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FT Vest Fund of Deep Buffer ETFs
BUFD

127 hedge funds and large institutions have $670M invested in FT Vest Fund of Deep Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

9% more funds holding

Funds holding: 116 → 127 (+11)

7% less capital invested

Capital invested by funds: $719M → $670M (-$48.9M)

11.44% less ownership

Funds ownership: 94.02% → 82.58% (-11%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
1.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
23
Increased
49
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
TownSquare Capital
Utah
+$9.91M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.64M
3
LPL Financial
LPL Financial
California
+$5.72M
4
WS
Wedbush Securities
California
+$4.66M
5
CAAS
Capital Asset Advisory Services
Michigan
+$4.01M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$71.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15.3M
3
KA
Kure Advisory
Minnesota
-$13.9M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
26
Integrity Financial
Wyoming
$5.95M -$921K -39,795 -14%
HI
27
Harbour Investments
Wisconsin
$5.93M +$338K +14,611 +6%
CW
28
CreativeOne Wealth
Kansas
$5.91M +$646K +27,911 +13%
ACM
29
Andina Capital Management
Utah
$5.67M -$687K -29,668 -11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.2M +$809K +34,940 +19%
AWS
31
Atria Wealth Solutions
New York
$5.11M +$721K +31,139 +17%
WS
32
Wedbush Securities
California
$4.75M +$4.66M +201,319 New
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$3.76M +$816K +35,251 +28%
ASN
34
Advisory Services Network
Georgia
$3.74M -$71.3K -3,082 -2%
KAS
35
Kestra Advisory Services
Texas
$3.45M -$3M -129,794 -47%
JCM
36
Jacobi Capital Management
Pennsylvania
$2.63M +$2.2M +94,908 +567%
SF
37
Synovus Financial
Georgia
$2.56M +$877K +37,880 +54%
AAS
38
Avantax Advisory Services
Texas
$2.47M +$951K +41,106 +65%
CF
39
Centaurus Financial
California
$2.26M -$3.79K -164 -0.2%
IA
40
IFG Advisory
Georgia
$2.13M +$1.23M +53,266 +144%
OIA
41
OneDigital Investment Advisors
Kansas
$1.99M +$15.4K +664 +0.8%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.98M +$114K +4,940 +6%
TWM
43
Tradition Wealth Management
Minnesota
$1.92M +$1.89M +81,506 New
KWM
44
Kingsview Wealth Management
Oregon
$1.92M -$124K -5,347 -6%
BCM
45
Brookstone Capital Management
Illinois
$1.87M +$134K +5,781 +8%
Jane Street
46
Jane Street
New York
$1.84M +$1.55M +66,905 +611%
AWM
47
AE Wealth Management
Kansas
$1.61M -$71.1M -3,072,320 -98%
CASC
48
Coppell Advisory Solutions Corp
Texas
$1.57M +$1.54M +66,725 New
FIA
49
Foundations Investment Advisors
Arizona
$1.52M -$857K -37,023 -36%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.39M +$396K +17,112 +41%
1
2
3 4 5

BUFD Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q1 2024, worth a combined $670M — down 6.8% from $719M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BUFD positions and 10 closed out — a net gain of 13 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was TownSquare Capital, opening a new position worth an estimated $9.91M. The largest seller was AE Wealth Management, cutting an estimated $71.1M.

  • 127 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q1 2024, up from 116 in Q4 2023.
  • Funds reported $670M of FT Vest Fund of Deep Buffer ETFs stock for Q1 2024, down 6.8% quarter-over-quarter.
  • 23 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q1 2024 and 10 closed out, a net change of +13 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q1 2024 was TownSquare Capital, an estimated $9.91M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q1 2024 was AE Wealth Management, an estimated $71.1M sold.

Based on aggregated 13F filings for Q1 2024.