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FT Vest Fund of Buffer ETFs

417 hedge funds and large institutions have $7.67B invested in FT Vest Fund of Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 209 increasing their positions, 94 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 11

122% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 94

74% more capital invested

Capital invested by funds: $4.42B → $7.67B (+$3.25B)

35% more funds holding in top 10

Funds holding in top 10: 4358 (+15)

19% more funds holding

Funds holding: 349417 (+68)

2.91% more ownership

Funds ownership: 83.03%85.94% (+2.9%)

Holders
417
Holders Change
+68
Holders Change %
+19.48%
% of All Funds
5.49%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
0.76%
New
87
Increased
209
Reduced
94
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
226
Navalign LLC
California
$1.39M -$3.09M -101,892 -69%
SCA
227
Snowden Capital Advisors
New York
$1.37M +$30.3K +1,000 +2%
LIS
228
Legacy Investment Solutions
Idaho
$1.35M +$805K +26,560 +156%
LWMI
229
Legacy Wealth Management (Idaho)
Idaho
$1.35M +$805K +26,560 +156%
Qube Research & Technologies (QRT)
230
Qube Research & Technologies (QRT)
United Kingdom
$1.33M -$538K -17,740 -29%
PAS
231
Park Avenue Securities
New York
$1.29M -$108K -3,552 -8%
IWN
232
Independent Wealth Network
Iowa
$1.28M +$245K +8,065 +24%
MWM
233
Mascagni Wealth Management
Mississippi
$1.27M +$1.3M +42,776 New
WWA
234
Wealth Watch Advisors
Colorado
$1.26M +$1.26M +41,423 New
CWM
235
Cornerstone Wealth Management
Missouri
$1.26M +$72K +2,375 +6%
NG
236
Novem Group
New York
$1.25M +$1.24M +41,021 New
CAGAS
237
Capital Advisory Group Advisory Services
Minnesota
$1.25M +$147K +4,841 +13%
HGERS
238
Householder Group Estate & Retirement Specialist
Arizona
$1.23M -$1.53M -50,322 -55%
AF
239
Apollon Financial
South Carolina
$1.22M +$60.7K +2,000 +5%
WWMSC
240
Wagner Wealth Management (South Carolina)
South Carolina
$1.22M +$199K +6,557 +20%
LSIA
241
LaSalle St. Investment Advisors
Illinois
$1.21M +$1.2M +39,723 New
LA
242
Lane & Associates
New Jersey
$1.21M +$1.18M +38,935 New
BFWM
243
Bright Futures Wealth Management
New York
$1.2M +$64.5K +2,126 +6%
CAM
244
Cozad Asset Management
Illinois
$1.2M +$201K +6,632 +20%
PWP
245
Precedent Wealth Partners
Texas
$1.19M +$199K +6,569 +20%
PWM
246
Perigon Wealth Management
California
$1.17M -$15.7K -519 -1%
FA
247
FSA Advisors
Michigan
$1.16M -$29.1K -959 -2%
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$1.16M
SPI
249
Santori & Peters Inc
Pennsylvania
$1.12M +$64.7K +2,132 +6%
LFG
250
Larson Financial Group
Missouri
$1.1M +$27.5K +907 +3%

BUFR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Buffer ETFs (BUFR) for Q4 2024, worth a combined $7.67B — up 74% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BUFR positions and 11 closed out — a net gain of 76 holders — while 209 added to existing stakes and 94 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $116M. The largest seller was Hibernia Wealth Partners, cutting an estimated $12.5M.

  • 417 institutional investors held FT Vest Fund of Buffer ETFs (BUFR) as of Q4 2024, up from 349 in Q3 2024.
  • Funds reported $7.67B of FT Vest Fund of Buffer ETFs stock for Q4 2024, up 74% quarter-over-quarter.
  • 87 funds opened new FT Vest Fund of Buffer ETFs positions in Q4 2024 and 11 closed out, a net change of +76 holders.
  • The largest FT Vest Fund of Buffer ETFs buyer in Q4 2024 was Osaic Holdings, an estimated $116M added.
  • The largest FT Vest Fund of Buffer ETFs seller in Q4 2024 was Hibernia Wealth Partners, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2024.