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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
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$565K -$19.6K -869 -3%
CCFM
52
Clear Creek Financial Management
Washington
$550K -$11.3K -500 -2%
SPC
53
Sigma Planning Corp
Michigan
$543K -$32.1K -1,420 -6%
DFA
54
DHJJ Financial Advisors
Illinois
$528K -$16.1K -710 -3%
AAS
55
Avantax Advisory Services
Texas
$523K +$510K +22,544 New
TWM
56
Tradition Wealth Management
Minnesota
$486K +$73.2K +3,239 +18%
AWM
57
Avior Wealth Management
Nebraska
$372K
PFS
58
Prospera Financial Services
Texas
$331K +$322K +14,264 New
GWANC
59
Guardian Wealth Advisors (North Carolina)
North Carolina
$314K -$345K -15,273 -53%
KWM
60
KFG Wealth Management
Indiana
$299K
CF
61
Centaurus Financial
California
$290K +$12.4K +550 +5%
BCM
62
Brookstone Capital Management
Illinois
$275K -$12.9K -569 -5%
SVWAG
63
Sound View Wealth Advisors Group
Georgia
$270K
HAS
64
HBW Advisory Services
California
$269K
MFG
65
Merit Financial Group
Georgia
$228K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$218K
WS
67
Wedbush Securities
California
$203K -$22.6K -1,000 -10%
SOS
68
Silver Oak Securities
Tennessee
$185K -$17.3K -767 -9%
CB
69
Chris Bulman
California
$140K +$137K +6,048 New
KFS
70
Kelly Financial Services
Massachusetts
$103K +$3.05K +135 +3%
CFGS
71
Concourse Financial Group Securities
Alabama
$97.4K +$2.42K +107 +3%
TFGT
72
TS Financial Group (TSFG)
Illinois
$82K +$80.2K +3,546 New
RFG
73
REAP Financial Group
Texas
$57K -$950 -42 -2%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$57K +$54.8K +2,422 +16,147%
IA
75
IFP Advisors
Florida
$52.6K

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.