FT Vest Fund of Buffer ETFs
BUFR
352 hedge funds and large institutions have $4.44B invested in FT Vest Fund of Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 201 increasing their positions, 82 reducing their positions, and 16 closing their positions.
175% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 16
145% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 82
17% more capital invested
Capital invested by funds: $3.79B → $4.44B (+$646M)
8% more funds holding
Funds holding: 326 → 352 (+26)
1% less ownership
Funds ownership: 84.46% → 83.46% (-1%)
6% less funds holding in top 10
Funds holding in top 10: 47 → 44 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$130M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$39.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$27.6M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$11M |
| 2 |
BTWM
Brass Tax Wealth Management
Cincinnati,
Ohio
|
-$10.7M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$9.7M |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$7.4M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
-$7.16M |
BUFR Hedge Fund Activity: Q3 2024 in Review
352 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q3 2024, worth a combined $4.44B — up 17% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BUFR positions and 16 closed out — a net gain of 28 holders — while 201 added to existing stakes and 82 trimmed.
The largest buyer was LPL Financial, adding an estimated $130M. The largest seller was Simplicity Wealth, cutting an estimated $11M.
- 352 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q3 2024, up from 326 in Q2 2024.
- Funds reported $4.44B of FT Vest Fund of Buffer ETFs stock for Q3 2024, up 17% quarter-over-quarter.
- 44 funds opened new FT Vest Fund of Buffer ETFs positions in Q3 2024 and 16 closed out, a net change of +28 holders.
- The largest FT Vest Fund of Buffer ETFs buyer in Q3 2024 was LPL Financial, an estimated $130M added.
- The largest FT Vest Fund of Buffer ETFs seller in Q3 2024 was Simplicity Wealth, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2024.