We are live on ! Find out more
BUFR icon

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
NAS
326
NWF Advisory Services
California
$398K -$2.3M -75,803 -85%
MFF
327
Michels Family Financial
Texas
$396K +$394K +12,980 New
SAW
328
Signal Advisors Wealth
Michigan
$393K -$18.7K -615 -5%
MYIA
329
Mount Yale Investment Advisors
Colorado
$390K +$388K +12,796 New
AR
330
Apeiron RIA
Texas
$383K +$10.8K +355 +3%
MOS
331
MGO One Seven
Ohio
$375K -$168K -5,532 -31%
GSEP
332
Golden State Equity Partners
California
$374K +$372K +12,270 New
NWMG
333
Nicholson Wealth Management Group
South Carolina
$373K +$372K +12,256 New
MAS
334
MPWM Advisory Solutions
Georgia
$373K +$371K +12,243 New
ARC
335
Advisor Resource Council
Texas
$362K +$360K +11,880 New
CWM
336
Concentrum Wealth Management
California
$362K +$360K +11,872 New
MCM
337
MAI Capital Management
Ohio
$361K +$73.9K +2,437 +26%
LSL
338
Legacy Solutions LLC
Pennsylvania
$361K +$359K +11,848 New
Ameriprise
339
Ameriprise
Minnesota
$358K +$356K +11,748 New
RCA
340
Runnymede Capital Advisors
Ohio
$357K +$355K +11,702 New
OFS
341
OneAscent Financial Services
Alabama
$356K +$354K +11,683 New
ARG
342
Advisory Resource Group
Oklahoma
$353K +$351K +11,585 New
LWL
343
Leo Wealth LLC
Texas
$350K
EWM
344
Echo Wealth Management
Minnesota
$342K +$101K +3,316 +42%
SWIG
345
Strategic Wealth Investment Group
Kentucky
$341K +$339K +11,175 New
IAP
346
Indie Asset Partners
Indiana
$326K +$46.7K +1,540 +17%
SMC
347
Smith, Moore & Co
Missouri
$324K +$117K +3,858 +57%
AFM
348
Armstrong Fleming & Moore
District of Columbia
$322K
DFA
349
Davies Financial Advisors
California
$317K -$4.12K -136 -1%
CA
350
Calton & Associates
Florida
$313K +$311K +10,265 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.