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FT Vest Fund of Buffer ETFs
BUFR

324 hedge funds and large institutions have $3.76B invested in FT Vest Fund of Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 17

146% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 70

18% more capital invested

Capital invested by funds: $3.19B → $3.76B (+$572M)

13% more funds holding

Funds holding: 287 → 324 (+37)

7% more funds holding in top 10

Funds holding in top 10: 43 → 46 (+3)

2.43% less ownership

Funds ownership: 86.19% → 83.76% (-2.4%)

Holders
324
Holders Change
+37
Holders Change %
+12.89%
% of All Funds
4.68%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.66%
New
59
Increased
172
Reduced
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$132M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.9M

Top Sellers

1
AWA
Arkadios Wealth Advisors
Georgia
-$16.1M
2
CWA
Centennial Wealth Advisory
Michigan
-$8.82M
3
M1FG
Mach-1 Financial Group
Arkansas
-$7.67M
4
Jane Street
Jane Street
New York
-$6.77M
5
IGWM
ICA Group Wealth Management
Colorado
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$855M +$132M +4,665,080 +19%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$212M +$42.7M +1,512,154 +26%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$189M +$15.5M +548,286 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$156M +$41.7M +1,477,978 +38%
Osaic Holdings
5
Osaic Holdings
Arizona
$132M +$1.69M +59,781 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$105M +$32.9M +1,167,042 +47%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$93.4M +$26.9M +951,916 +42%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$78.5M +$12.3M +435,582 +19%
MML Investors Services
9
MML Investors Services
Massachusetts
$78M +$9.47M +335,618 +14%
KAS
10
Kestra Advisory Services
Texas
$52.7M +$1.78M +63,020 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$50.2M -$470K -16,641 -0.9%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$48.7M +$37.1M +1,316,587 +360%
HI
13
Harbour Investments
Wisconsin
$45.1M +$16.3M +576,501 +59%
KPWS
14
Kestra Private Wealth Services
Texas
$43.5M +$6.82M +241,603 +19%
NA
15
NewEdge Advisors
Louisiana
$40.1M +$18.9M +668,424 +93%
MAM
16
Milestone Asset Management
Pennsylvania
$40M +$5.58M +197,593 +17%
PAG
17
Private Advisor Group
New Jersey
$39.3M -$1.77M -62,769 -4%
IWM
18
IHT Wealth Management
Illinois
$38.6M +$2.83M +100,305 +8%
Truist Financial
19
Truist Financial
North Carolina
$36.7M +$8.73M +309,251 +32%
ACA
20
Aptus Capital Advisors
Alabama
$35.1M +$13.6M +481,783 +66%
AWS
21
Atria Wealth Solutions
New York
$35M +$2.7M +95,667 +9%
TWM
22
Tradition Wealth Management
Minnesota
$34.3M +$1.07M +37,926 +3%
BCM
23
Brookstone Capital Management
Illinois
$33.7M +$20.2M +717,299 +164%
GWANC
24
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.3M +$12.2M +432,831 +60%
HPC
25
Hobart Private Capital
North Carolina
$32.1M +$775K +27,455 +3%
1
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BUFR Hedge Fund Activity: Q2 2024 in Review

324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q2 2024, worth a combined $3.76B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BUFR positions and 17 closed out — a net gain of 42 holders — while 172 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $132M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $16.1M.

  • 324 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $3.76B of FT Vest Fund of Buffer ETFs stock for Q2 2024, up 18% quarter-over-quarter.
  • 59 funds opened new FT Vest Fund of Buffer ETFs positions in Q2 2024 and 17 closed out, a net change of +42 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q2 2024 was LPL Financial, an estimated $132M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2024.