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BUFS

FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS

22 hedge funds and large institutions have $42.2M invested in FT Vest Laddered Small Cap Moderate Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

475% more capital invested

Capital invested by funds: $7.35M → $42.2M (+$34.9M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

100% more funds holding

Funds holding: 11 → 22 (+11)

36.72% more ownership

Funds ownership: 55.35% → 92.07% (+37%)

Holders
22
Holders Change
+11
Holders Change %
+100%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.89M
3
GWM
Geneos Wealth Management
Colorado
+$2.83M
4
NA
NewEdge Advisors
Louisiana
+$2.25M
5
WEG
World Equity Group
Illinois
+$1.25M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$456K
2
OMC
Old Mission Capital
Illinois
-$384K
3
IAIM
International Assets Investment Management
Florida
-$3.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.9M +$14M +650,787 New
Raymond James Financial
2
Raymond James Financial
Florida
$9.75M +$9.84M +456,993 New
NA
3
NewEdge Advisors
Louisiana
$5.35M +$2.25M +104,649 +72%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.87M +$2.89M +134,423 New
GWM
5
Geneos Wealth Management
Colorado
$2.8M +$2.83M +131,486 New
WEG
6
World Equity Group
Illinois
$1.77M +$1.25M +58,198 +236%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.55M -$456K -21,182 -23%
AA
8
Armis Advisers
Georgia
$1.11M +$1.12M +51,911 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$612K +$364K +16,922 +144%
OMC
10
Old Mission Capital
Illinois
$579K -$384K -17,848 -40%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$490K +$56.1K +2,607 +13%
OFS
12
OneAscent Financial Services
Alabama
$348K +$351K +16,307 New
BRWA
13
B. Riley Wealth Advisors
Florida
$307K +$310K +14,398 New
LA
14
Lane & Associates
New Jersey
$240K +$237K +11,029 New
DFA
15
DHJJ Financial Advisors
Illinois
$236K +$148K +6,859 +162%
CAL
16
Capital Analysts LLC
Pennsylvania
$153K +$154K +7,155 New
Osaic Holdings
17
Osaic Holdings
Arizona
$137K +$117K +5,413 +541%
HI
18
Harbour Investments
Wisconsin
$21.3K +$21.5K +1,000 New
NP
19
NorthRock Partners
Minnesota
$14.7K +$14.8K +687 New
UBS Group
20
UBS Group
Switzerland
$5.16K +$5.21K +242 New
LIS
21
Legacy Investment Solutions
Idaho
$1.57K – – –
LWMI
22
Legacy Wealth Management (Idaho)
Idaho
$1.57K – – –
IAIM
23
International Assets Investment Management
Florida
– -$3.2K -67,628 Closed

BUFS Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) for Q4 2024, worth a combined $42.2M — up 475% from $7.35M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BUFS positions and 1 closed out — a net gain of 11 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $456K.

  • 22 institutional investors held FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) as of Q4 2024, up from 11 in Q3 2024.
  • Funds reported $42.2M of FT Vest Laddered Small Cap Moderate Buffer ETF stock for Q4 2024, up 475% quarter-over-quarter.
  • 12 funds opened new FT Vest Laddered Small Cap Moderate Buffer ETF positions in Q4 2024 and 1 closed out, a net change of +11 holders.
  • The largest FT Vest Laddered Small Cap Moderate Buffer ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $14M added.
  • The largest FT Vest Laddered Small Cap Moderate Buffer ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $456K sold.

Based on aggregated 13F filings for Q4 2024.