FT Vest Fund of Buffer ETFs
BUFR
133 hedge funds and large institutions have $591M invested in FT Vest Fund of Buffer ETFs in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 37 reducing their positions, and 13 closing their positions.
174% more capital inflows, than outflows
Capital inflows: $120M | Capital outflows: $43.9M
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
57% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 37
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
11% more funds holding
Funds holding: 120 → 133 (+13)
24.91% less ownership
Funds ownership: 101.35% → 76.44% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
+$7.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.65M |
| 3 |
Drake & Associates
Waukesha,
Wisconsin
|
+$6.01M |
| 4 |
Tradition Wealth Management
Edina,
Minnesota
|
+$5.5M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.65M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.36M |
| 3 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.46M |
| 4 |
Kestra Private Wealth Services
Austin,
Texas
|
-$2.65M |
| 5 |
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$2.61M |
BUFR Hedge Fund Activity: Q4 2022 in Review
133 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2022, worth a combined $591M — up 20% from $491M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new BUFR positions and 13 closed out — a net gain of 15 holders — while 58 added to existing stakes and 37 trimmed.
The largest buyer was Tower Wealth Partners, opening a new position worth an estimated $7.1M. The largest seller was Envestnet Asset Management, cutting an estimated $6.65M.
- 133 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2022, up from 120 in Q3 2022.
- Funds reported $591M of FT Vest Fund of Buffer ETFs stock for Q4 2022, up 20% quarter-over-quarter.
- 28 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2022 and 13 closed out, a net change of +15 holders.
- The largest FT Vest Fund of Buffer ETFs buyer in Q4 2022 was Tower Wealth Partners, an estimated $7.1M added.
- The largest FT Vest Fund of Buffer ETFs seller in Q4 2022 was Envestnet Asset Management, an estimated $6.65M sold.
Based on aggregated 13F filings for Q4 2022.