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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
CA
76
Cambridge Advisors
Nebraska
$564K -$255 -11 -0%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$552K -$4.54K -196 -0.8%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$550K +$27.1K +1,171 +5%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$537K +$57.8K +2,496 +12%
Citadel Advisors
80
Citadel Advisors
Florida
$510K -$229K -9,890 -31%
SW
81
Simplicity Wealth
New Jersey
$485K +$475K +20,543 New
FCM
82
Family Capital Management
Michigan
$477K +$72.6K +3,139 +18%
KPWS
83
Kestra Private Wealth Services
Texas
$465K -$64.8K -2,802 -12%
IWM
84
IHT Wealth Management
Illinois
$460K +$451K +19,486 New
TSWM
85
Tyler-Stone Wealth Management
Ohio
$444K +$422K +18,233 +3,039%
CFGS
86
Concourse Financial Group Securities
Alabama
$436K -$112K -4,836 -21%
OBWG
87
Onyx Bridge Wealth Group
New York
$427K -$38.3K -1,655 -8%
VF
88
VitalStone Financial
Texas
$420K +$412K +17,786 New
IA
89
IFP Advisors
Florida
$413K -$26.5K -1,147 -6%
FA
90
FSA Advisors
Michigan
$385K +$5.42K +234 +1%
CA
91
CoreCap Advisors
Michigan
$381K +$374K +16,143 New
SW
92
Schulz Wealth
Texas
$372K -$323K -13,948 -47%
SFC
93
Strategic Financial Concepts
Texas
$368K +$361K +15,599 New
IAN
94
Integrated Advisors Network
Texas
$362K +$59.2K +2,557 +20%
PS
95
Principal Securities
Iowa
$355K +$141K +6,086 +68%
FFN
96
Focus Financial Network
Minnesota
$350K – – –
GLA
97
Good Life Advisors
Pennsylvania
$349K +$343K +14,809 New
SWM
98
Sanctuary Wealth Management
Idaho
$303K – – –
CCFM
99
Clear Creek Financial Management
Washington
$295K -$2.46M -106,269 -89%
EWM
100
Echo Wealth Management
Minnesota
$289K +$9.88K +427 +4%
2 3
4
5 6

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.