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FT Vest Fund of Nasdaq-100 Buffer ETFs

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: 47 (+3)

35% more capital invested

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

24% more funds holding

Funds holding: 7087 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$712K +$214K +7,722 +44%
FHC
52
First Heartland Consultants
Missouri
$687K -$250K -9,038 -27%
IA
53
IFG Advisory
Georgia
$629K +$358K +12,931 +139%
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$603K -$99.5K -3,590 -14%
AWM
55
Axxcess Wealth Management
California
$589K +$22.6K +815 +4%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$579K +$243K +8,763 +75%
BCI
57
Brinker Capital Investments
Pennsylvania
$577K +$328K +11,820 +138%
OPS
58
Orion Portfolio Solutions
Nebraska
$577K +$328K +11,820 +138%
FA
59
Flagstar Advisors
New York
$576K +$123K +4,446 +28%
IP
60
Ignite Planners
California
$553K
GVAG
61
Great Valley Advisor Group
Delaware
$536K -$253K -9,126 -33%
SWP
62
Summit Wealth Partners
Florida
$523K +$512K +18,467 New
BRWA
63
B. Riley Wealth Advisors
Florida
$510K +$21.8K +788 +4%
PWM
64
Prosperity Wealth Management
California
$505K +$171K +6,159 +53%
Jane Street
65
Jane Street
New York
$504K +$493K +17,781 New
WS
66
Wedbush Securities
California
$502K +$491K +17,732 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$459K +$449K +16,204 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$407K +$215K +7,774 +118%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$380K +$372K +13,420 New
WWA
70
WCG Wealth Advisors
Nevada
$329K +$322K +11,600 New
SWA
71
Stratos Wealth Advisors
Ohio
$328K +$86.8K +3,132 +37%
KWA
72
Kingswood Wealth Advisors
California
$315K +$309K +11,133 New
JIP
73
Jaffetilchin Investment Partners
Florida
$270K +$265K +9,544 New
PPP
74
Private Portfolio Partners
New Jersey
$257K -$4.38K -158 -2%
WAM
75
Worth Asset Management
Texas
$228K -$153K -5,525 -41%

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.