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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$20.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.26M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$8.73M |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$8.44M |
| 5 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$2.12M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$1.1M |
| 3 |
EA
Ergawealth Advisors
Oak Brook,
Illinois
|
-$734K |
| 4 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$688K |
| 5 |
LIS
Legacy Investment Solutions
Meridian,
Idaho
|
-$464K |
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.