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FT Vest Fund of Deep Buffer ETFs

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: 127136 (+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: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$105M +$16.4M +688,280 +19%
GHA
2
GW Henssler & Associates
Georgia
$98.1M -$679K -28,517 -0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.5M +$8.89M +373,034 +13%
CWA
4
Centennial Wealth Advisory
Michigan
$45.1M -$4.84M -203,340 -10%
CAM
5
Creekmur Asset Management
Illinois
$30.9M +$10.9M +455,895 +56%
AWM
6
Axxcess Wealth Management
California
$23.5M +$2.65M +111,136 +13%
Truist Financial
7
Truist Financial
North Carolina
$22.4M +$1.65M +69,168 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$21.2M +$4.49M +188,349 +28%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$19.5M -$1.23M -51,634 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18.8M +$1.99M +83,489 +12%
BCM
11
Brookstone Capital Management
Illinois
$17.5M +$15.1M +634,751 +801%
CAAS
12
Capital Asset Advisory Services
Michigan
$15.4M -$6.23M -261,595 -29%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.2M -$1.94M -81,277 -11%
MML Investors Services
14
MML Investors Services
Massachusetts
$13.8M +$2.76M +116,050 +26%
NA
15
NewEdge Advisors
Louisiana
$13.4M +$5.11M +214,437 +63%
PAG
16
Private Advisor Group
New Jersey
$10.3M -$5.69M -238,860 -36%
MAM
17
Milestone Asset Management
Pennsylvania
$9.83M +$9.62M +404,043 New
SWP
18
Stratos Wealth Partners
Ohio
$9.71M +$330K +13,867 +4%
SPI
19
Santori & Peters Inc
Pennsylvania
$9.6M -$44.1K -1,853 -0.5%
HI
20
Harbour Investments
Wisconsin
$8.86M +$2.69M +113,023 +45%
TC
21
TownSquare Capital
Utah
$8.74M -$1.64M -68,739 -16%
BTWM
22
Brass Tax Wealth Management
Ohio
$7.99M +$784K +32,898 +11%
CAS
23
Coppell Advisory Solutions
Texas
$6.91M +$6.77M +284,177 New
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$6.71M -$172K -7,226 -3%
Mariner
25
Mariner
Kansas
$6.52M +$347K +14,574 +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.