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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
OPS
76
Orion Portfolio Solutions
Nebraska
$902K +$171K +6,744 +24%
BRWA
77
B. Riley Wealth Advisors
Florida
$890K +$321K +12,634 +57%
CA
78
Claro Advisors
Massachusetts
$873K +$162K +6,385 +23%
Jane Street
79
Jane Street
New York
$856K +$632K +24,887 +287%
MWM
80
Maridea Wealth Management
New York
$836K +$831K +32,743 New
Legacy Financial Group (Iowa)
81
Legacy Financial Group (Iowa)
Iowa
$825K -$358K -14,088 -30%
FPWM
82
Five Pine Wealth Management
Idaho
$792K +$788K +31,052 New
GSWM
83
Golden State Wealth Management
California
$776K +$772K +30,417 New
LI
84
LifeWealth Investments
Florida
$769K +$765K +30,130 New
SFS
85
Sowell Financial Services
Arkansas
$741K +$737K +29,044 New
LMKC
86
L.M. Kohn & Company
Ohio
$740K -$120K -4,710 -14%
CP
87
Castleview Partners
Texas
$738K -$45.6K -1,795 -6%
CAL
88
Capital Analysts LLC
Pennsylvania
$706K +$24.9K +982 +4%
EC
89
EdgeRock Capital
Colorado
$702K
AIFAIM
90
American Institute for Advanced Investment Management
Arizona
$682K +$104K +4,115 +18%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$679K +$676K +26,626 New
LSA
92
Lion Street Advisors
Texas
$670K
AWM
93
Apollon Wealth Management
South Carolina
$668K -$63.9K -2,517 -9%
DAS
94
Dynamic Advisor Solutions
Arizona
$658K -$1.96K -77 -0.3%
FA
95
FSA Advisors
Michigan
$653K -$103K -4,061 -14%
MAG
96
Mayfair Advisory Group
Alabama
$653K +$72.6K +2,859 +13%
IA
97
IFP Advisors
Florida
$648K -$13.6K -535 -2%
KPWS
98
Kestra Private Wealth Services
Texas
$646K +$205K +8,093 +47%
HIS
99
Harvest Investment Services
Illinois
$625K +$373K +14,707 +150%
CFG
100
Cooper Financial Group
California
$598K

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.