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FT Vest Fund of Deep Buffer ETFs

166 hedge funds and large institutions have $938M invested in FT Vest Fund of Deep Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

77% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 43

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $827M → $938M (+$111M)

10% more funds holding

Funds holding: 151166 (+15)

4.15% more ownership

Funds ownership: 82.05%86.2% (+4.2%)

Holders
166
Holders Change
+15
Holders Change %
+9.93%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
76
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$7.15M -$141K -5,543 -2%
IAA
27
Independent Advisor Alliance
North Carolina
$7.08M +$7.05M +277,556 New
AWS
28
Atria Wealth Solutions
New York
$6.69M +$390K +15,379 +6%
WS
29
Wedbush Securities
California
$6.66M -$122K -4,799 -2%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$6.6M +$1.35M +53,051 +26%
IF
31
Integrity Financial
Wyoming
$6.55M -$161K -6,345 -2%
IWM
32
IMG Wealth Management
Florida
$6.28M +$6.25M +245,996 New
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$5.66M +$474K +18,672 +9%
WCFA
34
Walkner Condon Financial Advisors
Wisconsin
$5.52M +$37.3K +1,471 +0.7%
APWA
35
Atlas Private Wealth Advisors
New Jersey
$5.14M +$5.12M +201,562 New
ASN
36
Advisory Services Network
Georgia
$4.78M +$619K +24,364 +15%
JCM
37
Jacobi Capital Management
Pennsylvania
$4.51M +$1.28M +50,315 +40%
KAS
38
Kestra Advisory Services
Texas
$3.97M +$294K +11,594 +8%
SF
39
Synovus Financial
Georgia
$3.74M +$188K +7,404 +5%
MW
40
Maia Wealth
Colorado
$3.29M -$609 -24 -0%
AAS
41
Avantax Advisory Services
Texas
$3.23M +$50.7K +1,995 +2%
TSWM
42
Tyler-Stone Wealth Management
Ohio
$3.23M +$1.36M +53,372 +73%
IWC
43
Integrated Wealth Concepts
Massachusetts
$2.74M +$168K +6,625 +7%
AF
44
Apollon Financial
South Carolina
$2.68M
CF
45
Centaurus Financial
California
$2.58M +$125K +4,905 +5%
Raymond James Financial
46
Raymond James Financial
Florida
$2.52M +$2.51M +98,693 New
IA
47
IFG Advisory
Georgia
$2.46M +$34.9K +1,375 +1%
IWM
48
Iams Wealth Management
Nebraska
$2.45M +$565K +22,255 +30%
SPC
49
Sigma Planning Corp
Michigan
$2.43M +$1.27M +49,933 +110%
OIA
50
OneDigital Investment Advisors
Kansas
$2.28M +$205K +8,073 +10%

BUFD Hedge Fund Activity: Q4 2024 in Review

166 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q4 2024, worth a combined $938M — up 13% from $827M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BUFD positions and 12 closed out — a net gain of 18 holders — while 76 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.3M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $3.06M sold.

  • 166 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $938M of FT Vest Fund of Deep Buffer ETFs stock for Q4 2024, up 13% quarter-over-quarter.
  • 30 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q4 2024 and 12 closed out, a net change of +18 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q4 2024 was LPL Financial, an estimated $18.3M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q4 2024 was Simplicity Wealth, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2024.