We are live on ! Find out more
BUFG icon

FT Vest Buffered Allocation Growth ETF
BUFG

83 hedge funds and large institutions have $191M invested in FT Vest Buffered Allocation Growth ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

7% more capital invested

Capital invested by funds: $179M → $191M (+$11.6M)

6% more funds holding

Funds holding: 78 → 83 (+5)

0.84% more ownership

Funds ownership: 78.5% → 79.34% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
32
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.85M
2
CWA
Centennial Wealth Advisory
Michigan
+$2.03M
3
PAG
Private Advisor Group
New Jersey
+$1.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.34M
5
AWA
Authentikos Wealth Advisory
California
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.42M
2
HI
Harbour Investments
Wisconsin
-$2.33M
3
Citadel Advisors
Citadel Advisors
Florida
-$880K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$787K
5
OMC
Old Mission Capital
Illinois
-$644K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$597K +$581K +24,780 New
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$584K -$3K -128 -0.5%
CCFM
53
Clear Creek Financial Management
Washington
$571K – – –
SPC
54
Sigma Planning Corp
Michigan
$558K -$6.57K -280 -1%
DFA
55
DHJJ Financial Advisors
Illinois
$541K -$6.92K -295 -1%
TWM
56
TCFG Wealth Management
California
$534K +$520K +22,148 New
Mariner
57
Mariner
Kansas
$408K +$397K +16,913 New
AWM
58
Avior Wealth Management
Nebraska
$392K +$4.62K +197 +1%
CF
59
Centaurus Financial
California
$337K +$34.7K +1,480 +12%
PAS
60
Park Avenue Securities
New York
$322K -$328K -13,964 -51%
SAW
61
Signal Advisors Wealth
Michigan
$318K +$310K +13,195 New
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$312K -$14.1K -600 -4%
FWM
63
Foguth Wealth Management
Michigan
$311K +$303K +12,937 New
KWM
64
KFG Wealth Management
Indiana
$311K – – –
BCM
65
Brookstone Capital Management
Illinois
$284K +$1.41K +60 +0.5%
HAS
66
HBW Advisory Services
California
$279K – – –
MFG
67
Merit Financial Group
Georgia
$236K – – –
PA
68
PFG Advisors
Arizona
$228K +$222K +9,462 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$226K – – –
CW
70
CreativeOne Wealth
Kansas
$222K +$216K +9,213 New
WS
71
Wedbush Securities
California
$211K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$101K – – –
SS
73
Sunbelt Securities
Texas
$65.9K +$64.1K +2,732 New
UBS Group
74
UBS Group
Switzerland
$64.9K +$11.6K +494 +22%
IA
75
IFP Advisors
Florida
$59.5K +$4.69K +200 +9%
1 2
3
4

BUFG Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Growth ETF (BUFG) for Q3 2024, worth a combined $191M — up 6.5% from $179M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BUFG positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.85M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.42M.

  • 83 institutional investors held FT Vest Buffered Allocation Growth ETF (BUFG) as of Q3 2024, up from 78 in Q2 2024.
  • Funds reported $191M of FT Vest Buffered Allocation Growth ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 15 funds opened new FT Vest Buffered Allocation Growth ETF positions in Q3 2024 and 9 closed out, a net change of +6 holders.
  • The largest FT Vest Buffered Allocation Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $2.85M added.
  • The largest FT Vest Buffered Allocation Growth ETF seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $4.42M sold.

Based on aggregated 13F filings for Q3 2024.