We are live on ! Find out more
BUFZ icon

FT Vest Laddered Moderate Buffer ETF
BUFZ

20 hedge funds and large institutions have $48.6M invested in FT Vest Laddered Moderate Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

400% more funds holding

Funds holding: 4 → 20 (+16)

289% more capital invested

Capital invested by funds: $12.5M → $48.6M (+$36.1M)

3.84% more ownership

Funds ownership: 72.82% → 76.65% (+3.8%)

Holders
20
Holders Change
+16
Holders Change %
+400%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
+$6.68M
2
KAS
Kestra Advisory Services
Texas
+$6.02M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.62M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.11M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$14.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$13.1M +$6.02M +276,096 +89%
Osaic Holdings
2
Osaic Holdings
Arizona
$11M +$5.62M +257,746 +109%
HI
3
Harbour Investments
Wisconsin
$6.81M +$6.68M +305,952 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.98M +$5.11M +234,303 +678%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.17M +$3.11M +142,384 New
WEG
6
World Equity Group
Illinois
$2.45M +$2.4M +110,050 New
SWP
7
Summit Wealth Partners
Florida
$2.37M +$2.32M +106,551 New
EA
8
Ergawealth Advisors
Illinois
$636K +$623K +28,566 New
AAS
9
Ameritas Advisory Services
Nebraska
$616K +$604K +27,674 New
KWM
10
Kingsview Wealth Management
Oregon
$583K +$572K +26,215 New
OMC
11
Old Mission Capital
Illinois
$457K +$448K +20,545 New
CAN
12
Cetera Advisor Networks
California
$290K +$284K +13,031 New
BCM
13
Brookstone Capital Management
Illinois
$264K +$258K +11,843 New
Citadel Advisors
14
Citadel Advisors
Florida
$239K +$234K +10,739 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$223K +$218K +10,000 New
JWCA
16
J.W. Cole Advisors
Florida
$212K +$208K +9,525 New
CIAS
17
Capital Investment Advisory Services
North Carolina
$168K +$165K +7,552 New
CP
18
Castleview Partners
Texas
$70.7K +$69.3K +3,178 New
CA
19
CoreCap Advisors
Michigan
$15.6K +$15.3K +703 New
AFWM
20
Abich Financial Wealth Management
Virginia
$2.02K +$1.99K +91 New
AssetMark Inc
21
AssetMark Inc
California
– -$14.3K -667 Closed

BUFZ Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q1 2024, worth a combined $48.6M — up 289% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BUFZ positions and 1 closed out — a net gain of 16 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Harbour Investments, opening a new position worth an estimated $6.68M. The largest seller was AssetMark Inc, exiting entirely with an estimated $14.3K sold.

  • 20 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q1 2024, up from 4 in Q4 2023.
  • Funds reported $48.6M of FT Vest Laddered Moderate Buffer ETF stock for Q1 2024, up 289% quarter-over-quarter.
  • 17 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q1 2024 and 1 closed out, a net change of +16 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q1 2024 was Harbour Investments, an estimated $6.68M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q1 2024 was AssetMark Inc, an estimated $14.3K sold.

Based on aggregated 13F filings for Q1 2024.