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FT Vest Fund of Deep Buffer ETFs
BUFD

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: 6 → 8 (+2)

13% more capital invested

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

10% more funds holding

Funds holding: 151 → 166 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$15.1M
3
IAA
Independent Advisor Alliance
North Carolina
+$7.05M
4
APWA
Atlas Private Wealth Advisors
New Jersey
+$5.12M
5
CAS
Coppell Advisory Solutions
Texas
+$3.88M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$3.06M
2
GHA
GW Henssler & Associates
Georgia
-$1.14M
3
HGERS
Householder Group Estate & Retirement Specialist
Arizona
-$1.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.09M
5
CWA
Centennial Wealth Advisory
Michigan
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
176
Jaffetilchin Investment Partners
Florida
– -$21.8K -871 Closed
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
– -$12.4K -494 Closed
CPA
178
Clear Point Advisors
New York
– -$2.5K -100 Closed
4 5 6 7
8

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.