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FT Vest Buffered Allocation Growth ETF

78 hedge funds and large institutions have $179M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $165M → $179M (+$14.4M)

4% more funds holding

Funds holding: 7578 (+3)

3.2% less ownership

Funds ownership: 81.7%78.5% (-3.2%)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
30
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
26
Kingswood Wealth Advisors
California
$1.34M -$40.3K -1,782 -3%
AI
27
Atria Investments
North Carolina
$1.27M -$9.54K -422 -0.8%
FPWM
28
FSB Premier Wealth Management
Iowa
$1.25M +$127K +5,639 +12%
KAS
29
Kestra Advisory Services
Texas
$1.21M -$55.9K -2,473 -5%
IGWM
30
ICA Group Wealth Management
Colorado
$1.17M -$1.89M -83,577 -62%
PAG
31
Private Advisor Group
New Jersey
$1.13M +$1.1M +48,660 New
CA
32
CoreCap Advisors
Michigan
$1.02M +$997K +44,097 New
RC
33
Rovin Capital
Arizona
$992K +$262K +11,576 +37%
FGG
34
Financial Guidance Group
Florida
$926K -$229K -10,130 -20%
Citadel Advisors
35
Citadel Advisors
Florida
$880K +$410K +18,129 +92%
HIS
36
Harvest Investment Services
Illinois
$855K +$42.8K +1,892 +5%
RIA
37
Regal Investment Advisors
Michigan
$819K +$167K +7,375 +26%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$806K +$786K +34,759 New
FNWA
39
Financial Network Wealth Advisors
Utah
$801K +$323K +14,295 +71%
TC
40
TownSquare Capital
Utah
$801K +$323K +14,295 +71%
JIP
41
Jaffetilchin Investment Partners
Florida
$790K +$24.9K +1,103 +3%
SA
42
Sanctuary Advisors
Indiana
$789K +$803K +35,497 New
GWP
43
Gateway Wealth Partners
Wisconsin
$757K +$17.7K +784 +2%
AWS
44
Atria Wealth Solutions
New York
$681K -$19.6K -869 -3%
OBWG
45
Onyx Bridge Wealth Group
New York
$650K
OMC
46
Old Mission Capital
Illinois
$644K +$628K +27,772 New
PAS
47
Park Avenue Securities
New York
$634K +$618K +27,326 New
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$601K -$2.06K -91 -0.3%
IWM
49
Iams Wealth Management
Nebraska
$598K
BPWM
50
Black Point Wealth Management
Florida
$588K +$573K +25,325 New

BUFG Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q2 2024, worth a combined $179M — up 8.7% from $165M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BUFG positions and 6 closed out — a net gain of 5 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was Centennial Wealth Advisory, adding an estimated $8.52M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $2.18M sold.

  • 78 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q2 2024, up from 75 in Q1 2024.
  • Funds reported $179M of FT Vest Buffered Allocation Growth ETF stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 11 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q2 2024 and 6 closed out, a net change of +5 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q2 2024 was Centennial Wealth Advisory, an estimated $8.52M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q2 2024 was Authentikos Wealth Advisory, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2024.