We are live on ! Find out more
BUFQ icon

FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

97 hedge funds and large institutions have $561M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

263% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 16

32% more capital invested

Capital invested by funds: $427M → $561M (+$134M)

11% more funds holding

Funds holding: 87 → 97 (+10)

1.22% more ownership

Funds ownership: 85.6% → 86.82% (+1.2%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
16
Increased
58
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$27.1M
2
LPL Financial
LPL Financial
California
+$21.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
4
CAM
Creekmur Asset Management
Illinois
+$10.8M
5
CWA
Centennial Wealth Advisory
Michigan
+$9.9M

Top Sellers

Rank Fund Capital Flow
1
FIS
Fischer Investment Strategies
California
-$4.28M
2
GLA
Good Life Advisors
Pennsylvania
-$4.27M
3
PGWM
Pitti Group Wealth Management
New York
-$3.86M
4
CAM
Concorde Asset Management
Michigan
-$2.33M
5
GIA
Gladstone Institutional Advisory
Florida
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$4.64M +$1.76M +61,408 +64%
IWC
27
Integrated Wealth Concepts
Massachusetts
$4.47M +$353K +12,306 +9%
EA
28
Ergawealth Advisors
Illinois
$4.22M +$3.37M +117,630 +467%
WEG
29
World Equity Group
Illinois
$4M -$137K -4,768 -3%
M1FG
30
Mach-1 Financial Group
Arkansas
$3.19M -$1.26M -44,040 -29%
CCG
31
Capital CS Group
California
$3.12M -$577K -20,120 -16%
PAG
32
Private Advisor Group
New Jersey
$3.06M -$174K -6,060 -6%
CAM
33
Concorde Asset Management
Michigan
$2.85M -$2.33M -81,450 -46%
Truist Financial
34
Truist Financial
North Carolina
$2.8M +$1.47M +51,294 +118%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.65M +$476K +16,602 +23%
TPWA
36
Twin Peaks Wealth Advisors
California
$2.5M +$435K +15,172 +22%
FHA
37
Flagship Harbor Advisors
Massachusetts
$2.23M +$827K +28,845 +62%
ACA
38
Aptus Capital Advisors
Alabama
$2.09M +$1.07M +37,427 +113%
AWS
39
Atria Wealth Solutions
New York
$2.05M +$475K +16,561 +31%
IF
40
Intrua Financial
Texas
$2.03M +$1.6K +56 +0.1%
SPC
41
Sigma Planning Corp
Michigan
$2.03M +$309K +10,778 +19%
FGG
42
Financial Guidance Group
Florida
$1.96M +$1.07M +37,427 +129%
MFG
43
Midwest Financial Group
Kansas
$1.83M +$66.1K +2,306 +4%
IA
44
IFG Advisory
Georgia
$1.51M +$831K +28,989 +131%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$1.36M +$31.4K +1,095 +2%
GWP
46
Gateway Wealth Partners
Wisconsin
$1.2M +$413K +14,420 +55%
KPWS
47
Kestra Private Wealth Services
Texas
$1.14M -$513K -17,891 -32%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.14M +$515K +17,970 +88%
VF
49
VitalStone Financial
Texas
$1.12M -$570K -19,891 -35%
IWM
50
Iams Wealth Management
Nebraska
$983K +$721K +25,143 +310%
1
2
3 4

BUFQ Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q2 2024, worth a combined $561M — up 32% from $427M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BUFQ positions and 3 closed out — a net gain of 13 holders — while 58 added to existing stakes and 16 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $27.1M. The largest seller was Fischer Investment Strategies, cutting an estimated $4.28M.

  • 97 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q2 2024, up from 87 in Q1 2024.
  • Funds reported $561M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q2 2024, up 32% quarter-over-quarter.
  • 16 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q2 2024 and 3 closed out, a net change of +13 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q2 2024 was Kestra Advisory Services, an estimated $27.1M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q2 2024 was Fischer Investment Strategies, an estimated $4.28M sold.

Based on aggregated 13F filings for Q2 2024.