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FT Vest Fund of Buffer ETFs

287 hedge funds and large institutions have $3.19B invested in FT Vest Fund of Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 64

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

29% more capital invested

Capital invested by funds: $2.47B → $3.19B (+$713M)

10% more funds holding in top 10

Funds holding in top 10: 3943 (+4)

9% more funds holding

Funds holding: 264287 (+23)

0.5% more ownership

Funds ownership: 85.69%86.19% (+0.5%)

Holders
287
Holders Change
+23
Holders Change %
+8.71%
% of All Funds
4.13%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.62%
New
52
Increased
150
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$696M +$82.7M +3,034,557 +14%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$168M +$56.8M +2,082,727 +53%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$163M +$122M +4,476,446 +330%
Osaic Holdings
4
Osaic Holdings
Arizona
$126M +$11.7M +429,664 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$110M +$14.9M +545,886 +16%
CA
6
Cetera Advisors
Colorado
$100M +$79.5M +2,918,716 +445%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$69.2M +$26.9M +987,036 +66%
MML Investors Services
8
MML Investors Services
Massachusetts
$66M +$16M +586,193 +33%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$63.7M +$22.8M +837,121 +58%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$63.6M +$8.26M +303,155 +15%
KAS
11
Kestra Advisory Services
Texas
$49.2M +$2.23M +81,980 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$49M +$869K +31,893 +2%
CAN
13
Cetera Advisor Networks
California
$42.3M +$6.81M +249,749 +20%
PAG
14
Private Advisor Group
New Jersey
$39.8M +$4.18M +153,249 +12%
KPWS
15
Kestra Private Wealth Services
Texas
$35.3M +$18.3M +672,406 +114%
IWM
16
IHT Wealth Management
Illinois
$34.5M +$3.23M +118,663 +11%
MAM
17
Milestone Asset Management
Pennsylvania
$33.1M +$18M +659,889 +126%
TWM
18
Tradition Wealth Management
Minnesota
$32.1M -$2.15M -79,018 -6%
AWS
19
Atria Wealth Solutions
New York
$31.2M +$3.6M +132,210 +13%
HPC
20
Hobart Private Capital
North Carolina
$30.3M +$3.71M +136,098 +14%
HI
21
Harbour Investments
Wisconsin
$27.5M +$5.86M +215,196 +28%
GIA
22
Gladstone Institutional Advisory
Florida
$27.3M -$2.29M -84,177 -8%
Truist Financial
23
Truist Financial
North Carolina
$26.8M +$6.92M +254,078 +36%
GLA
24
Good Life Advisors
Pennsylvania
$25.3M -$400K -14,678 -2%
CWA
25
Centennial Wealth Advisory
Michigan
$22.9M +$2.46M +90,371 +12%

BUFR Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2024, worth a combined $3.19B — up 29% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BUFR positions and 24 closed out — a net gain of 28 holders — while 150 added to existing stakes and 64 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $122M. The largest seller was AE Wealth Management, cutting an estimated $76.2M.

  • 287 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2024, up from 264 in Q4 2023.
  • Funds reported $3.19B of FT Vest Fund of Buffer ETFs stock for Q1 2024, up 29% quarter-over-quarter.
  • 52 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2024 and 24 closed out, a net change of +28 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2024 was Cetera Investment Advisers, an estimated $122M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2024 was AE Wealth Management, an estimated $76.2M sold.

Based on aggregated 13F filings for Q1 2024.