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FT Vest Fund of Deep Buffer ETFs

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: 116127 (+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: 87 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$95.9M +$2.59M +112,074 +3%
LPL Financial
2
LPL Financial
California
$85.4M +$5.72M +247,144 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.4M +$630K +27,213 +1%
CWA
4
Centennial Wealth Advisory
Michigan
$48.5M +$366K +15,821 +0.8%
CAAS
5
Capital Asset Advisory Services
Michigan
$21M +$4.01M +173,340 +24%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$20.2M +$9.64M +416,718 +95%
AWM
7
Axxcess Wealth Management
California
$20.2M +$3.95M +170,511 +25%
Truist Financial
8
Truist Financial
North Carolina
$20.1M +$807K +34,863 +4%
CAM
9
Creekmur Asset Management
Illinois
$19.2M -$3.12M -134,987 -14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$16.7M -$7.81M -337,459 -32%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.3M -$2.71M -117,120 -14%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.2M -$15.3M -659,432 -49%
PAG
13
Private Advisor Group
New Jersey
$15.7M +$18.8K +813 +0.1%
MML Investors Services
14
MML Investors Services
Massachusetts
$10.7M +$324K +13,981 +3%
TC
15
TownSquare Capital
Utah
$10.1M +$9.91M +428,236 New
SPI
16
Santori & Peters Inc
Pennsylvania
$9.36M -$92.7K -4,004 -1%
SWP
17
Stratos Wealth Partners
Ohio
$9.09M +$3.89M +168,321 +78%
CA
18
Cetera Advisors
Colorado
$8.6M +$505K +21,807 +6%
NA
19
NewEdge Advisors
Louisiana
$7.97M +$252K +10,878 +3%
FAIM
20
Financial Advocates Investment Management
Washington
$7.02M -$2.25M -97,135 -25%
BTWM
21
Brass Tax Wealth Management
Ohio
$6.98M +$6.84M +295,743 New
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$6.68M -$3.67M -158,559 -36%
CAN
23
Cetera Advisor Networks
California
$6.16M +$2.75M +118,689 +83%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$6.15M -$10.7M -462,963 -64%
Mariner
25
Mariner
Kansas
$5.98M +$2.58M +111,584 +79%

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.