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FT Vest Laddered Moderate Buffer ETF
BUFZ

54 hedge funds and large institutions have $184M invested in FT Vest Laddered Moderate Buffer ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

147% more capital invested

Capital invested by funds: $74.5M → $184M (+$109M)

59% more funds holding

Funds holding: 34 → 54 (+20)

10.89% more ownership

Funds ownership: 62.76% → 73.65% (+11%)

Holders
54
Holders Change
+20
Holders Change %
+58.82%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
20
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.7M
2
LPL Financial
LPL Financial
California
+$23M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$10.9M
4
AI
Atria Investments
North Carolina
+$10.8M
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$8.81M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$2.96M
2
Jane Street
Jane Street
New York
-$474K
3
Citadel Advisors
Citadel Advisors
Florida
-$451K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$451K
5
WEG
World Equity Group
Illinois
-$186K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Arlington Capital Management
Illinois
$688K +$674K +29,209 New
IWP
27
Innova Wealth Partners
Pennsylvania
$688K +$674K +29,209 New
VWA
28
Visionary Wealth Advisors
Illinois
$687K +$673K +29,173 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$604K +$224K +9,721 +61%
NA
30
NewEdge Advisors
Louisiana
$599K +$577K +25,000 +5,643%
Jane Street
31
Jane Street
New York
$464K -$474K -20,532 -51%
NCFG
32
New Century Financial Group
New Jersey
$458K +$449K +19,447 New
HIS
33
Harvest Investment Services
Illinois
$422K +$413K +17,910 New
UCFA
34
United Capital Financial Advisors
Texas
$329K +$322K +13,970 New
HAS
35
HBW Advisory Services
California
$295K +$10.9K +474 +4%
JWCA
36
J.W. Cole Advisors
Florida
$275K – – –
EH
37
Equitable Holdings
New York
$252K +$247K +10,694 New
OMC
38
Old Mission Capital
Illinois
$244K +$239K +10,357 New
RJA
39
Raymond James & Associates
Florida
$243K +$238K +10,333 New
AQR Capital Management
40
AQR Capital Management
Connecticut
$239K +$234K +10,144 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$235K – – –
BCI
42
Brinker Capital Investments
Pennsylvania
$228K +$224K +9,689 New
OPS
43
Orion Portfolio Solutions
Nebraska
$228K +$224K +9,689 New
AWS
44
Atria Wealth Solutions
New York
$221K +$217K +9,385 New
KIM
45
Kestra Investment Management
Texas
$218K +$214K +9,270 New
IA
46
IFP Advisors
Florida
$205K +$201K +8,691 New
TAM
47
Tucker Asset Management
Colorado
$203K +$199K +8,616 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$178K – – –
GRP
49
Global Retirement Partners
California
$169K +$165K +7,160 New
CA
50
CoreCap Advisors
Michigan
$153K +$133K +5,776 +822%
1
2
3

BUFZ Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q3 2024, worth a combined $184M — up 147% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BUFZ positions and 4 closed out — a net gain of 20 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $24.7M. The largest seller was Harbour Investments, cutting an estimated $2.96M.

  • 54 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $184M of FT Vest Laddered Moderate Buffer ETF stock for Q3 2024, up 147% quarter-over-quarter.
  • 24 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q3 2024 and 4 closed out, a net change of +20 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $24.7M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q3 2024 was Harbour Investments, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2024.