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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
KWM
51
Kingsview Wealth Management
Oregon
$2M +$20.4K +802 +1%
TWM
52
Tradition Wealth Management
Minnesota
$1.91M +$25.5K +1,003 +1%
AWM
53
AE Wealth Management
Kansas
$1.89M -$705K -27,767 -27%
GIA
54
Gladstone Institutional Advisory
Florida
$1.85M +$116K +4,550 +7%
EH
55
Equitable Holdings
New York
$1.81M +$648K +25,537 +56%
PWP
56
Precedent Wealth Partners
Texas
$1.77M +$793K +31,230 +82%
LIS
57
Legacy Investment Solutions
Idaho
$1.75M +$888K +34,965 +108%
LWMI
58
Legacy Wealth Management (Idaho)
Idaho
$1.75M +$888K +34,965 +108%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.69M +$1.22M +48,070 +267%
FIA
60
Foundations Investment Advisors
Arizona
$1.64M +$73.3K +2,887 +5%
WWA
61
Wealth Watch Advisors
Colorado
$1.57M +$1.56M +61,446 New
GWSG
62
GPS Wealth Strategies Group
Colorado
$1.54M +$131K +5,179 +9%
EA
63
Ergawealth Advisors
Illinois
$1.54M +$17.1K +675 +1%
SH
64
SLT Holdings
Arizona
$1.43M +$1.42M +55,934 New
AWA
65
Arkadios Wealth Advisors
Georgia
$1.38M +$262K +10,325 +24%
TA
66
TFB Advisors
Kansas
$1.36M +$226K +8,905 +20%
CA
67
CoreCap Advisors
Michigan
$1.19M -$49.3K -1,942 -4%
FCM
68
Family Capital Management
Michigan
$1.15M +$204K +8,024 +22%
PS
69
Principal Securities
Iowa
$1.12M +$265K +10,435 +31%
IFG
70
Independent Financial Group
California
$1.1M -$397K -15,643 -27%
SB
71
Strategic Blueprint
Georgia
$996K -$399K -15,730 -29%
FSG
72
Financial Strategies Group
Michigan
$995K -$2.08K -82 -0.2%
WA
73
Whipplewood Advisors
Colorado
$986K +$981K +38,651 New
DFA
74
Davies Financial Advisors
California
$913K -$118K -4,639 -11%
BCI
75
Brinker Capital Investments
Pennsylvania
$902K +$171K +6,744 +24%

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.