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FT Vest Buffered Allocation Growth ETF
BUFG

75 hedge funds and large institutions have $165M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $147M → $165M (+$18M)

7% more funds holding

Funds holding: 70 → 75 (+5)

0.73% less ownership

Funds ownership: 82.43% → 81.7% (-0.73%)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
39
Reduced
24
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.83M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.55M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.65M
4
CA
Cetera Advisors
Colorado
+$2.04M
5
FL
FreeGulliver LLC
Louisiana
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
-$11.4M
2
AWM
AE Wealth Management
Kansas
-$3.23M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.66M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.4M
5
WEG
World Equity Group
Illinois
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
26
Personal CFO Solutions
New Jersey
$1.64M +$340K +15,547 +27%
CWA
27
Centennial Wealth Advisory
Michigan
$1.4M +$474K +21,675 +53%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.37M +$757K +34,587 +132%
KWA
29
Kingswood Wealth Advisors
California
$1.34M +$9.21K +421 +0.7%
AI
30
Atria Investments
North Carolina
$1.24M +$22.1K +1,012 +2%
KAS
31
Kestra Advisory Services
Texas
$1.23M +$182K +8,333 +18%
FGG
32
Financial Guidance Group
Florida
$1.13M +$36K +1,645 +3%
FPWM
33
FSB Premier Wealth Management
Iowa
$1.09M +$131 +6 +0%
AAS
34
Ameritas Advisory Services
Nebraska
$833K +$819K +37,430 New
HIS
35
Harvest Investment Services
Illinois
$788K +$7.07K +323 +0.9%
JIP
36
Jaffetilchin Investment Partners
Florida
$742K -$178K -8,119 -20%
GWP
37
Gateway Wealth Partners
Wisconsin
$717K +$697K +31,851 New
RC
38
Rovin Capital
Arizona
$702K +$131K +5,995 +24%
AWS
39
Atria Wealth Solutions
New York
$681K +$33.8K +1,546 +5%
GWANC
40
Guardian Wealth Advisors (North Carolina)
North Carolina
$649K -$296K -13,540 -32%
RIA
41
Regal Investment Advisors
Michigan
$629K +$218K +9,980 +56%
OBWG
42
Onyx Bridge Wealth Group
New York
$622K -$43.4K -1,985 -7%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$586K -$70.8K -3,235 -11%
IWM
44
Iams Wealth Management
Nebraska
$568K – – –
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$568K +$33.8K +1,546 +7%
SPC
46
Sigma Planning Corp
Michigan
$559K +$326K +14,900 +150%
CCFM
47
Clear Creek Financial Management
Washington
$545K +$13.1K +600 +3%
DFA
48
DHJJ Financial Advisors
Illinois
$528K -$3.28K -150 -0.6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$514K -$470K -21,478 -48%
FNWA
50
Financial Network Wealth Advisors
Utah
$456K +$49K +2,241 +12%
1
2
3 4

BUFG Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q1 2024, worth a combined $165M — up 12% from $147M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BUFG positions and 1 closed out — a net gain of 5 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.83M. The largest seller was Stephens Inc, cutting an estimated $11.4M.

  • 75 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q1 2024, up from 70 in Q4 2023.
  • Funds reported $165M of FT Vest Buffered Allocation Growth ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 6 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q1 2024 and 1 closed out, a net change of +5 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q1 2024 was LPL Financial, an estimated $7.83M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q1 2024 was Stephens Inc, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2024.