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FT Vest Fund of Nasdaq-100 Buffer ETFs

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: 56 (+1)

14% more funds holding

Funds holding: 97111 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
51
HBW Advisory Services
California
$1.13M +$139K +4,693 +14%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$993K -$1.69M -56,988 -64%
FHC
53
First Heartland Consultants
Missouri
$969K +$96.6K +3,261 +11%
KWM
54
Kingsview Wealth Management
Oregon
$909K -$13K -440 -1%
RIA
55
Regal Investment Advisors
Michigan
$889K +$499K +16,832 +135%
CFG
56
Cooper Financial Group
California
$885K +$864K +29,161 New
GVAG
57
Great Valley Advisor Group
Delaware
$877K +$218K +7,348 +34%
BCI
58
Brinker Capital Investments
Pennsylvania
$872K +$145K +4,880 +20%
OPS
59
Orion Portfolio Solutions
Nebraska
$872K +$145K +4,880 +20%
HGERS
60
Householder Group Estate & Retirement Specialist
Arizona
$852K +$219K +7,408 +36%
VF
61
VitalStone Financial
Texas
$851K -$288K -9,723 -26%
AWA
62
Arkadios Wealth Advisors
Georgia
$844K -$28.6K -967 -3%
TWM
63
Tradition Wealth Management
Minnesota
$772K +$34.7K +1,172 +5%
LA
64
LexAurum Advisors
Kansas
$769K +$750K +25,327 New
SWA
65
Stratos Wealth Advisors
Ohio
$747K +$195K +6,596 +37%
CW
66
CreativeOne Wealth
Kansas
$675K -$286K -9,664 -30%
PWM
67
Prosperity Wealth Management
California
$667K +$120K +4,056 +23%
AWM
68
Axxcess Wealth Management
California
$639K
PWA
69
PCG Wealth Advisors
Kansas
$621K +$21.1K +714 +4%
LIS
70
Legacy Investment Solutions
Idaho
$611K +$579K +19,534 New
LWMI
71
Legacy Wealth Management (Idaho)
Idaho
$611K +$579K +19,534 New
KWA
72
Kingswood Wealth Advisors
California
$602K -$11.8K -400 -2%
IP
73
Ignite Planners
California
$592K
GFG
74
Goldstone Financial Group
Illinois
$569K +$48.5K +1,637 +10%
WS
75
Wedbush Securities
California
$567K

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.