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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
SB
51
Strategic Blueprint
Georgia
$1.32M -$36.7K -1,584 -3%
SFS
52
Sowell Financial Services
Arkansas
$1.3M -$429K -18,558 -25%
GIA
53
Gladstone Institutional Advisory
Florida
$1.18M +$1.16M +50,037 New
IWM
54
Iams Wealth Management
Nebraska
$1.05M -$224K -9,662 -18%
CIA
55
Concurrent Investment Advisors
Florida
$1.02M +$251K +10,854 +33%
TA
56
TFB Advisors
Kansas
$996K +$98.2K +4,243 +11%
FSG
57
Financial Strategies Group
Michigan
$963K -$7.38K -319 -0.8%
FHC
58
First Heartland Consultants
Missouri
$948K -$592K -25,576 -39%
SPC
59
Sigma Planning Corp
Michigan
$932K +$668K +28,861 +271%
Legacy Financial Group (Iowa)
60
Legacy Financial Group (Iowa)
Iowa
$930K +$912K +39,404 New
DFA
61
Davies Financial Advisors
California
$916K +$899K +38,845 New
AWM
62
Apollon Wealth Management
South Carolina
$867K -$1.06M -45,640 -55%
CP
63
Castleview Partners
Texas
$866K +$85.2K +3,681 +11%
MA
64
Mutual Advisors
Nebraska
$855K +$97.7K +4,222 +13%
DAS
65
Dynamic Advisor Solutions
Arizona
$785K +$82.4K +3,562 +12%
HGERS
66
Householder Group Estate & Retirement Specialist
Arizona
$780K -$218K -9,429 -22%
AAS
67
Ameritas Advisory Services
Nebraska
$716K +$703K +30,379 New
LMKC
68
L.M. Kohn & Company
Ohio
$682K +$669K +28,918 New
NS
69
NBC Securities
Alabama
$671K +$107K +4,638 +19%
EC
70
EdgeRock Capital
Colorado
$661K – – –
CAL
71
Capital Analysts LLC
Pennsylvania
$661K – – –
CFG
72
Cooper Financial Group
California
$650K +$2.34K +101 +0.4%
EH
73
Equitable Holdings
New York
$602K +$591K +25,538 New
LSA
74
Lion Street Advisors
Texas
$585K – – –
CA
75
Claro Advisors
Massachusetts
$573K +$3.47K +150 +0.6%
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.