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FT Vest Fund of Deep Buffer ETFs
BUFD

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: 127 → 136 (+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: 7 → 7 (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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$16.4M
2
BCM
Brookstone Capital Management
Illinois
+$15.1M
3
CAM
Creekmur Asset Management
Illinois
+$10.9M
4
MAM
Milestone Asset Management
Pennsylvania
+$9.62M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.89M

Top Sellers

Rank Fund Capital Flow
1
FAIM
Financial Advocates Investment Management
Washington
-$7.02M
2
CAAS
Capital Asset Advisory Services
Michigan
-$6.23M
3
PAG
Private Advisor Group
New Jersey
-$5.69M
4
ACM
Andina Capital Management
Utah
-$5.34M
5
CWA
Centennial Wealth Advisory
Michigan
-$4.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Sanctuary Wealth Management
Idaho
$313K – – –
EWM
102
Echo Wealth Management
Minnesota
$309K +$10.9K +457 +4%
MCWS
103
McKinley Carter Wealth Services
West Virginia
$285K – – –
AWAP
104
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$281K – – –
SA
105
Sanctuary Advisors
Indiana
$279K +$282K +11,850 New
RIA
106
Regal Investment Advisors
Michigan
$276K – – –
PCA
107
Pallas Capital Advisors
Massachusetts
$264K -$24.2K -1,017 -9%
CCFM
108
Clear Creek Financial Management
Washington
$258K -$45.3K -1,900 -15%
BCI
109
Brinker Capital Investments
Pennsylvania
$244K +$239K +10,042 New
OPS
110
Orion Portfolio Solutions
Nebraska
$244K +$239K +10,042 New
EWM
111
EPG Wealth Management
Georgia
$243K -$238K -10,000 Closed
DFA
112
DHJJ Financial Advisors
Illinois
$237K -$5.72K -240 -2%
MAG
113
Mayfair Advisory Group
Alabama
$228K +$222K +9,300 New
HAS
114
HBW Advisory Services
California
$227K +$222K +9,327 New
PWM
115
Perigon Wealth Management
California
$227K +$222K +9,316 New
TPWA
116
Twin Peaks Wealth Advisors
California
$220K – – –
CIG
117
Cascade Investment Group
Colorado
$204K -$3.1K -130 -2%
IAP
118
Indie Asset Partners
Indiana
$201K +$197K +8,250 New
PTC
119
Private Trust Company
Ohio
$144K – – –
AWM
120
Avior Wealth Management
Nebraska
$137K +$49.1K +2,060 +58%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$111K +$109K +4,580 New
KFS
122
Kelly Financial Services
Massachusetts
$81K – – –
ATPW
123
Ashton Thomas Private Wealth
Arizona
$76.3K +$74.7K +3,136 New
SPIA
124
Steward Partners Investment Advisory
New York
$48.6K – – –
AssetMark Inc
125
AssetMark Inc
California
$44.2K -$7.81K -328 -15%
2 3 4
5
6

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.