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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
PWM
301
Prosperity Wealth Management
California
$567K +$115K +3,786 +26%
PJWM
302
Philip James Wealth Mangement
Georgia
$565K -$4.1M -135,112 -88%
AF
303
Allworth Financial
California
$551K +$46.2K +1,524 +9%
AWP
304
Axis Wealth Partners
Rhode Island
$548K +$546K +17,995 New
SWP
305
Summit Wealth Partners
Florida
$543K -$14.8K -488 -3%
CP
306
Castleview Partners
Texas
$538K -$7.31K -241 -1%
HP
307
Holistic Planning
Texas
$498K +$182K +5,989 +58%
BTWM
308
Brass Tax Wealth Management
Ohio
$497K -$32.5K -1,073 -6%
SA
309
Sovran Advisors
California
$492K +$491K +16,189 New
LA
310
LexAurum Advisors
Kansas
$490K +$259K +8,556 +114%
BFS
311
BridgePort Financial Solutions
Iowa
$480K +$477K +15,724 New
LWM
312
Lighthouse Wealth Management
Ohio
$477K +$474K +15,642 New
LA
313
Lifeworks Advisors
Michigan
$475K +$31.7K +1,044 +7%
CG
314
Clarus Group
Texas
$472K -$56K -1,848 -11%
OL
315
Owen LaRue
Kentucky
$472K +$45.5K +1,500 +11%
BPA
316
Beacon Pointe Advisors
California
$472K +$14.5K +479 +3%
AWC
317
Adamsbrown Wealth Consultants
Kansas
$469K +$244K +8,046 +110%
AAS
318
Asset Allocation Strategies
Michigan
$456K +$446K +14,696 New
VCWM
319
Vista Cima Wealth Management
Arizona
$456K +$454K +14,968 New
JIP
320
Jaffetilchin Investment Partners
Florida
$437K -$45K -1,484 -9%
AWA
321
Arete Wealth Advisors
Illinois
$436K -$7.58K -250 -2%
FPWM
322
FSB Premier Wealth Management
Iowa
$423K +$210K +6,916 +99%
TAM
323
Tucker Asset Management
Colorado
$419K +$267K +8,818 +179%
ASN
324
Advisory Services Network
Georgia
$415K +$53.7K +1,770 +15%
PPP
325
Private Portfolio Partners
New Jersey
$413K +$92.5K +3,049 +29%

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.