We are live on ! Find out more
BUFR icon

FT Vest Fund of Buffer ETFs
BUFR

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: 43 → 58 (+15)

19% more funds holding

Funds holding: 349 → 417 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$116M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$59.3M
3
IAA
Independent Advisor Alliance
North Carolina
+$45.7M
4
LPL Financial
LPL Financial
California
+$41.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
HWP
Hibernia Wealth Partners
Louisiana
-$12.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$11.5M
3
PGWM
Pitti Group Wealth Management
New York
-$10.8M
4
MCC
Money Concepts Capital
Florida
-$9.95M
5
FNWA
Financial Network Wealth Advisors
Utah
-$8.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
176
First Heartland Consultants
Missouri
$2.78M +$877K +28,912 +46%
GEA
177
Glen Eagle Advisors
New Jersey
$2.78M +$58.6K +1,931 +2%
NF
178
Nvest Financial
New Hampshire
$2.74M +$2.73M +89,867 New
KMWM
179
Keudell/Morrison Wealth Management
Oregon
$2.73M +$50.8K +1,675 +2%
UWM
180
USAdvisors Wealth Management
Minnesota
$2.72M -$101K -3,342 -4%
GWP
181
Gateway Wealth Partners
Wisconsin
$2.7M -$11.6K -383 -0.4%
KWA
182
Kingswood Wealth Advisors
California
$2.65M +$1.7M +55,964 +181%
MW
183
Maia Wealth
Colorado
$2.62M +$128K +4,212 +5%
FA
184
Flagstar Advisors
New York
$2.56M +$261K +8,612 +11%
CPBTD
185
Central Pacific Bank - Trust Division
Hawaii
$2.54M – – –
FWP
186
Falcon Wealth Planning
California
$2.52M +$860K +28,368 +52%
AG
187
AmeriFlex Group
Nevada
$2.48M +$2.42M +79,908 New
FGG
188
Financial Guidance Group
Florida
$2.44M +$261K +8,605 +12%
Citadel Advisors
189
Citadel Advisors
Florida
$2.43M +$2.42M +79,704 New
PAS
190
PKS Advisory Services
New York
$2.43M +$2.42M +79,689 New
MWM
191
Maridea Wealth Management
New York
$2.41M +$2.4M +79,193 New
SFS
192
Symphony Financial Services
Ohio
$2.2M +$2.19M +72,250 New
HSWS
193
Higgins & Schmidt Wealth Strategies
Colorado
$2.18M -$5.08M -167,653 -70%
PA
194
Pinnacle Associates
New York
$2.17M +$1.24M +40,975 +135%
PTC
195
Private Trust Company
Ohio
$2.13M +$148K +4,893 +8%
FAIM
196
Financial Advocates Investment Management
Washington
$2.13M +$755K +24,900 +55%
WWM
197
WT Wealth Management
Arizona
$2.12M +$2.11M +69,721 New
SW
198
Simplicity Wealth
New Jersey
$2.12M -$338K -11,141 -14%
APWA
199
Atlas Private Wealth Advisors
New Jersey
$1.98M +$1.97M +64,964 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$1.88M -$107K -3,520 -5%
6 7
8
9 10

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.