We are live on ! Find out more
BUFQ icon

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
IWM
76
Iams Wealth Management
Nebraska
$226K +$224K +8,099 New
GFG
77
Goldstone Financial Group
Illinois
$221K +$216K +7,788 New
GWSG
78
GPS Wealth Strategies Group
Colorado
$167K +$163K +5,880 New
RG
79
Retirement Group
California
$157K +$154K +5,550 New
CFGS
80
Concourse Financial Group Securities
Alabama
$109K +$5.6K +202 +6%
AIP
81
Ameritas Investment Partners
Nebraska
$99K +$96.9K +3,495 New
CAL
82
Capital Analysts LLC
Pennsylvania
$43K
IGWM
83
ICA Group Wealth Management
Colorado
$36.8K +$36K +1,300 New
PTC
84
Private Trust Company
Ohio
$35.2K +$27.5K +993 +399%
UBS Group
85
UBS Group
Switzerland
$26.2K +$25.6K +925 New
SPIA
86
Steward Partners Investment Advisory
New York
$23K
GRP
87
Global Retirement Partners
California
$15.3K +$15K +540 New
AWM
88
AE Wealth Management
Kansas
-$26.5M -959,759 Closed
PWA
89
PCG Wealth Advisors
Kansas
-$3.83M -141,815 Closed
KDA
90
Kraft Davis & Associates
Missouri
-$747K -27,158 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-$637K -23,582 Closed
OMC
92
Old Mission Capital
Illinois
-$612K -22,679 Closed
BFA
93
Beacon Financial Advisory
Ohio
-$236K -8,724 Closed
Comerica Bank
94
Comerica Bank
Texas
-$13.5K -500 Closed
Wells Fargo
95
Wells Fargo
California
-$11.1K -410 Closed
C
96
Covestor
United Kingdom
-$10K -374 Closed

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.