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FT Vest Laddered Moderate Buffer ETF
BUFZ

72 hedge funds and large institutions have $270M invested in FT Vest Laddered Moderate Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 10 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

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

47% more capital invested

Capital invested by funds: $184M → $270M (+$86.6M)

33% more funds holding

Funds holding: 54 → 72 (+18)

14.08% more ownership

Funds ownership: 73.65% → 87.73% (+14%)

Holders
72
Holders Change
+18
Holders Change %
+33.33%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
29
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$20.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.26M
3
Truist Financial
Truist Financial
North Carolina
+$8.73M
4
JCM
Jacobi Capital Management
Pennsylvania
+$8.44M
5
BIM
Bullseye Investment Management
Ohio
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
SWP
Summit Wealth Partners
Florida
-$2.12M
2
WEG
World Equity Group
Illinois
-$1.1M
3
EA
Ergawealth Advisors
Illinois
-$734K
4
IWP
Innova Wealth Partners
Pennsylvania
-$688K
5
LIS
Legacy Investment Solutions
Idaho
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$1.21M -$65.6K -2,754 -5%
AAS
27
Ameritas Advisory Services
Nebraska
$1.19M +$275K +11,551 +30%
NF
28
Nvest Financial
New Hampshire
$1.14M +$1.13M +47,545 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$946K +$332K +13,934 +54%
NA
30
NewEdge Advisors
Louisiana
$888K +$279K +11,710 +46%
VWA
31
Visionary Wealth Advisors
Illinois
$792K +$94.8K +3,983 +14%
ACM
32
Arlington Capital Management
Illinois
$783K +$84.8K +3,562 +12%
TC
33
TownSquare Capital
Utah
$775K +$2.12K +89 +0.3%
NCFG
34
New Century Financial Group
New Jersey
$738K +$269K +11,316 +58%
HIS
35
Harvest Investment Services
Illinois
$713K +$284K +11,937 +67%
FPWM
36
FSB Premier Wealth Management
Iowa
$696K +$694K +29,141 New
Jane Street
37
Jane Street
New York
$604K +$133K +5,574 +28%
Citadel Advisors
38
Citadel Advisors
Florida
$603K +$600K +25,220 New
LIS
39
Legacy Investment Solutions
Idaho
$555K -$464K -19,510 -46%
LWMI
40
Legacy Wealth Management (Idaho)
Idaho
$555K -$464K -19,510 -46%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$502K +$500K +21,000 New
CFCI
42
Comprehensive Financial Consultants Institutional
Indiana
$407K +$405K +17,028 New
GA
43
GoalVest Advisory
New York
$401K +$400K +16,790 New
TAM
44
Tucker Asset Management
Colorado
$392K +$186K +7,806 +91%
GRP
45
Global Retirement Partners
California
$386K +$214K +9,001 +126%
SF
46
SageOak Financial
Oklahoma
$382K +$380K +15,982 New
SPIA
47
Steward Partners Investment Advisory
New York
$337K +$336K +14,125 New
UCFA
48
United Capital Financial Advisors
Texas
$334K – – –
PTC
49
Private Trust Company
Ohio
$321K +$284K +11,945 +796%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$318K +$317K +13,313 New
1
2
3 4

BUFZ Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q4 2024, worth a combined $270M — up 47% from $184M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BUFZ positions and 4 closed out — a net gain of 20 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.5M. The largest seller was Summit Wealth Partners, exiting entirely with an estimated $2.12M sold.

  • 72 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q4 2024, up from 54 in Q3 2024.
  • Funds reported $270M of FT Vest Laddered Moderate Buffer ETF stock for Q4 2024, up 47% quarter-over-quarter.
  • 24 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q4 2024 and 4 closed out, a net change of +20 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q4 2024 was LPL Financial, an estimated $20.5M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q4 2024 was Summit Wealth Partners, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2024.