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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
FIA
51
Foundations Investment Advisors
Arizona
$1.54M -$57.2K -2,328 -4%
EA
52
Ergawealth Advisors
Illinois
$1.49M +$1.02M +41,700 +233%
IFG
53
Independent Financial Group
California
$1.47M +$766K +31,159 +113%
GWSG
54
GPS Wealth Strategies Group
Colorado
$1.39M +$1.36M +55,279 New
SB
55
Strategic Blueprint
Georgia
$1.37M -$2.56K -104 -0.2%
CA
56
CoreCap Advisors
Michigan
$1.21M -$45.4K -1,847 -4%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$1.16M +$322K +13,108 +39%
EH
58
Equitable Holdings
New York
$1.14M +$249K +10,126 +29%
SPC
59
Sigma Planning Corp
Michigan
$1.13M +$408K +16,586 +58%
TA
60
TFB Advisors
Kansas
$1.11M +$26.5K +1,080 +2%
AWA
61
Arkadios Wealth Advisors
Georgia
$1.1M -$178K -7,242 -14%
HGERS
62
Householder Group Estate & Retirement Specialist
Arizona
$1.09M +$608K +24,741 +130%
DFA
63
Davies Financial Advisors
California
$1.01M -$6.68K -272 -0.7%
FHC
64
First Heartland Consultants
Missouri
$998K -$103K -4,184 -9%
FSG
65
Financial Strategies Group
Michigan
$990K -$3.12K -127 -0.3%
PWP
66
Precedent Wealth Partners
Texas
$955K +$937K +38,138 New
FCM
67
Family Capital Management
Michigan
$931K +$290K +11,812 +47%
LMKC
68
L.M. Kohn & Company
Ohio
$844K +$17.1K +694 +2%
PS
69
Principal Securities
Iowa
$839K +$181K +7,357 +28%
LIS
70
Legacy Investment Solutions
Idaho
$829K +$798K +32,496 New
LWMI
71
Legacy Wealth Management (Idaho)
Idaho
$829K +$798K +32,496 New
VL
72
Vima LLC
Michigan
$781K +$170K +6,911 +28%
CP
73
Castleview Partners
Texas
$772K -$27.3K -1,113 -3%
FA
74
FSA Advisors
Michigan
$732K +$336K +13,681 +86%
AWM
75
Apollon Wealth Management
South Carolina
$719K -$75.4K -3,067 -10%
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.