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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
PFS
51
Prospera Financial Services
Texas
$1.47M +$1.44M +60,329 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.46M +$873K +36,664 +157%
SB
53
Strategic Blueprint
Georgia
$1.33M -$26K -1,092 -2%
AWA
54
Arkadios Wealth Advisors
Georgia
$1.24M -$780K -32,737 -39%
CA
55
CoreCap Advisors
Michigan
$1.22M +$814K +34,178 +212%
TA
56
TFB Advisors
Kansas
$1.06M +$18.4K +772 +2%
CIA
57
Concurrent Investment Advisors
Florida
$1.06M
Citadel Advisors
58
Citadel Advisors
Florida
$993K +$457K +19,194 +89%
DFA
59
Davies Financial Advisors
California
$990K +$43.9K +1,844 +5%
FSG
60
Financial Strategies Group
Michigan
$965K -$32.5K -1,366 -3%
EH
61
Equitable Holdings
New York
$857K +$232K +9,720 +38%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$820K +$355K +14,904 +79%
Legacy Financial Group (Iowa)
63
Legacy Financial Group (Iowa)
Iowa
$810K -$146K -6,110 -16%
MA
64
Mutual Advisors
Nebraska
$807K -$74.9K -3,144 -9%
LMKC
65
L.M. Kohn & Company
Ohio
$803K +$97.5K +4,092 +14%
AAS
66
Ameritas Advisory Services
Nebraska
$783K +$43K +1,807 +6%
CP
67
Castleview Partners
Texas
$776K -$114K -4,766 -13%
AWM
68
Apollon Wealth Management
South Carolina
$773K -$118K -4,973 -14%
DAS
69
Dynamic Advisor Solutions
Arizona
$748K -$59.5K -2,497 -8%
NS
70
NBC Securities
Alabama
$724K +$32.3K +1,357 +5%
SPC
71
Sigma Planning Corp
Michigan
$698K -$257K -10,792 -27%
CAL
72
Capital Analysts LLC
Pennsylvania
$681K
CA
73
Claro Advisors
Massachusetts
$679K +$86K +3,612 +15%
IFG
74
Independent Financial Group
California
$669K +$656K +27,528 New
EC
75
EdgeRock Capital
Colorado
$669K -$11.9K -500 -2%

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.