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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
Renaissance Technologies
101
Renaissance Technologies
New York
$8.01M +$4.15M +136,704 +108%
CA
102
CoreCap Advisors
Michigan
$7.95M +$203K +6,706 +3%
AAS
103
Ameritas Advisory Services
Nebraska
$7.83M +$1.05M +34,615 +16%
KFGK
104
Keystone Financial Group (Kentucky)
Kentucky
$7.75M +$6.61M +217,862 +596%
BEI
105
Benjamin Edwards Inc
Missouri
$7.59M +$306K +10,081 +4%
FNWA
106
Financial Network Wealth Advisors
Utah
$7.28M -$8.53M -281,301 -54%
AFG
107
ABLE Financial Group
Arizona
$7.14M -$3.27M -107,802 -31%
FF
108
Financial Futures
New Jersey
$7.05M +$605K +19,942 +9%
OIA
109
OneDigital Investment Advisors
Kansas
$6.99M -$506K -16,693 -7%
PWM
110
PMG Wealth Management
Illinois
$6.97M +$6.94M +228,890 New
MCC
111
Money Concepts Capital
Florida
$6.95M -$9.95M -328,097 -59%
FCM
112
Family Capital Management
Michigan
$6.9M +$3.88M +128,028 +130%
RIA
113
Regal Investment Advisors
Michigan
$6.81M +$1.42M +46,871 +27%
ECG
114
Edge Capital Group
Georgia
$6.72M +$691K +22,778 +12%
HCM
115
Howard Capital Management
Georgia
$6.66M +$3.43M +112,956 +107%
GFA
116
Gallagher Fiduciary Advisors
Illinois
$6.64M +$273K +9,018 +4%
AAP
117
Arax Advisory Partners
Colorado
$6.56M +$5.44M +179,368 +499%
TSWM
118
Tyler-Stone Wealth Management
Ohio
$6.4M +$3.85M +126,846 +152%
DAS
119
Dynamic Advisor Solutions
Arizona
$6.18M -$77.9K -2,568 -1%
KWM
120
Kingsview Wealth Management
Oregon
$6.12M -$226K -7,457 -4%
HWM
121
HFG Wealth Management
Texas
$6.09M -$353K -11,636 -5%
AWM
122
AE Wealth Management
Kansas
$6.04M +$2.1M +69,159 +54%
SIM
123
SSI Investment Management
California
$5.89M +$379K +12,492 +7%
JCM
124
Jacobi Capital Management
Pennsylvania
$5.77M +$1.75M +57,565 +44%
FIM
125
Freedom Investment Management
Connecticut
$5.7M +$2.61M +85,913 +85%

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.