FT Vest Buffered Allocation Growth ETF
BUFG
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.
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: 83 → 84 (+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: 3 → 3 (0)
1.66% less ownership
Funds ownership: 79.34% → 77.68% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.07M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.88M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.44M |
| 4 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$1.42M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGWM
Pitti Group Wealth Management
Victor,
New York
|
-$4.06M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.75M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$2.05M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
76
REAP Financial Group
Austin,
Texas
| $58K | -$1.2K | -49 | -2% |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $57.7K | +$25.1K | +1,024 | +77% |
|
|
SS
78
Sunbelt Securities
Houston,
Texas
| $51.6K | -$15.4K | -631 | -23% |
|
|
AG
79
AmeriFlex Group
Las Vegas,
Nevada
| $43K | +$42.1K | +1,722 | New |
|
|
PP
80
PFS Partners
Mine Hill,
New Jersey
| $30.8K | – | – | – |
|
|
NA
81
NewEdge Advisors
New Orleans,
Louisiana
| $10.8K | – | – | – |
|
|
LFG
82
Larson Financial Group
St Louis,
Missouri
| $8.09K | – | – | – |
|
|
LIS
83
Legacy Investment Solutions
Meridian,
Idaho
| $3.34K | – | – | – |
|
|
LWMI
84
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $3.34K | – | – | – |
|
|
PCS
85
Personal CFO Solutions
Chester,
New Jersey
| – | -$2.05M | -85,047 | Closed |
|
|
AI
86
Atria Investments
Charlotte,
North Carolina
| – | -$1.42M | -58,885 | Closed |
|
|
PAS
87
Park Avenue Securities
New York
| – | -$322K | -13,362 | Closed |
|
88
UBS Group
Zurich,
Switzerland
| – | -$64.9K | -2,690 | Closed |
|
|
CPA
89
Clear Point Advisors
Melville,
New York
| – | -$2.41K | -100 | Closed |
|
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.