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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
GSWM
126
Golden State Wealth Management
California
$5.58M +$5.55M +182,974 New
PCG
127
Prosperity Consulting Group
Maryland
$5.45M +$1.09M +36,103 +25%
FWA
128
FOCUS Wealth Advisors
Texas
$5.41M +$198K +6,527 +4%
IAN
129
Integrated Advisors Network
Texas
$5.4M +$496K +16,344 +10%
CIAS
130
Capital Investment Advisory Services
North Carolina
$5.31M -$1.19M -39,402 -18%
HIS
131
Harvest Investment Services
Illinois
$5.2M +$1.34M +44,036 +35%
SPIA
132
Steward Partners Investment Advisory
New York
$5.14M +$248K +8,183 +5%
SF
133
Seros Financial
Arizona
$5M +$5.24M +172,849 New
EMAM
134
Encompass More Asset Management
California
$4.91M +$577K +19,041 +13%
BAS
135
Breakthru Advisory Services
Wisconsin
$4.9M +$4.88M +160,916 New
CCG
136
Capital CS Group
California
$4.74M +$284K +9,366 +6%
IWM
137
Iams Wealth Management
Nebraska
$4.72M +$453K +14,933 +11%
LMKC
138
L.M. Kohn & Company
Ohio
$4.58M -$1.91K -63 -0%
SF
139
Synovus Financial
Georgia
$4.53M +$4.03K +133 +0.1%
FL
140
FreeGulliver LLC
Louisiana
$4.49M +$2.82M +92,866 +171%
CFGS
141
Concourse Financial Group Securities
Alabama
$4.44M +$193K +6,356 +5%
CPRC
142
Consolidated Portfolio Review Corp
New York
$4.44M +$305K +10,056 +7%
SWA
143
Stratos Wealth Advisors
Ohio
$4.43M -$752K -24,797 -15%
BRWA
144
B. Riley Wealth Advisors
Florida
$4.41M +$1.23M +40,410 +39%
TFGT
145
TS Financial Group (TSFG)
Illinois
$4.28M -$519K -17,103 -11%
CA
146
Cambridge Advisors
Nebraska
$4.26M +$259K +8,529 +6%
ACM
147
Andina Capital Management
Utah
$4.04M -$2.16M -71,263 -35%
PWA
148
PCG Wealth Advisors
Kansas
$3.89M +$90.9K +2,999 +2%
WS
149
Wedbush Securities
California
$3.8M +$88K +2,901 +2%
PVI
150
Pine Valley Investments
New Jersey
$3.76M +$367K +12,110 +11%

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.