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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
Creative Planning
126
Creative Planning
Kansas
$245K +$240K +9,787 New
DFA
127
DHJJ Financial Advisors
Illinois
$238K -$6.39K -260 -3%
IAP
128
Indie Asset Partners
Indiana
$238K +$30.7K +1,250 +15%
CIG
129
Cascade Investment Group
Colorado
$234K +$23.5K +957 +11%
TPWA
130
Twin Peaks Wealth Advisors
California
$227K – – –
EFS
131
Essex Financial Services
Connecticut
$224K +$217K +8,852 New
PFS
132
Prospera Financial Services
Texas
$222K -$1.26M -51,449 -85%
PCG
133
Prosperity Consulting Group
Maryland
$217K +$213K +8,677 New
Jane Street
134
Jane Street
New York
$217K +$213K +8,670 New
EMAM
135
Encompass More Asset Management
California
$204K +$200K +8,146 New
PTC
136
Private Trust Company
Ohio
$159K +$10.2K +416 +7%
CFGS
137
Concourse Financial Group Securities
Alabama
$98.4K -$423K -17,226 -81%
AWM
138
Avior Wealth Management
Nebraska
$81.6K -$58.2K -2,369 -42%
Wells Fargo
139
Wells Fargo
California
$41.4K +$40.7K +1,655 New
AssetMark Inc
140
AssetMark Inc
California
$36.2K -$9.19K -374 -21%
CFD
141
Creative Financial Designs
Indiana
$35.9K – – –
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$34.7K -$78.4K -3,192 -70%
GWM
143
Geneos Wealth Management
Colorado
$30.9K +$30.3K +1,234 New
LFG
144
Larson Financial Group
Missouri
$30.5K – – –
ACA
145
Aptus Capital Advisors
Alabama
$28.8K – – –
Morgan Stanley
146
Morgan Stanley
New York
$28.8K +$1.72K +70 +6%
JIP
147
Jaffetilchin Investment Partners
Florida
$21.8K +$21.4K +871 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$12.4K +$12.1K +494 New
AFG
149
Albion Financial Group
Utah
$8.96K – – –
BBPWM
150
Blue Bell Private Wealth Management
Pennsylvania
$5.88K – – –
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.