +200,425 New
LA
25
LexAurum Advisors
Kansas
$4.47M +$4.4M +187,970 New

BUFR Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2022, worth a combined $540M — up 2.7% from $526M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BUFR positions and 6 closed out — a net gain of 25 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $13.9M. The largest seller was Oliver Lagore Vanvalin Investment Group, cutting an estimated $124M.

  • 110 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2022, up from 89 in Q4 2021.
  • Funds reported $540M of FT Vest Fund of Buffer ETFs stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 31 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2022 and 6 closed out, a net change of +25 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2022 was Commonwealth Equity Services, an estimated $13.9M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2022 was Oliver Lagore Vanvalin Investment Group, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2022.