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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
AssetMark Inc
151
AssetMark Inc
California
$43K +$6.14K +242 +17%
CFD
152
Creative Financial Designs
Indiana
$36.6K
GWM
153
Geneos Wealth Management
Colorado
$31.5K
LFG
154
Larson Financial Group
Missouri
$31.1K
ACA
155
Aptus Capital Advisors
Alabama
$29.3K
Morgan Stanley
156
Morgan Stanley
New York
$28.8K -$559 -22 -2%
NWM
157
Nova Wealth Management
Florida
$25.1K +$24.9K +982 New
SIS
158
Sound Income Strategies
Florida
$14.9K +$14.9K +585 New
JP Morgan Chase
159
JP Morgan Chase
New York
$12.5K -$279K -10,970 -96%
US Bancorp
160
US Bancorp
Minnesota
$11.3K +$11.2K +441 New
AFG
161
Albion Financial Group
Utah
$9.14K
BBPWM
162
Blue Bell Private Wealth Management
Pennsylvania
$6K
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$3.83K -$31.4K -1,238 -89%
NS
164
NBC Securities
Alabama
$701 -$704K -27,743 -100%
SS
165
SBI Securities
Japan
$51 +$51 +2 New
SW
166
Simplicity Wealth
New Jersey
-$3.06M -122,277 Closed
HGERS
167
Householder Group Estate & Retirement Specialist
Arizona
-$1.11M -43,707 -100%
FHC
168
First Heartland Consultants
Missouri
-$998K -39,873 Closed
OMC
169
Old Mission Capital
Illinois
-$602K -24,035 Closed
Citadel Advisors
170
Citadel Advisors
Florida
-$405K -16,168 Closed
SA
171
Sanctuary Advisors
Indiana
-$302K -11,850 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$275K -10,991 Closed
RA
173
RFG Advisory
Alabama
-$273K -10,893 Closed
Creative Planning
174
Creative Planning
Kansas
-$245K -9,787 Closed
EMAM
175
Encompass More Asset Management
California
-$204K -8,146 Closed

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.