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FT Vest Fund of Deep Buffer ETFs
BUFD

151 hedge funds and large institutions have $827M invested in FT Vest Fund of Deep Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 44

11% more capital invested

Capital invested by funds: $742M → $827M (+$84.9M)

11% more funds holding

Funds holding: 136 → 151 (+15)

1.06% less ownership

Funds ownership: 83.11% → 82.05% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
151
Holders Change
+15
Holders Change %
+11.03%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
25
Increased
64
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$29.9M
2
Osaic Holdings
Osaic Holdings
Arizona
+$6.34M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.25M
4
AF
Apollon Financial
South Carolina
+$2.58M
5
CAS
Coppell Advisory Solutions
Texas
+$2.56M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$7.42M
2
SFC
Strategic Financial Concepts
Texas
-$6.22M
3
SFS
Sowell Financial Services
Arkansas
-$1.89M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.5M
5
PFS
Prospera Financial Services
Texas
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$6.68M +$1.35M +54,811 +26%
WS
27
Wedbush Securities
California
$6.65M +$598K +24,333 +10%
IF
28
Integrity Financial
Wyoming
$6.58M +$220K +8,956 +4%
AWS
29
Atria Wealth Solutions
New York
$6.18M +$780K +31,752 +15%
WCFA
30
Walkner Condon Financial Advisors
Wisconsin
$5.38M -$1.5M -61,071 -22%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$5.15M +$641K +26,080 +15%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$5.09M +$529K +21,543 +12%
ASN
33
Advisory Services Network
Georgia
$3.97M – – –
KAS
34
Kestra Advisory Services
Texas
$3.6M -$496K -20,192 -12%
SF
35
Synovus Financial
Georgia
$3.48M +$613K +24,955 +22%
MW
36
Maia Wealth
Colorado
$3.21M +$67.5K +2,746 +2%
JCM
37
Jacobi Capital Management
Pennsylvania
$3.17M +$950K +38,670 +44%
AAS
38
Avantax Advisory Services
Texas
$3.12M +$219K +8,925 +8%
SW
39
Simplicity Wealth
New Jersey
$3.06M +$398K +16,207 +15%
AF
40
Apollon Financial
South Carolina
$2.63M +$2.58M +104,894 New
AWM
41
AE Wealth Management
Kansas
$2.55M +$65.6K +2,670 +3%
IWC
42
Integrated Wealth Concepts
Massachusetts
$2.52M +$525K +21,370 +27%
CF
43
Centaurus Financial
California
$2.41M +$30.2K +1,229 +1%
IA
44
IFG Advisory
Georgia
$2.38M +$130K +5,274 +6%
OIA
45
OneDigital Investment Advisors
Kansas
$2.03M -$5.8K -236 -0.3%
KWM
46
Kingsview Wealth Management
Oregon
$1.94M -$49.1K -1,999 -3%
TWM
47
Tradition Wealth Management
Minnesota
$1.85M -$58.7K -2,391 -3%
IWM
48
Iams Wealth Management
Nebraska
$1.85M +$78.5K +3,195 +5%
TSWM
49
Tyler-Stone Wealth Management
Ohio
$1.83M +$966K +39,307 +117%
GIA
50
Gladstone Institutional Advisory
Florida
$1.7M -$42.3K -1,720 -2%
1
2
3 4 5

BUFD Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q3 2024, worth a combined $827M — up 11% from $742M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BUFD positions and 8 closed out — a net gain of 17 holders — while 64 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.9M. The largest seller was Axxcess Wealth Management, cutting an estimated $7.42M.

  • 151 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q3 2024, up from 136 in Q2 2024.
  • Funds reported $827M of FT Vest Fund of Deep Buffer ETFs stock for Q3 2024, up 11% quarter-over-quarter.
  • 25 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q3 2024 and 8 closed out, a net change of +17 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q3 2024 was LPL Financial, an estimated $29.9M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q3 2024 was Axxcess Wealth Management, an estimated $7.42M sold.

Based on aggregated 13F filings for Q3 2024.