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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
PFS
351
Prospect Financial Services
New York
$310K -$50.3K -1,660 -14%
WAS
352
WESPAC Advisors SoCal
California
$305K -$12.1K -400 -4%
BF
353
BOK Financial
Oklahoma
$302K -$496K -16,350 -62%
SOS
354
Silver Oak Securities
Tennessee
$293K -$1.29M -42,384 -82%
FFS
355
Founders Financial Securities
Maryland
$288K +$286K +9,447 New
SIM
356
Synergy Investment Management
Florida
$287K +$286K +9,421 New
LI
357
LVZ Inc
Michigan
$286K +$284K +9,377 New
AWM
358
Accurate Wealth Management
Florida
$275K +$36.2K +1,195 +15%
WAM
359
Worth Asset Management
Texas
$274K +$7.58K +250 +3%
PWP
360
Pursue Wealth Partners
California
$273K
CAL
361
Capital Analysts LLC
Pennsylvania
$271K +$32.4K +1,070 +14%
GSIAS
362
Garden State Investment Advisory Services
New Jersey
$270K
CRWM
363
Castle Rock Wealth Management
California
$268K
SAM
364
Secure Asset Management
Michigan
$268K +$266K +8,783 New
SWM
365
Spire Wealth Management
Virginia
$265K +$264K +8,691 New
CPIG
366
Chicago Partners Investment Group
Illinois
$257K
CIG
367
Cascade Investment Group
Colorado
$254K
CCG
368
Catalina Capital Group
California
$246K +$244K +8,059 New
RIS
369
Richmond Investment Services
Wisconsin
$236K +$235K +7,753 New
HWP
370
Heritage Wealth Partners
Ohio
$236K -$11.2K -370 -5%
WCM
371
Winebrenner Capital Management
Kentucky
$234K +$233K +7,692 New
ATPW
372
Ashton Thomas Private Wealth
Arizona
$234K -$5.19K -171 -2%
MAG
373
Mayfair Advisory Group
Alabama
$230K
PFG
374
Prosperity Financial Group
California
$228K -$44.7K -1,475 -16%
MP
375
McDonald Partners
Ohio
$213K +$212K +7,000 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.