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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$24.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$23M |
| 3 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$10.9M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$10.8M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.96M |
| 2 |
Jane Street
New York
|
-$474K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$451K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$451K |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
51
NBC Securities
Birmingham,
Alabama
| $151K | +$148K | +6,423 | New |
|
|
DFA
52
DHJJ Financial Advisors
Naperville,
Illinois
| $43.2K | +$42.3K | +1,835 | New |
|
|
PTC
53
Private Trust Company
Cleveland,
Ohio
| $35.3K | – | – | – |
|
|
CP
54
Castleview Partners
Dallas,
Texas
| $24.2K | -$49.6K | -2,150 | -68% |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$451K | -19,771 | Closed |
|
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$451K | -19,765 | Closed |
|
|
IAIM
57
International Assets Investment Management
Orlando,
Florida
| – | -$8.9K | -390 | Closed |
|
|
AFWM
58
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$2.08K | -91 | Closed |
|
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.