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FT Vest Fund of Buffer ETFs

264 hedge funds and large institutions have $2.47B invested in FT Vest Fund of Buffer ETFs in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

123% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 52

64% more capital invested

Capital invested by funds: $1.5B → $2.47B (+$969M)

63% more funds holding in top 10

Funds holding in top 10: 2439 (+15)

26% more funds holding

Funds holding: 209264 (+55)

6.08% more ownership

Funds ownership: 79.6%85.69% (+6.1%)

Holders
264
Holders Change
+55
Holders Change %
+26.32%
% of All Funds
3.85%
Holding in Top 10
39
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+62.5%
% of All Funds
0.57%
New
80
Increased
116
Reduced
52
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$581M +$242M +9,561,038 +78%
Osaic Holdings
2
Osaic Holdings
Arizona
$108M -$4.76M -188,187 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$104M +$22.9M +905,706 +30%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$89.8M +$28.1M +1,113,046 +49%
AWM
5
AE Wealth Management
Kansas
$78.1M +$36.8M +1,455,390 +101%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$52.4M +$17.9M +709,893 +56%
MML Investors Services
7
MML Investors Services
Massachusetts
$47.1M +$12.3M +485,564 +38%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$45.7M +$3.51M +139,025 +9%
KAS
9
Kestra Advisory Services
Texas
$44.6M +$8.19M +324,139 +24%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39.6M +$9.95M +393,938 +36%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$38.3M +$16.4M +647,503 +81%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$36.1M +$548K +21,673 +2%
PAG
13
Private Advisor Group
New Jersey
$33.7M +$19.7M +780,926 +160%
CAN
14
Cetera Advisor Networks
California
$33.6M +$12.1M +479,261 +61%
TWM
15
Tradition Wealth Management
Minnesota
$32.2M +$2.1M +82,973 +7%
AWA
16
Amplius Wealth Advisors
Pennsylvania
$32M +$8.06M +318,965 +36%
IWM
17
IHT Wealth Management
Illinois
$29.6M +$21.1M +835,918 +300%
GIA
18
Gladstone Institutional Advisory
Florida
$28.2M -$582K -23,033 -2%
AWS
19
Atria Wealth Solutions
New York
$26.1M -$916K -36,231 -4%
HPC
20
Hobart Private Capital
North Carolina
$25.2M +$23.9M +947,717 New
GLA
21
Good Life Advisors
Pennsylvania
$24.4M +$1.77M +70,161 +8%
FIA
22
Foundations Investment Advisors
Arizona
$22.1M +$20.7M +818,381 New
CAM
23
Creekmur Asset Management
Illinois
$22.1M +$21M +830,960 New
PFS
24
Prospera Financial Services
Texas
$20.7M +$13.2M +523,888 +206%
HI
25
Harbour Investments
Wisconsin
$20.4M +$3.8M +150,216 +24%

BUFR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2023, worth a combined $2.47B — up 64% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BUFR positions and 24 closed out — a net gain of 56 holders — while 116 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Ascension Capital Advisors, exiting entirely with an estimated $8.62M sold.

  • 264 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $2.47B of FT Vest Fund of Buffer ETFs stock for Q4 2023, up 64% quarter-over-quarter.
  • 80 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2023 and 24 closed out, a net change of +56 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q4 2023 was LPL Financial, an estimated $242M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q4 2023 was Ascension Capital Advisors, an estimated $8.62M sold.

Based on aggregated 13F filings for Q4 2023.