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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
Focus Partners Wealth
276
Focus Partners Wealth
Massachusetts
$801K
AIP
277
Ameritas Investment Partners
Nebraska
$800K -$198K -6,538 -20%
SFS
278
Sowell Financial Services
Arkansas
$788K -$952K -31,397 -55%
Morgan Stanley
279
Morgan Stanley
New York
$787K +$20.7K +684 +3%
AWM
280
Axxcess Wealth Management
California
$787K +$32.9K +1,085 +4%
TC
281
Trilogy Capital
California
$754K +$60.3K +1,989 +9%
SFG
282
Synergy Financial Group
California
$737K +$79.2K +2,612 +12%
EE
283
EWG Elevate
California
$722K +$33.2K +1,095 +5%
KIM
284
Kestra Investment Management
Texas
$720K +$95.7K +3,155 +15%
HBW
285
Hazlett, Burt & Watson
West Virginia
$716K +$128K +4,227 +22%
BWP
286
Balboa Wealth Partners
Arizona
$715K +$711K +23,458 New
SEIA
287
Signature Estate & Investment Advisors
California
$709K +$174K +5,740 +33%
RWA
288
Redhawk Wealth Advisors
Minnesota
$705K +$68.6K +2,263 +11%
PPWM
289
Paragon Private Wealth Management
Kentucky
$694K +$690K +22,766 New
SFC
290
Strategic Financial Concepts
Texas
$676K +$379K +12,482 +129%
CAM
291
Cresset Asset Management
Illinois
$673K +$3.03K +100 +0.5%
JP Morgan Chase
292
JP Morgan Chase
New York
$670K +$39.4K +1,300 +6%
M1FG
293
Mach-1 Financial Group
Arkansas
$641K -$8.23M -271,352 -93%
EC
294
EdgeRock Capital
Colorado
$625K
PCIA
295
Prime Capital Investment Advisors
Kansas
$621K
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$620K -$1.42M -46,873 -70%
FWM
297
Foguth Wealth Management
Michigan
$606K +$199K +6,576 +51%
TWM
298
TCFG Wealth Management
California
$597K +$29.2K +964 +5%
PIWA
299
Prevail Innovative Wealth Advisors
Kansas
$591K +$589K +19,411 New
CPP
300
Capasso Planning Partners
South Carolina
$583K +$580K +19,136 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.