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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
HWMO
251
Heritage Wealth Management (Ohio)
Ohio
$1.07M +$66.9K +2,205 +7%
AIFAIM
252
American Institute for Advanced Investment Management
Arizona
$1.07M -$12.1K -400 -1%
EFS
253
Essex Financial Services
Connecticut
$1.06M +$44K +1,451 +4%
PAG
254
Private Advisory Group
Washington
$1.05M -$6.28K -207 -0.6%
CCFM
255
Clear Creek Financial Management
Washington
$1.04M -$29.9K -986 -3%
EWA
256
EverSource Wealth Advisors
Alabama
$1.03M +$84.5K +2,785 +9%
QCIG
257
Quad-Cities Investment Group
Iowa
$1.03M +$34.8K +1,149 +4%
WA
258
Whipplewood Advisors
Colorado
$1.03M +$1.02M +33,751 New
BAM
259
Belpointe Asset Management
Nevada
$1M -$18.6K -613 -2%
NFG
260
Nations Financial Group
Iowa
$971K +$198K +6,528 +26%
NCFG
261
New Century Financial Group
New Jersey
$964K -$85.5K -2,819 -8%
SPW
262
Sonoma Private Wealth
California
$950K +$945K +31,172 New
SW
263
SteelPeak Wealth
California
$934K -$21.2K -700 -2%
BIM
264
Bullseye Investment Management
Ohio
$922K +$919K +30,292 New
CA
265
Claro Advisors
Massachusetts
$921K +$203K +6,703 +28%
RWM
266
Riverbend Wealth Management
South Carolina
$910K +$906K +29,869 New
AQR Capital Management
267
AQR Capital Management
Connecticut
$901K +$127K +4,198 +17%
TA
268
TrueWealth Advisors
Alabama
$897K +$10.9K +360 +1%
EW
269
Element Wealth
Mississippi
$886K +$305K +10,046 +53%
CCP
270
Clarity Capital Partners
California
$869K +$53.3K +1,758 +7%
IAIM
271
International Assets Investment Management
Florida
$840K +$837K +27,614 New
AWAP
272
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$828K
AA
273
Ancora Advisors
Ohio
$823K
PA
274
PFG Advisors
Arizona
$820K -$27.2K -897 -3%
LBC
275
Leigh Baldwin & Co
New York
$808K +$804K +26,511 New

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.