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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
TC
51
TownSquare Capital
Utah
$456K +$49K +2,241 +12%
Citadel Advisors
52
Citadel Advisors
Florida
$446K -$65.4K -2,991 -13%
TWM
53
Tradition Wealth Management
Minnesota
$398K +$15.3K +700 +4%
AWM
54
Avior Wealth Management
Nebraska
$361K -$181K -8,265 -34%
AT
55
American Trust
Kentucky
$338K +$44.4K +2,030 +16%
KWM
56
KFG Wealth Management
Indiana
$290K -$12.3K -561 -4%
BCM
57
Brookstone Capital Management
Illinois
$277K +$831 +38 +0.3%
CF
58
Centaurus Financial
California
$269K +$4.29K +196 +2%
SFS
59
Sowell Financial Services
Arkansas
$263K -$15.6K -711 -6%
SVWAG
60
Sound View Wealth Advisors Group
Georgia
$262K -$296K -13,533 -54%
HAS
61
HBW Advisory Services
California
$247K – – –
WS
62
Wedbush Securities
California
$220K +$214K +9,765 New
MFG
63
Merit Financial Group
Georgia
$219K – – –
RCM
64
Raleigh Capital Management
North Carolina
$218K +$212K +9,698 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$211K +$205K +9,376 New
SOS
66
Silver Oak Securities
Tennessee
$197K -$382K -17,462 -67%
KFS
67
Kelly Financial Services
Massachusetts
$97.1K -$4.79K -219 -5%
CFGS
68
Concourse Financial Group Securities
Alabama
$92.1K – – –
NA
69
NewEdge Advisors
Louisiana
$78.8K -$32.8K -1,500 -30%
RFG
70
REAP Financial Group
Texas
$56.3K -$963 -44 -2%
IA
71
IFP Advisors
Florida
$51.1K – – –
UBS Group
72
UBS Group
Switzerland
$2.9K -$23.5K -1,076 -89%
CPA
73
Clear Point Advisors
New York
$2.25K – – –
US Bancorp
74
US Bancorp
Minnesota
$1.28K +$1.25K +57 New
AWM
75
AE Wealth Management
Kansas
– -$3.23M -149,566 Closed
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.