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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
Citadel Advisors
101
Citadel Advisors
Florida
$405K -$606K -24,661 -60%
SW
102
Schulz Wealth
Texas
$395K – – –
OBWG
103
Onyx Bridge Wealth Group
New York
$382K – – –
FFN
104
Focus Financial Network
Minnesota
$376K – – –
MSAM
105
Moloney Securities Asset Management
Missouri
$372K +$365K +14,840 New
ACM
106
Andina Capital Management
Utah
$365K -$38.8K -1,581 -10%
SWM
107
Sanctuary Wealth Management
Idaho
$322K – – –
PCA
108
Pallas Capital Advisors
Massachusetts
$321K +$47.9K +1,951 +18%
EWM
109
Echo Wealth Management
Minnesota
$320K +$98 +4 +0%
SFC
110
Strategic Financial Concepts
Texas
$315K -$6.22M -252,987 -95%
SA
111
Sanctuary Advisors
Indiana
$302K – – –
AWAP
112
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$302K +$12.1K +493 +4%
Ameriprise
113
Ameriprise
Minnesota
$292K +$287K +11,663 New
QCIG
114
Quad-Cities Investment Group
Iowa
$289K -$63.7K -2,594 -18%
JP Morgan Chase
115
JP Morgan Chase
New York
$287K +$279K +11,358 +11,358%
RIA
116
Regal Investment Advisors
Michigan
$284K – – –
Goldman Sachs
117
Goldman Sachs
New York
$275K +$270K +10,991 New
RA
118
RFG Advisory
Alabama
$273K +$268K +10,893 New
SPIA
119
Steward Partners Investment Advisory
New York
$273K +$218K +8,891 +445%
CB
120
Chris Bulman
California
$267K -$229K -9,307 -47%
CCFM
121
Clear Creek Financial Management
Washington
$265K – – –
HAS
122
HBW Advisory Services
California
$260K +$25.7K +1,044 +11%
AFP
123
Ausdal Financial Partners
Iowa
$253K +$248K +10,099 New
EWM
124
EPG Wealth Management
Georgia
$250K +$246K +10,000 New
HIS
125
Harvest Investment Services
Illinois
$245K +$241K +9,791 New
3 4
5
6 7

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.