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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
CAL
51
Capital Analysts LLC
Pennsylvania
$301K +$300K +12,602 New
HAS
52
HBW Advisory Services
California
$299K – – –
AA
53
Armis Advisers
Georgia
$292K +$291K +12,211 New
JWCA
54
J.W. Cole Advisors
Florida
$280K – – –
EH
55
Equitable Holdings
New York
$261K +$5.36K +225 +2%
AWS
56
Atria Wealth Solutions
New York
$242K +$18.2K +763 +8%
AQR Capital Management
57
AQR Capital Management
Connecticut
$242K – – –
DFA
58
DHJJ Financial Advisors
Illinois
$241K +$196K +8,251 +450%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$239K – – –
GIA
60
Gladstone Institutional Advisory
Florida
$239K +$238K +10,000 New
BCI
61
Brinker Capital Investments
Pennsylvania
$231K – – –
OPS
62
Orion Portfolio Solutions
Nebraska
$231K – – –
MML Investors Services
63
MML Investors Services
Massachusetts
$216K +$215K +9,025 New
KIM
64
Kestra Investment Management
Texas
$210K -$11.4K -479 -5%
IA
65
IFP Advisors
Florida
$208K – – –
CA
66
CoreCap Advisors
Michigan
$155K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$120K +$119K +5,008 New
IWM
68
IMG Wealth Management
Florida
$108K +$107K +4,500 New
AG
69
AmeriFlex Group
Nevada
$29.1K +$28.6K +1,200 New
AWM
70
AE Wealth Management
Kansas
$13.3K +$13.2K +555 New
CIAS
71
Capital Investment Advisory Services
North Carolina
$13.2K -$167K -6,999 -93%
NS
72
NBC Securities
Alabama
$178 -$153K -6,416 -100%
SWP
73
Summit Wealth Partners
Florida
– -$2.12M -89,938 Closed
IWP
74
Innova Wealth Partners
Pennsylvania
– -$688K -29,209 Closed
OMC
75
Old Mission Capital
Illinois
– -$244K -10,357 Closed
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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.