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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
BCI
76
Brinker Capital Investments
Pennsylvania
$716K +$456K +18,561 +185%
OPS
77
Orion Portfolio Solutions
Nebraska
$716K +$456K +18,561 +185%
CA
78
Claro Advisors
Massachusetts
$697K -$2.11K -86 -0.3%
NS
79
NBC Securities
Alabama
$695K -$49.5K -2,013 -7%
EC
80
EdgeRock Capital
Colorado
$689K – – –
CAL
81
Capital Analysts LLC
Pennsylvania
$668K -$32.9K -1,341 -5%
BEI
82
Benjamin Edwards Inc
Missouri
$665K +$653K +26,571 New
LSA
83
Lion Street Advisors
Texas
$657K – – –
AAS
84
Ameritas Advisory Services
Nebraska
$653K -$150K -6,090 -19%
IA
85
IFP Advisors
Florida
$650K +$221K +9,013 +53%
DAS
86
Dynamic Advisor Solutions
Arizona
$647K -$121K -4,916 -16%
OMC
87
Old Mission Capital
Illinois
$602K +$591K +24,035 New
CFG
88
Cooper Financial Group
California
$586K -$65.1K -2,650 -10%
MAG
89
Mayfair Advisory Group
Alabama
$570K +$330K +13,424 +144%
AIFAIM
90
American Institute for Advanced Investment Management
Arizona
$566K +$135K +5,495 +32%
BRWA
91
B. Riley Wealth Advisors
Florida
$557K +$546K +22,242 New
CA
92
Cambridge Advisors
Nebraska
$553K -$12.3K -500 -2%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$549K +$251K +10,200 +87%
C
94
CEDRUS
Colorado
$540K +$530K +21,552 New
VF
95
VitalStone Financial
Texas
$531K +$50.5K +2,057 +11%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$513K -$34K -1,385 -6%
MA
97
Mutual Advisors
Nebraska
$482K -$343K -13,971 -42%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$451K -$1.03M -41,964 -70%
KPWS
99
Kestra Private Wealth Services
Texas
$431K -$72.6K -2,954 -15%
GLA
100
Good Life Advisors
Pennsylvania
$415K – – –
2 3
4
5 6

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.