BUFR icon

FT Vest Fund of Buffer ETFs

416 hedge funds and large institutions have $7.65B invested in FT Vest Fund of Buffer ETFs in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 208 increasing their positions, 93 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+69
Holders Change %
+19.88%
% of All Funds
5.54%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
0.77%
New
88
Increased
208
Reduced
93
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIFAIM
251
American Institute for Advanced Investment Management
Arizona
$1.07M -$12.2K -400 -1%
EFS
252
Essex Financial Services
Connecticut
$1.06M +$44.2K +1,451 +4%
PAG
253
Private Advisory Group
Washington
$1.05M -$6.31K -207 -0.6%
CCFM
254
Clear Creek Financial Management
Washington
$1.04M -$30K -986 -3%
EWA
255
EverSource Wealth Advisors
Alabama
$1.03M +$84.9K +2,785 +9%
QCIG
256
Quad-Cities Investment Group
Iowa
$1.03M +$35K +1,149 +4%
WA
257
Whipplewood Advisors
Colorado
$1.03M +$1.03M +33,751 New
BAM
258
Belpointe Asset Management
Nevada
$1M -$18.1K -613 -2%
NFG
259
Nations Financial Group
Iowa
$971K +$199K +6,528 +26%
NCFG
260
New Century Financial Group
New Jersey
$964K -$86.4K -2,819 -8%
SPW
261
Sonoma Private Wealth
California
$950K +$950K +31,172 New
SW
262
SteelPeak Wealth
California
$934K -$21.3K -700 -2%
BIM
263
Bullseye Investment Management
Ohio
$922K +$922K +30,292 New
CA
264
Claro Advisors
Massachusetts
$921K +$204K +6,703 +28%
RWM
265
Riverbend Wealth Management
South Carolina
$910K +$910K +29,869 New
AQR Capital Management
266
AQR Capital Management
Connecticut
$901K +$128K +4,198 +17%
TA
267
TrueWealth Advisors
Alabama
$897K +$11K +360 +1%
EW
268
Element Wealth
Mississippi
$886K +$306K +10,046 +53%
CCP
269
Clarity Capital Partners
California
$869K +$53.6K +1,758 +7%
IAIM
270
International Assets Investment Management
Florida
$840K +$840K +27,614 New
AWAP
271
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$828K
AA
272
Ancora Advisors
Ohio
$823K
PA
273
PFG Advisors
Arizona
$820K -$27.3K -897 -3%
LBC
274
Leigh Baldwin & Co
New York
$808K +$808K +26,511 New
Focus Partners Wealth
275
Focus Partners Wealth
Massachusetts
$801K