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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
PCA
101
Pallas Capital Advisors
Massachusetts
$279K -$36.5K -1,578 -12%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$276K +$20.4K +880 +8%
AWAP
103
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$272K – – –
RIA
104
Regal Investment Advisors
Michigan
$268K – – –
NEWAS
105
N.E.W. Advisory Services
Wisconsin
$253K -$270K -11,678 -52%
HF
106
HRT Financial
New York
$243K +$239K +10,325 New
DFA
107
DHJJ Financial Advisors
Illinois
$236K -$11.3K -490 -5%
EWM
108
EPG Wealth Management
Georgia
$236K – – –
QCIG
109
Quad-Cities Investment Group
Iowa
$223K +$219K +9,443 New
ACP
110
Aveo Capital Partners
Colorado
$217K +$212K +9,172 New
TPWA
111
Twin Peaks Wealth Advisors
California
$213K – – –
CIG
112
Cascade Investment Group
Colorado
$201K +$197K +8,531 New
PTC
113
Private Trust Company
Ohio
$140K -$10.3K -446 -7%
AWM
114
Avior Wealth Management
Nebraska
$84.2K – – –
KFS
115
Kelly Financial Services
Massachusetts
$78.6K -$6.87K -297 -8%
IGWM
116
ICA Group Wealth Management
Colorado
$61.3K +$60.2K +2,600 New
AssetMark Inc
117
AssetMark Inc
California
$50.6K +$35.1K +1,517 +241%
SPIA
118
Steward Partners Investment Advisory
New York
$47.2K – – –
CFD
119
Creative Financial Designs
Indiana
$33.9K – – –
LFG
120
Larson Financial Group
Missouri
$28.8K – – –
AF
121
Allworth Financial
California
$27.7K +$27.1K +1,173 New
ACA
122
Aptus Capital Advisors
Alabama
$27.1K +$6.94K +300 +35%
Morgan Stanley
123
Morgan Stanley
New York
$25.5K -$25K -1,080 -50%
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$5.54K – – –
CPA
125
Clear Point Advisors
New York
$2.36K – – –
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.