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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
Mariner
26
Mariner
Kansas
$39.3M +$13.5M +445,221 +53%
BCM
27
Brookstone Capital Management
Illinois
$38.4M +$3M +98,956 +9%
TWM
28
Tradition Wealth Management
Minnesota
$37.4M +$1.47M +48,340 +4%
CAM
29
Creekmur Asset Management
Illinois
$36.7M +$1.16M +38,164 +3%
HPC
30
Hobart Private Capital
North Carolina
$35.7M +$354K +11,657 +1%
AWA
31
Amplius Wealth Advisors
Pennsylvania
$35M +$4.21M +138,970 +14%
MAM
32
Milestone Asset Management
Pennsylvania
$32.7M -$5.65M -186,451 -15%
GFG
33
Goldstone Financial Group
Illinois
$29.8M +$2.6M +85,854 +10%
CW
34
CreativeOne Wealth
Kansas
$28.1M +$13.5M +445,442 +94%
GLA
35
Good Life Advisors
Pennsylvania
$26M +$456K +15,042 +2%
FIA
36
Foundations Investment Advisors
Arizona
$24.3M +$6.27M +206,590 +35%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$24.3M +$761K +25,079 +3%
RA
38
RFG Advisory
Alabama
$23.6M +$4.19M +138,028 +22%
NP
39
NorthRock Partners
Minnesota
$23.2M +$406K +13,397 +2%
SG
40
StoneX Group
New York
$22.7M +$22.5M +743,413 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$22.6M +$2.71M +89,452 +14%
SWP
42
Stratos Wealth Partners
Ohio
$21.3M +$1.36M +44,702 +7%
CAS
43
Coppell Advisory Solutions
Texas
$21M +$2.47M +81,557 +13%
TC
44
TownSquare Capital
Utah
$20.7M +$246K +8,107 +1%
RC
45
Rovin Capital
Arizona
$19.6M +$17.5M +576,538 +868%
IP
46
Ignite Planners
California
$18.3M +$1.17M +38,483 +7%
PFS
47
Prospera Financial Services
Texas
$17.4M +$6.15M +202,654 +55%
HIW
48
Holos Integrated Wealth
Pennsylvania
$17.1M +$17.1M +562,374 New
LAM
49
Lifestyle Asset Management
Texas
$17M +$16.9M +558,871 New
WP
50
WealthPLAN Partners
Nebraska
$17M -$751K -24,772 -4%

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.