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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
BIP
201
Blueprint Investment Partners
North Carolina
$1.8M +$1M +33,080 +128%
PWMAG
202
Pinnacle Wealth Management Advisory Group
New Jersey
$1.79M +$616K +20,310 +53%
PGWM
203
Pitti Group Wealth Management
New York
$1.78M -$10.8M -356,466 -86%
GWSG
204
GPS Wealth Strategies Group
Colorado
$1.77M +$167K +5,517 +10%
MA
205
Mutual Advisors
Nebraska
$1.77M +$364K +12,000 +26%
PPWM
206
Perissos Private Wealth Management
Oklahoma
$1.71M +$555K +18,298 +48%
SI
207
Stephens Inc
Arkansas
$1.7M -$5.63M -185,571 -77%
MCA
208
Magnolia Capital Advisors
Mississippi
$1.69M +$90.1K +2,972 +6%
KWS
209
Keystone Wealth Services
California
$1.67M +$599K +19,743 +56%
SH
210
SLT Holdings
Arizona
$1.65M +$1.64M +54,127 New
WWA
211
WCG Wealth Advisors
Nevada
$1.65M -$186K -6,148 -10%
PWM
212
Purus Wealth Management
California
$1.65M -$4.95M -163,373 -75%
CAP
213
Columbia Advisory Partners
Washington
$1.61M -$4.9M -161,443 -75%
RFN
214
RDA Financial Network
Iowa
$1.6M +$60.1K +1,981 +4%
BCI
215
Brinker Capital Investments
Pennsylvania
$1.59M -$2.01M -66,150 -56%
OPS
216
Orion Portfolio Solutions
Nebraska
$1.59M -$2.01M -66,150 -56%
LSA
217
Lion Street Advisors
Texas
$1.56M +$34.4K +1,133 +2%
GRP
218
Global Retirement Partners
California
$1.54M +$128K +4,237 +9%
OMC
219
Old Mission Capital
Illinois
$1.54M -$2.48M -81,678 -62%
DFA
220
DHJJ Financial Advisors
Illinois
$1.54M +$608K +20,057 +66%
NEWAS
221
N.E.W. Advisory Services
Wisconsin
$1.49M -$4.37M -143,945 -75%
MFG
222
Merit Financial Group
Georgia
$1.48M +$163K +5,363 +12%
BBPWM
223
Blue Bell Private Wealth Management
Pennsylvania
$1.47M +$26.5K +874 +2%
DAS
224
Diversify Advisory Services
Utah
$1.45M +$73.8K +2,433 +5%
PCA
225
Pallas Capital Advisors
Massachusetts
$1.42M +$100K +3,307 +8%
7 8
9
10 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.