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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
EH
51
Equitable Holdings
New York
$17M +$2.29M +75,675 +16%
GVAG
52
Great Valley Advisor Group
Delaware
$16.2M -$3.03M -100,013 -16%
SWIA
53
Solano Wealth Investment Advisors
California
$15.5M +$15.4M +509,318 New
SA
54
Sanctuary Advisors
Indiana
$15.5M +$1.21M +39,882 +9%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$14.7M +$2.55M +83,936 +21%
CWA
56
Centennial Wealth Advisory
Michigan
$14.7M -$437K -14,415 -3%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$14.6M +$1.12M +36,953 +8%
SPC
58
Sigma Planning Corp
Michigan
$14.5M +$1.76M +58,026 +14%
HWP
59
Hibernia Wealth Partners
Louisiana
$14.2M -$12.5M -411,450 -47%
IFG
60
Independent Financial Group
California
$13.9M +$997K +32,860 +8%
CFG
61
Cooper Financial Group
California
$13.2M +$5.45M +179,628 +71%
AFP
62
Ausdal Financial Partners
Iowa
$13.1M +$9.83M +324,054 +305%
PIS
63
POM Investment Strategies
North Carolina
$13M +$261K +8,620 +2%
BFG
64
Bleakley Financial Group
New Jersey
$12.9M +$465K +15,344 +4%
WIM
65
WealthPlan Investment Management
Nebraska
$12.9M +$1.41M +46,510 +12%
CIA
66
Concurrent Investment Advisors
Florida
$12.6M +$1.64M +54,046 +15%
DA
67
Drake & Associates
Wisconsin
$12.5M +$668K +22,025 +6%
PA
68
PSI Advisors
Florida
$12.5M +$698K +23,031 +6%
OC
69
Oppenheimer & Co
New York
$12.1M +$2.31M +76,231 +24%
AI
70
Atria Investments
North Carolina
$12.1M +$384K +12,658 +3%
HighTower Advisors
71
HighTower Advisors
Illinois
$11.9M +$1.29M +42,456 +12%
KFI
72
Key Financial Inc
Pennsylvania
$11.8M +$467K +15,398 +4%
AAS
73
Avantax Advisory Services
Texas
$11.7M +$695K +22,905 +6%
SI
74
SimpliFi Inc
California
$11.6M -$126K -4,146 -1%
IA
75
IFG Advisory
Georgia
$11.5M +$855K +28,197 +8%

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.