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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.

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: 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%)

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
–

Top Buyers

1
CWA
Centennial Wealth Advisory
Michigan
+$8.52M
2
LPL Financial
LPL Financial
California
+$3.08M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.82M
4
FL
FreeGulliver LLC
Louisiana
+$1.61M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.14M

Top Sellers

1
AWA
Authentikos Wealth Advisory
California
-$2.18M
2
IGWM
ICA Group Wealth Management
Colorado
-$1.89M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.85M
4
SI
Stephens Inc
Arkansas
-$1.84M
5
Osaic Holdings
Osaic Holdings
Arizona
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$22.7M +$2.82M +124,725 +15%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$18.3M +$464K +20,533 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17M +$830K +36,711 +5%
LPL Financial
4
LPL Financial
California
$12.8M +$3.08M +136,309 +33%
CWA
5
Centennial Wealth Advisory
Michigan
$10.2M +$8.52M +376,847 +605%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.04M -$119K -5,249 -1%
SF
7
Synovus Financial
Georgia
$6.07M +$202K +8,927 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.15M -$681K -30,139 -12%
FL
9
FreeGulliver LLC
Louisiana
$4.67M +$1.61M +71,290 +55%
PGWM
10
Pitti Group Wealth Management
New York
$4.66M -$10.3K -455 -0.2%
WEG
11
World Equity Group
Illinois
$4.28M -$292K -12,920 -7%
AssetMark Inc
12
AssetMark Inc
California
$3.75M +$426K +18,840 +13%
IWC
13
Integrated Wealth Concepts
Massachusetts
$3.38M -$80.6K -3,565 -2%
ASN
14
Advisory Services Network
Georgia
$3.04M -$35.4K -1,564 -1%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3M -$1.85M -81,689 -39%
HI
16
Harbour Investments
Wisconsin
$2.96M -$38.8K -1,714 -1%
EA
17
Ellsworth Advisors
Ohio
$2.6M +$72K +3,183 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.58M +$1.14M +50,398 +83%
VBFP
19
Valtinson Bruner Financial Planning
Minnesota
$2.47M -$25.6K -1,133 -1%
GWM
20
Geneos Wealth Management
Colorado
$2.28M +$224K +9,925 +11%
LCM
21
Lunt Capital Management
Utah
$2.25M +$93.2K +4,121 +4%
PCS
22
Personal CFO Solutions
New Jersey
$1.77M +$76.6K +3,388 +5%
ACA
23
Aptus Capital Advisors
Alabama
$1.77M -$660K -29,195 -28%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.61M +$1.06M +46,741 +205%
AAS
25
Ameritas Advisory Services
Nebraska
$1.48M +$596K +26,350 +70%
1
2 3 4

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.