We are live on ! Find out more
BUFG icon

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.

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: 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%)

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
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$2.07M
2
LPL Financial
LPL Financial
California
+$1.88M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.44M
4
CWA
Centennial Wealth Advisory
Michigan
+$1.42M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.2M

Top Sellers

1
PGWM
Pitti Group Wealth Management
New York
-$4.06M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.37M
4
PCS
Personal CFO Solutions
New Jersey
-$2.05M
5
AI
Atria Investments
North Carolina
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$23.7M +$108K +4,420 +0.5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M +$1.44M +58,992 +8%
LPL Financial
3
LPL Financial
California
$18.4M +$1.88M +76,869 +11%
CWA
4
Centennial Wealth Advisory
Michigan
$14.3M +$1.42M +58,057 +11%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$2.75M -112,404 -19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.3M +$584K +23,851 +6%
SF
7
Synovus Financial
Georgia
$7.42M +$392K +16,035 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.42M +$1.2M +49,087 +19%
FL
9
FreeGulliver LLC
Louisiana
$6.27M +$1.17M +47,849 +23%
AssetMark Inc
10
AssetMark Inc
California
$4.73M +$319K +13,051 +7%
WEG
11
World Equity Group
Illinois
$4.47M +$237K +9,690 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.96M +$255K +10,409 +7%
IWC
13
Integrated Wealth Concepts
Massachusetts
$3.48M +$80.5K +3,290 +2%
PAG
14
Private Advisor Group
New Jersey
$3.47M +$565K +23,095 +20%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.99M +$17.6K +719 +0.6%
EA
16
Ellsworth Advisors
Ohio
$2.92M +$90.5K +3,701 +3%
LCM
17
Lunt Capital Management
Utah
$2.81M +$286K +11,673 +11%
GWM
18
Geneos Wealth Management
Colorado
$2.77M +$90.8K +3,713 +3%
AAS
19
Avantax Advisory Services
Texas
$2.73M +$2.07M +84,732 +317%
ASN
20
Advisory Services Network
Georgia
$2.66M -$553K -22,595 -17%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$2.64M +$43.1K +1,760 +2%
RC
22
Rovin Capital
Arizona
$2.07M +$333K +13,620 +19%
AAS
23
Ameritas Advisory Services
Nebraska
$1.82M +$652K +26,645 +56%
BPWM
24
Black Point Wealth Management
Florida
$1.64M +$551K +22,536 +51%
ACA
25
Aptus Capital Advisors
Alabama
$1.62M -$97.1K -3,968 -6%
1
2 3 4

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.