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FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

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: 6 → 8 (+2)

24% more funds holding

Funds holding: 111 → 138 (+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
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$19.4M
2
LPL Financial
LPL Financial
California
+$14M
3
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.25M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.05M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$19.8M
2
M1FG
Mach-1 Financial Group
Arkansas
-$3.1M
3
Jane Street
Jane Street
New York
-$2.91M
4
KAS
Kestra Advisory Services
Texas
-$2.44M
5
Mariner
Mariner
Kansas
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$223M +$14M +450,139 +7%
CAM
2
Creekmur Asset Management
Illinois
$35.7M +$1.12M +35,955 +3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$34M +$8.25M +265,595 +33%
Osaic Holdings
4
Osaic Holdings
Arizona
$32.4M +$13.8M +443,670 +75%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M +$5.05M +162,591 +19%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$27.3M +$2.27M +73,089 +9%
IAA
7
Independent Advisor Alliance
North Carolina
$19.7M +$19.4M +625,294 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.3M -$514K -16,537 -3%
GLA
9
Good Life Advisors
Pennsylvania
$18.8M -$19.8M -636,816 -52%
NA
10
NewEdge Advisors
Louisiana
$16.5M +$2.1M +67,665 +15%
CWA
11
Centennial Wealth Advisory
Michigan
$14.5M +$1.38M +44,289 +11%
MML Investors Services
12
MML Investors Services
Massachusetts
$12.8M +$2.66M +85,722 +27%
Mariner
13
Mariner
Kansas
$12.7M -$2.33M -75,059 -16%
HI
14
Harbour Investments
Wisconsin
$11.9M +$312K +10,052 +3%
CA
15
CoreCap Advisors
Michigan
$11.4M +$182K +5,865 +2%
SWP
16
Stratos Wealth Partners
Ohio
$11.1M +$1.81M +58,345 +20%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.3M +$1.61M +51,813 +19%
GIA
18
Gladstone Institutional Advisory
Florida
$9.59M -$219K -7,039 -2%
VBFP
19
Valtinson Bruner Financial Planning
Minnesota
$9.47M +$767K +24,704 +9%
EH
20
Equitable Holdings
New York
$9.33M +$1.17M +37,677 +15%
RA
21
RiverTree Advisors
Florida
$7.16M -$1.15M -37,130 -14%
EA
22
Ergawealth Advisors
Illinois
$6.95M +$1.05M +33,682 +18%
IWM
23
IMG Wealth Management
Florida
$6.56M +$6.48M +208,736 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$6.53M +$964K +31,018 +18%
PA
25
Prism Advisors
California
$6.51M +$129K +4,154 +2%
1
2 3 4 5

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.