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FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

87 hedge funds and large institutions have $427M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

35% more capital invested

Capital invested by funds: $316M → $427M (+$111M)

24% more funds holding

Funds holding: 70 → 87 (+17)

4.14% less ownership

Funds ownership: 89.74% → 85.6% (-4.1%)

Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.25%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
26
Increased
46
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$47.4M
2
FIS
Fischer Investment Strategies
California
+$14.4M
3
CA
Cetera Advisors
Colorado
+$7.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.34M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$26.5M
2
CW
CreativeOne Wealth
Kansas
-$4.8M
3
PWA
PCG Wealth Advisors
Kansas
-$3.83M
4
CAM
Creekmur Asset Management
Illinois
-$3.27M
5
RA
RiverTree Advisors
Florida
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$3.93M +$2.54M +91,720 +195%
PGWM
27
Pitti Group Wealth Management
New York
$3.86M +$3.76M +135,806 New
CCG
28
Capital CS Group
California
$3.56M +$1.18M +42,446 +51%
PAG
29
Private Advisor Group
New Jersey
$3.11M +$765K +27,585 +34%
EH
30
Equitable Holdings
New York
$2.71M +$2.38M +85,903 +896%
CAN
31
Cetera Advisor Networks
California
$2.11M +$1.2M +43,241 +138%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.07M +$2.03M +73,115 New
TPWA
33
Twin Peaks Wealth Advisors
California
$1.96M +$466K +16,797 +32%
IF
34
Intrua Financial
Texas
$1.94M +$1.9M +68,616 New
MFG
35
Midwest Financial Group
Kansas
$1.69M +$1.65M +59,489 New
SPC
36
Sigma Planning Corp
Michigan
$1.64M +$928K +33,474 +137%
VF
37
VitalStone Financial
Texas
$1.63M +$458K +16,534 +40%
KPWS
38
Kestra Private Wealth Services
Texas
$1.6M +$255K +9,207 +19%
AWS
39
Atria Wealth Solutions
New York
$1.5M +$747K +26,944 +104%
FHA
40
Flagship Harbor Advisors
Massachusetts
$1.32M +$387K +13,980 +43%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$9.15K +330 +0.7%
Truist Financial
42
Truist Financial
North Carolina
$1.23M +$766K +27,644 +175%
ACA
43
Aptus Capital Advisors
Alabama
$940K +$920K +33,190 New
CW
44
CreativeOne Wealth
Kansas
$844K -$4.8M -173,052 -85%
FGG
45
Financial Guidance Group
Florida
$822K +$47.1K +1,700 +6%
AWA
46
Arkadios Wealth Advisors
Georgia
$793K -$28.7K -1,037 -4%
HI
47
Harbour Investments
Wisconsin
$768K +$390K +14,077 +108%
TWM
48
Tradition Wealth Management
Minnesota
$745K +$32.1K +1,160 +5%
GWP
49
Gateway Wealth Partners
Wisconsin
$740K +$724K +26,131 New
EA
50
Ergawealth Advisors
Illinois
$713K +$698K +25,173 New
1
2
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BUFQ Hedge Fund Activity: Q1 2024 in Review

87 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q1 2024, worth a combined $427M — up 35% from $316M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BUFQ positions and 9 closed out — a net gain of 17 holders — while 46 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $47.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $26.5M sold.

  • 87 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q1 2024, up from 70 in Q4 2023.
  • Funds reported $427M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q1 2024, up 35% quarter-over-quarter.
  • 26 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q1 2024 and 9 closed out, a net change of +17 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q1 2024 was LPL Financial, an estimated $47.4M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q1 2024 was AE Wealth Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2024.