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FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

111 hedge funds and large institutions have $620M invested in FT Vest Fund of Nasdaq-100 Buffer ETFs in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

176% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 21

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more funds holding

Funds holding: 97 → 111 (+14)

11% more capital invested

Capital invested by funds: $561M → $620M (+$59.2M)

2.17% less ownership

Funds ownership: 86.82% → 84.64% (-2.2%)

Holders
111
Holders Change
+14
Holders Change %
+14.43%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
58
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$30.9M
2
GLA
Good Life Advisors
Pennsylvania
+$18.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.17M
4
NA
NewEdge Advisors
Louisiana
+$5.47M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$29.2M
2
FIS
Fischer Investment Strategies
California
-$11M
3
PFS
Prospera Financial Services
Texas
-$7.45M
4
IF
Intrua Financial
Texas
-$2.03M
5
SWP
Stratos Wealth Partners
Ohio
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$4.1M -$29.2M -985,270 -88%
CCG
27
Capital CS Group
California
$3.55M +$331K +11,165 +11%
M1FG
28
Mach-1 Financial Group
Arkansas
$3.53M +$261K +8,798 +8%
Jane Street
29
Jane Street
New York
$3.45M -$1.89M -63,753 -36%
TPWA
30
Twin Peaks Wealth Advisors
California
$3.02M +$439K +14,829 +18%
PAG
31
Private Advisor Group
New Jersey
$2.98M -$164K -5,535 -5%
CAM
32
Concorde Asset Management
Michigan
$2.74M -$181K -6,119 -6%
Truist Financial
33
Truist Financial
North Carolina
$2.58M -$289K -9,747 -10%
SPC
34
Sigma Planning Corp
Michigan
$2.52M +$426K +14,380 +21%
KPWS
35
Kestra Private Wealth Services
Texas
$2.46M +$1.26M +42,590 +110%
AWS
36
Atria Wealth Solutions
New York
$2.43M +$313K +10,573 +15%
IA
37
IFG Advisory
Georgia
$2.31M +$742K +25,060 +49%
ACA
38
Aptus Capital Advisors
Alabama
$2.3M +$155K +5,221 +7%
FHA
39
Flagship Harbor Advisors
Massachusetts
$2.21M -$80.1K -2,704 -4%
FGG
40
Financial Guidance Group
Florida
$2.17M +$155K +5,221 +8%
TSWM
41
Tyler-Stone Wealth Management
Ohio
$1.93M +$1.03M +34,779 +121%
MFG
42
Midwest Financial Group
Kansas
$1.9M +$19.6K +662 +1%
IWM
43
Iams Wealth Management
Nebraska
$1.86M +$831K +28,041 +84%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$1.66M +$486K +16,402 +43%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$118K +3,968 +9%
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.49M +$761K +25,677 +109%
KA
47
Kovack Advisors
Florida
$1.33M +$1.3M +43,748 New
FA
48
Flagstar Advisors
New York
$1.19M +$219K +7,388 +23%
VL
49
Vima LLC
Michigan
$1.15M +$355K +11,995 +46%
GWP
50
Gateway Wealth Partners
Wisconsin
$1.13M -$96K -3,242 -8%
1
2
3 4 5

BUFQ Hedge Fund Activity: Q3 2024 in Review

111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) for Q3 2024, worth a combined $620M — up 11% from $561M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BUFQ positions and 7 closed out — a net gain of 14 holders — while 58 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $30.9M. The largest seller was Kestra Advisory Services, cutting an estimated $29.2M.

  • 111 institutional investors held FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) as of Q3 2024, up from 97 in Q2 2024.
  • Funds reported $620M of FT Vest Fund of Nasdaq-100 Buffer ETFs stock for Q3 2024, up 11% quarter-over-quarter.
  • 21 funds opened new FT Vest Fund of Nasdaq-100 Buffer ETFs positions in Q3 2024 and 7 closed out, a net change of +14 holders.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs buyer in Q3 2024 was LPL Financial, an estimated $30.9M added.
  • The largest FT Vest Fund of Nasdaq-100 Buffer ETFs seller in Q3 2024 was Kestra Advisory Services, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2024.