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FT Vest Fund of Nasdaq-100 Buffer ETFs

138 hedge funds and large institutions have $724M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 3

113% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 31

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more funds holding

Funds holding: 111138 (+27)

17% more capital invested

Capital invested by funds: $620M → $724M (+$103M)

0.63% more ownership

Funds ownership: 84.64%85.28% (+0.63%)

Holders
138
Holders Change
+27
Holders Change %
+24.32%
% of All Funds
1.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
33
Increased
66
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
26
FOCUS Wealth Advisors
Texas
$5.42M +$199K +6,409 +4%
PGWM
27
Pitti Group Wealth Management
New York
$4.21M +$4.16M +134,063 New
WEG
28
World Equity Group
Illinois
$3.97M -$377K -12,141 -9%
FHA
29
Flagship Harbor Advisors
Massachusetts
$3.5M +$1.2M +38,600 +53%
PAG
30
Private Advisor Group
New Jersey
$3.32M +$235K +7,549 +8%
Raymond James Financial
31
Raymond James Financial
Florida
$3.13M +$3.09M +99,590 New
TPWA
32
Twin Peaks Wealth Advisors
California
$3.1M -$18.3K -588 -0.6%
GWM
33
Geneos Wealth Management
Colorado
$2.92M +$2.89M +93,012 New
GSWM
34
Golden State Wealth Management
California
$2.89M +$2.85M +91,809 New
CAM
35
Concorde Asset Management
Michigan
$2.86M +$23.5K +757 +0.8%
IA
36
IFG Advisory
Georgia
$2.81M +$408K +13,129 +17%
AWS
37
Atria Wealth Solutions
New York
$2.81M +$289K +9,301 +12%
CCG
38
Capital CS Group
California
$2.8M -$860K -27,675 -24%
SPC
39
Sigma Planning Corp
Michigan
$2.8M +$188K +6,037 +7%
IWM
40
Iams Wealth Management
Nebraska
$2.71M +$776K +24,991 +41%
ACA
41
Aptus Capital Advisors
Alabama
$2.63M +$244K +7,838 +10%
Truist Financial
42
Truist Financial
North Carolina
$2.54M -$134K -4,325 -5%
KPWS
43
Kestra Private Wealth Services
Texas
$2.54M -$15.8K -510 -0.6%
FGG
44
Financial Guidance Group
Florida
$2.5M +$244K +7,838 +11%
TSWM
45
Tyler-Stone Wealth Management
Ohio
$2.44M +$436K +14,018 +22%
MAS
46
MPWM Advisory Solutions
Georgia
$2.39M +$2.36M +76,084 New
CFG
47
Cooper Financial Group
California
$2.03M +$1.1M +35,303 +121%
MFG
48
Midwest Financial Group
Kansas
$1.95M -$10K -323 -0.5%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$1.91M +$190K +6,103 +11%
PWP
50
Prasad Wealth Partners
Ohio
$1.89M +$1.86M +59,990 New

BUFQ Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q4 2024, worth a combined $724M — up 17% from $620M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BUFQ positions and 3 closed out — a net gain of 30 holders — while 66 added to existing stakes and 31 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $19.4M. The largest seller was Good Life Advisors, cutting an estimated $19.8M.

  • 138 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $724M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q4 2024, up 17% quarter-over-quarter.
  • 33 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q4 2024 and 3 closed out, a net change of +30 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q4 2024 was Independent Advisor Alliance, an estimated $19.4M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q4 2024 was Good Life Advisors, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2024.