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FT Vest Fund of Buffer ETFs

432 hedge funds and large institutions have $5.42B invested in FT Vest Fund of Buffer ETFs in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 236 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 107

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

4% more funds holding

Funds holding: 417432 (+15)

1.7% less ownership

Funds ownership: 85.94%84.24% (-1.7%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

29% less capital invested

Capital invested by funds: $7.67B → $5.42B (-$2.24B)

Holders
432
Holders Change
+15
Holders Change %
+3.6%
% of All Funds
5.79%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.68%
New
46
Increased
236
Reduced
107
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.2B +$157M +5,137,595 +15%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$308M +$3.53M +115,509 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$293M +$30.1M +986,298 +11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$247M -$8.1M -265,053 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$225M +$28M +917,139 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$158M +$8.92M +291,862 +6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$147M +$14.1M +462,927 +10%
Raymond James Financial
8
Raymond James Financial
Florida
$102M +$33.6M +1,099,874 +47%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$91.2M +$5.37M +175,574 +6%
MML Investors Services
10
MML Investors Services
Massachusetts
$87.4M -$1.65M -54,105 -2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$82.9M +$10.1M +330,380 +13%
HI
12
Harbour Investments
Wisconsin
$70.8M +$5.48M +179,166 +8%
NA
13
NewEdge Advisors
Louisiana
$68.8M +$11.1M +361,917 +19%
Truist Financial
14
Truist Financial
North Carolina
$60.9M +$16.7M +545,149 +36%
KPWS
15
Kestra Private Wealth Services
Texas
$56.3M +$1.16M +37,904 +2%
KAS
16
Kestra Advisory Services
Texas
$51.6M -$4.81M -157,563 -8%
PAG
17
Private Advisor Group
New Jersey
$49.8M +$2.2M +71,940 +4%
ACA
18
Aptus Capital Advisors
Alabama
$48.8M +$1.43M +46,674 +3%
IWM
19
IHT Wealth Management
Illinois
$48.7M +$1.42M +46,603 +3%
GWANC
20
Guardian Wealth Advisors (North Carolina)
North Carolina
$46M +$1.88M +61,397 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$45.4M +$4.62M +151,279 +11%
GIA
22
Gladstone Institutional Advisory
Florida
$42.8M +$4.53M +148,167 +11%
TWM
23
Tradition Wealth Management
Minnesota
$36.9M +$400K +13,104 +1%
CAM
24
Creekmur Asset Management
Illinois
$36.5M +$729K +23,860 +2%
Mariner
25
Mariner
Kansas
$34.3M -$4.16M -136,106 -11%

BUFR Hedge Fund Activity: Q1 2025 in Review

432 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q1 2025, worth a combined $5.42B — down 29% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BUFR positions and 21 closed out — a net gain of 25 holders — while 236 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $157M. The largest seller was Independent Advisor Alliance, cutting an estimated $46.1M.

  • 432 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q1 2025, up from 417 in Q4 2024.
  • Funds reported $5.42B of FT Vest Fund of Buffer ETFs stock for Q1 2025, down 29% quarter-over-quarter.
  • 46 funds opened new FT Vest Fund of Buffer ETFs positions in Q1 2025 and 21 closed out, a net change of +25 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q1 2025 was LPL Financial, an estimated $157M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q1 2025 was Independent Advisor Alliance, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2025.