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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
LPL Financial
1
LPL Financial
California
$138M +$29.9M +1,218,176 +28%
GHA
2
GW Henssler & Associates
Georgia
$102M +$569K +23,174 +0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$83.1M +$4.25M +173,060 +6%
CWA
4
Centennial Wealth Advisory
Michigan
$45.6M -$785K -31,954 -2%
CAM
5
Creekmur Asset Management
Illinois
$34.1M +$2.2M +89,379 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$28.3M +$6.34M +257,918 +30%
Truist Financial
7
Truist Financial
North Carolina
$24.3M +$1.22M +49,790 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$20.8M +$679K +27,632 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.9M +$511K +20,801 +3%
CAAS
10
Capital Asset Advisory Services
Michigan
$17.6M +$1.89M +77,090 +12%
BCM
11
Brookstone Capital Management
Illinois
$17.3M -$565K -23,005 -3%
AWM
12
Axxcess Wealth Management
California
$16.6M -$7.42M -302,143 -31%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15.4M -$296K -12,045 -2%
NA
14
NewEdge Advisors
Louisiana
$14.9M +$1.09M +44,296 +8%
MML Investors Services
15
MML Investors Services
Massachusetts
$14.7M +$477K +19,418 +3%
SWP
16
Stratos Wealth Partners
Ohio
$10.8M +$825K +33,565 +8%
MAM
17
Milestone Asset Management
Pennsylvania
$10.6M +$520K +21,149 +5%
PAG
18
Private Advisor Group
New Jersey
$9.98M -$650K -26,447 -6%
HI
19
Harbour Investments
Wisconsin
$9.93M +$785K +31,960 +9%
CAS
20
Coppell Advisory Solutions
Texas
$9.71M +$2.56M +104,143 +37%
SPI
21
Santori & Peters Inc
Pennsylvania
$9.49M -$388K -15,799 -4%
BTWM
22
Brass Tax Wealth Management
Ohio
$8.99M +$749K +30,467 +9%
TC
23
TownSquare Capital
Utah
$8.77M -$231K -9,408 -3%
Mariner
24
Mariner
Kansas
$7.76M +$1.03M +41,737 +16%
CW
25
CreativeOne Wealth
Kansas
$7.15M +$841K +34,236 +14%
1
2 3 4 5

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.