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FT Vest Fund of Nasdaq-100 Buffer ETFs

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: 8797 (+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: 75 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
51
HBW Advisory Services
California
$964K +$935K +32,616 New
FA
52
Flagstar Advisors
New York
$945K +$333K +11,627 +57%
CW
53
CreativeOne Wealth
Kansas
$943K +$60.4K +2,108 +7%
KWM
54
Kingsview Wealth Management
Oregon
$898K +$151K +5,267 +21%
TSWM
55
Tyler-Stone Wealth Management
Ohio
$853K +$442K +15,425 +115%
AWA
56
Arkadios Wealth Advisors
Georgia
$851K +$22.6K +787 +3%
VL
57
Vima LLC
Michigan
$767K +$744K +25,948 New
BRWA
58
B. Riley Wealth Advisors
Florida
$749K +$145K +5,057 +25%
TWM
59
Tradition Wealth Management
Minnesota
$717K -$58.4K -2,037 -8%
BCI
60
Brinker Capital Investments
Pennsylvania
$705K +$99.9K +3,484 +17%
OPS
61
Orion Portfolio Solutions
Nebraska
$705K +$99.9K +3,484 +17%
CIAS
62
Capital Investment Advisory Services
North Carolina
$696K +$263K +9,175 +64%
GVAG
63
Great Valley Advisor Group
Delaware
$637K +$75.6K +2,639 +14%
AWM
64
Axxcess Wealth Management
California
$622K +$7.8K +272 +1%
HGERS
65
Householder Group Estate & Retirement Specialist
Arizona
$611K -$16.9K -591 -3%
KWA
66
Kingswood Wealth Advisors
California
$599K +$261K +9,118 +82%
IP
67
Ignite Planners
California
$586K
PWA
68
PCG Wealth Advisors
Kansas
$584K +$566K +19,751 New
WS
69
Wedbush Securities
California
$552K +$27.1K +946 +5%
SWP
70
Summit Wealth Partners
Florida
$546K
SWA
71
Stratos Wealth Advisors
Ohio
$533K +$185K +6,437 +56%
PWM
72
Prosperity Wealth Management
California
$530K +$3.58K +125 +0.7%
GFG
73
Goldstone Financial Group
Illinois
$506K +$268K +9,339 +120%
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$488K +$8.31K +290 +2%
WWA
75
WCG Wealth Advisors
Nevada
$395K +$50.2K +1,750 +15%

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.