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FT Vest Buffered Allocation Growth ETF

84 hedge funds and large institutions have $198M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 22

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 8384 (+1)

4% more capital invested

Capital invested by funds: $191M → $198M (+$7.39M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.66% less ownership

Funds ownership: 79.34%77.68% (-1.7%)

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
43
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$581K
DFA
52
DHJJ Financial Advisors
Illinois
$550K
TWM
53
TCFG Wealth Management
California
$547K +$4.09K +167 +0.8%
Citadel Advisors
54
Citadel Advisors
Florida
$535K +$535K +21,853 New
SPC
55
Sigma Planning Corp
Michigan
$534K -$32.4K -1,324 -6%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$521K -$179K -7,325 -26%
FNWA
57
Financial Network Wealth Advisors
Utah
$426K -$454K -18,561 -52%
BCM
58
Brookstone Capital Management
Illinois
$410K +$121K +4,949 +42%
CF
59
Centaurus Financial
California
$389K +$46.6K +1,903 +14%
AWM
60
Avior Wealth Management
Nebraska
$387K -$10.5K -430 -3%
FWM
61
Foguth Wealth Management
Michigan
$348K +$23.6K +965 +7%
SAW
62
Signal Advisors Wealth
Michigan
$317K -$6.48K -265 -2%
KWM
63
KFG Wealth Management
Indiana
$302K -$13.5K -553 -4%
CW
64
CreativeOne Wealth
Kansas
$293K +$67K +2,740 +30%
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K -$59.2K -2,418 -19%
TA
66
TFB Advisors
Kansas
$249K +$249K +10,176 New
PA
67
PFG Advisors
Arizona
$247K +$14.9K +610 +6%
MFG
68
Merit Financial Group
Georgia
$240K
HAS
69
HBW Advisory Services
California
$235K -$48.9K -2,000 -17%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$230K
WS
71
Wedbush Securities
California
$202K -$12.2K -500 -6%
CFGS
72
Concourse Financial Group Securities
Alabama
$105K
AWM
73
AE Wealth Management
Kansas
$77.8K +$77.7K +3,177 New
IWM
74
IMG Wealth Management
Florida
$77.1K +$77K +3,146 New
IA
75
IFP Advisors
Florida
$60.5K

BUFG Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q4 2024, worth a combined $198M — up 3.9% from $191M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BUFG positions and 5 closed out — a net gain of 1 holder — while 43 added to existing stakes and 22 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $2.07M. The largest seller was Pitti Group Wealth Management, cutting an estimated $4.06M.

  • 84 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $198M of FT Vest Buffered Allocation Growth ETF stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 6 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q4 2024 and 5 closed out, a net change of +1 holder.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q4 2024 was Avantax Advisory Services, an estimated $2.07M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q4 2024 was Pitti Group Wealth Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2024.