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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
KWM
76
Kingsview Wealth Management
Oregon
$664K -$274K -8,821 -29%
Jane Street
77
Jane Street
New York
$636K -$2.91M -93,513 -82%
IP
78
Ignite Planners
California
$618K
GFG
79
Goldstone Financial Group
Illinois
$618K +$27.8K +895 +5%
KWA
80
Kingswood Wealth Advisors
California
$617K -$6.37K -205 -1%
WWA
81
WCG Wealth Advisors
Nevada
$608K +$77.7K +2,500 +15%
MWM
82
Maridea Wealth Management
New York
$596K +$590K +18,978 New
ARG
83
Advisory Resource Group
Oklahoma
$588K +$581K +18,712 New
HIS
84
Harvest Investment Services
Illinois
$583K +$356K +11,443 +161%
WS
85
Wedbush Securities
California
$563K -$24K -773 -4%
OIA
86
OneDigital Investment Advisors
Kansas
$551K +$545K +17,531 New
AA
87
Armis Advisers
Georgia
$538K +$532K +17,125 New
M1FG
88
Mach-1 Financial Group
Arkansas
$520K -$3.1M -99,663 -86%
AWA
89
Arkadios Wealth Advisors
Georgia
$516K -$354K -11,396 -41%
CSP
90
Cary Street Partners
Virginia
$516K +$510K +16,416 New
AAS
91
Avantax Advisory Services
Texas
$494K +$178K +5,725 +57%
AIP
92
Ameritas Investment Partners
Nebraska
$484K +$94.6K +3,045 +25%
Wells Fargo
93
Wells Fargo
California
$439K +$434K +13,976 New
LA
94
Lane & Associates
New Jersey
$437K +$425K +13,680 New
DFA
95
DHJJ Financial Advisors
Illinois
$415K +$259K +8,339 +171%
FIA
96
Foundations Investment Advisors
Arizona
$401K +$396K +12,762 New
Citadel Advisors
97
Citadel Advisors
Florida
$395K -$169K -5,437 -30%
GFA
98
Gallagher Fiduciary Advisors
Illinois
$387K +$11.3K +365 +3%
AI
99
Atria Investments
North Carolina
$385K +$11.3K +365 +3%
M
100
MATAURO
New York
$348K +$344K +11,083 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.