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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
FPWM
151
Five Pine Wealth Management
Idaho
$3.75M +$3.73M +123,015 New
AWA
152
Acorn Wealth Advisors
Michigan
$3.75M -$370K -12,192 -9%
AWA
153
Arkadios Wealth Advisors
Georgia
$3.74M -$188K -6,188 -5%
AA
154
Armis Advisers
Georgia
$3.71M +$3.69M +121,716 New
GWM
155
Geneos Wealth Management
Colorado
$3.7M +$281K +9,260 +8%
SRA
156
Secured Retirement Advisors
Minnesota
$3.65M -$37.8K -1,245 -1%
PG
157
Prostatis Group
Maryland
$3.6M -$55.7K -1,836 -2%
CWAF
158
Core Wealth Advisors (Florida)
Florida
$3.6M +$527K +17,368 +17%
IF
159
Integrity Financial
Wyoming
$3.55M -$116K -3,816 -3%
NWMP
160
Noble Wealth Management PBC
Colorado
$3.46M +$3.44M +113,408 New
Jane Street
161
Jane Street
New York
$3.35M +$2.11M +69,649 +173%
IW
162
IronOak Wealth
Texas
$3.32M +$3.31M +109,050 New
UCFA
163
United Capital Financial Advisors
Texas
$3.29M +$598K +19,718 +22%
SFPG
164
Stonebridge Financial Planning Group
Florida
$3.18M -$213K -7,030 -6%
TRIA
165
Trail Ridge Investment Advisors
Colorado
$3.12M +$7.43K +245 +0.2%
PS
166
Principal Securities
Iowa
$3.05M +$472K +15,579 +18%
TA
167
TFB Advisors
Kansas
$3.03M +$97.7K +3,220 +3%
KA
168
Kovack Advisors
Florida
$2.99M -$16.4K -540 -0.5%
OBWG
169
Onyx Bridge Wealth Group
New York
$2.97M +$56.2K +1,852 +2%
WWM
170
Western Wealth Management
Colorado
$2.96M +$679K +22,396 +30%
FHB
171
First Hawaiian Bank
Hawaii
$2.96M +$380K +12,530 +15%
PIA
172
Perennial Investment Advisors
California
$2.92M +$169K +5,561 +6%
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$2.92M -$3.12M -102,823 -52%
IA
174
IFP Advisors
Florida
$2.84M +$416K +13,729 +17%
DFP
175
Defined Financial Planning
California
$2.84M +$2.83M +93,190 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.