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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
JSW
101
Journey Strategic Wealth
New Jersey
$347K +$4.13K +133 +1%
CAL
102
Capital Analysts LLC
Pennsylvania
$330K +$279K +8,970 +589%
PAS
103
Park Avenue Securities
New York
$327K +$64.1K +2,063 +25%
DAS
104
Diversify Advisory Services
Utah
$322K -$25.9K -835 -7%
KWS
105
Keystone Wealth Services
California
$318K +$314K +10,112 New
GSEP
106
Golden State Equity Partners
California
$316K +$312K +10,044 New
SW
107
SteelPeak Wealth
California
$289K -$55.9K -1,800 -16%
BCM
108
Brookstone Capital Management
Illinois
$286K +$283K +9,102 New
PPP
109
Private Portfolio Partners
New Jersey
$279K
PTC
110
Private Trust Company
Ohio
$274K +$202K +6,506 +292%
SH
111
SLT Holdings
Arizona
$269K +$266K +8,556 New
DI
112
Diligent Investors
California
$250K
SFPG
113
Stonebridge Financial Planning Group
Florida
$247K +$29.5K +950 +14%
PFS
114
Prospera Financial Services
Texas
$239K +$237K +7,618 New
NG
115
Novem Group
New York
$234K +$231K +7,448 New
HWP
116
Heritage Wealth Partners
Ohio
$231K -$11.5K -370 -5%
SMC
117
Smith, Moore & Co
Missouri
$229K +$226K +7,284 New
CF
118
Claris Financial
Virginia
$227K +$225K +7,235 New
PFS
119
Prospect Financial Services
New York
$224K -$7.77K -250 -3%
IA
120
IFP Advisors
Florida
$213K
AWM
121
Accurate Wealth Management
Florida
$211K -$32.3K -1,040 -13%
GWSG
122
GPS Wealth Strategies Group
Colorado
$206K
APWA
123
Atlas Private Wealth Advisors
New Jersey
$205K +$202K +6,510 New
CFGS
124
Concourse Financial Group Securities
Alabama
$124K
JP Morgan Chase
125
JP Morgan Chase
New York
$117K +$64.6K +2,080 +128%

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.