FT Vest Fund of Buffer ETFs
BUFR
173 hedge funds and large institutions have $1,000M invested in FT Vest Fund of Buffer ETFs in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
105% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 43
51% more capital invested
Capital invested by funds: $663M → $1,000M (+$336M)
16% more funds holding
Funds holding: 149 → 173 (+24)
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
0.36% more ownership
Funds ownership: 72.21% → 72.57% (+0.36%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.56M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$116M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$22M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$19.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.6M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$5.2M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$4.97M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.04M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$3.25M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$3.24M |
BUFR Hedge Fund Activity: Q2 2023 in Review
173 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2023, worth a combined $1,000M — up 51% from $663M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BUFR positions and 6 closed out — a net gain of 26 holders — while 88 added to existing stakes and 43 trimmed.
The largest buyer was LPL Financial, adding an estimated $116M. The largest seller was Ameritas Advisory Services, cutting an estimated $5.2M.
- 173 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2023, up from 149 in Q1 2023.
- Funds reported $1,000M of FT Vest Fund of Buffer ETFs stock for Q2 2023, up 51% quarter-over-quarter.
- 32 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2023 and 6 closed out, a net change of +26 holders.
- The largest FT Vest Fund of Buffer ETFs buyer in Q2 2023 was LPL Financial, an estimated $116M added.
- The largest FT Vest Fund of Buffer ETFs seller in Q2 2023 was Ameritas Advisory Services, an estimated $5.2M sold.
Based on aggregated 13F filings for Q2 2023.