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FT Vest Fund of Deep Buffer ETFs

136 hedge funds and large institutions have $742M invested in FT Vest Fund of Deep Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

11% more capital invested

Capital invested by funds: $670M → $742M (+$71.8M)

7% more funds holding

Funds holding: 127136 (+9)

0.53% more ownership

Funds ownership: 82.58%83.11% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
52
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
26
Integrity Financial
Wyoming
$6.17M +$34.3K +1,439 +0.6%
CW
27
CreativeOne Wealth
Kansas
$6.12M +$25.5K +1,070 +0.4%
WS
28
Wedbush Securities
California
$5.87M +$953K +40,027 +20%
AWS
29
Atria Wealth Solutions
New York
$5.23M -$41.7K -1,750 -0.8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.16M -$198K -8,311 -4%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$4.42M +$533K +22,357 +14%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$4.37M -$1.94M -81,267 -31%
KAS
33
Kestra Advisory Services
Texas
$3.99M +$428K +17,984 +12%
ASN
34
Advisory Services Network
Georgia
$3.97M +$108K +4,534 +3%
MW
35
Maia Wealth
Colorado
$3.06M +$2.97M +124,814 New
AAS
36
Avantax Advisory Services
Texas
$2.81M +$256K +10,759 +10%
SF
37
Synovus Financial
Georgia
$2.78M +$133K +5,600 +5%
SW
38
Simplicity Wealth
New Jersey
$2.58M +$2.04M +85,527 +416%
AWM
39
AE Wealth Management
Kansas
$2.41M +$729K +30,614 +45%
CF
40
Centaurus Financial
California
$2.31M -$19.7K -828 -0.9%
IA
41
IFG Advisory
Georgia
$2.19M -$9.77K -410 -0.5%
JCM
42
Jacobi Capital Management
Pennsylvania
$2.14M -$567K -23,822 -21%
OIA
43
OneDigital Investment Advisors
Kansas
$1.98M -$74.2K -3,116 -4%
KWM
44
Kingsview Wealth Management
Oregon
$1.94M -$42.2K -1,772 -2%
IWC
45
Integrated Wealth Concepts
Massachusetts
$1.93M +$486K +20,391 +35%
SFS
46
Sowell Financial Services
Arkansas
$1.89M +$457K +19,173 +35%
TWM
47
Tradition Wealth Management
Minnesota
$1.86M -$124K -5,192 -6%
IWM
48
Iams Wealth Management
Nebraska
$1.72M +$606K +25,424 +56%
GIA
49
Gladstone Institutional Advisory
Florida
$1.7M +$470K +19,750 +39%
FIA
50
Foundations Investment Advisors
Arizona
$1.55M -$17.3K -726 -1%

BUFD Hedge Fund Activity: Q2 2024 in Review

136 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q2 2024, worth a combined $742M — up 11% from $670M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BUFD positions and 9 closed out — a net gain of 12 holders — while 52 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $7.02M sold.

  • 136 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q2 2024, up from 127 in Q1 2024.
  • Funds reported $742M of FT Vest Fund of Deep Buffer ETFs stock for Q2 2024, up 11% quarter-over-quarter.
  • 21 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q2 2024 and 9 closed out, a net change of +12 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q2 2024 was LPL Financial, an estimated $16.4M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q2 2024 was Financial Advocates Investment Management, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2024.