FT Vest Buffered Allocation Growth ETF
BUFG
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.
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: 2 → 3 (+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: 75 → 78 (+3)
3.2% less ownership
Funds ownership: 81.7% → 78.5% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$8.52M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.08M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.82M |
| 4 |
FL
FreeGulliver LLC
New Orleans,
Louisiana
|
+$1.61M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$2.18M |
| 2 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$1.89M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.85M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.84M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$681K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
UBS Group
Zurich,
Switzerland
| $50.9K | +$46.7K | +2,067 | +1,602% |
|
|
RCM
77
Raleigh Capital Management
Cary,
North Carolina
| $11.9K | -$208K | -9,185 | -95% |
|
|
CPA
78
Clear Point Advisors
Melville,
New York
| $2.32K | – | – | – |
|
|
AWA
79
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$2.18M | -96,906 | Closed |
|
|
SI
80
Stephens Inc
Little Rock,
Arkansas
| – | -$1.84M | -81,559 | Closed |
|
|
AT
81
American Trust
Lexington,
Kentucky
| – | -$338K | -15,019 | Closed |
|
|
SFS
82
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$263K | -11,694 | Closed |
|
|
NA
83
NewEdge Advisors
New Orleans,
Louisiana
| – | -$78.8K | -3,500 | Closed |
|
84
US Bancorp
Minneapolis,
Minnesota
| – | -$1.28K | -57 | Closed |
|
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.