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FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

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: 87 → 97 (+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: 7 → 5 (-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
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$27.1M
2
LPL Financial
LPL Financial
California
+$21.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.4M
4
CAM
Creekmur Asset Management
Illinois
+$10.8M
5
CWA
Centennial Wealth Advisory
Michigan
+$9.9M

Top Sellers

Rank Fund Capital Flow
1
FIS
Fischer Investment Strategies
California
-$4.28M
2
GLA
Good Life Advisors
Pennsylvania
-$4.27M
3
PGWM
Pitti Group Wealth Management
New York
-$3.86M
4
CAM
Concorde Asset Management
Michigan
-$2.33M
5
GIA
Gladstone Institutional Advisory
Florida
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
76
Regal Investment Advisors
Michigan
$369K +$357K +12,470 New
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$326K +$317K +11,042 New
UBS Group
78
UBS Group
Switzerland
$320K +$284K +9,899 +1,070%
DAS
79
Diversify Advisory Services
Utah
$309K +$295K +10,292 New
SW
80
SteelPeak Wealth
California
$300K +$291K +10,150 New
PPP
81
Private Portfolio Partners
New Jersey
$268K – – –
WAM
82
Worth Asset Management
Texas
$225K -$12.6K -440 -5%
AIP
83
Ameritas Investment Partners
Nebraska
$222K +$115K +4,005 +115%
HWP
84
Heritage Wealth Partners
Ohio
$214K +$207K +7,225 New
AWM
85
Accurate Wealth Management
Florida
$210K +$201K +7,002 New
BCM
86
Brookstone Capital Management
Illinois
$208K +$201K +6,999 New
DI
87
Diligent Investors
California
$205K +$199K +6,950 New
GWSG
88
GPS Wealth Strategies Group
Colorado
$194K +$19.3K +674 +11%
CB
89
Chris Bulman
California
$140K +$136K +4,731 New
CFGS
90
Concourse Financial Group Securities
Alabama
$114K – – –
PTC
91
Private Trust Company
Ohio
$52.6K +$15.5K +539 +43%
CAL
92
Capital Analysts LLC
Pennsylvania
$45K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$24K – – –
GRP
94
Global Retirement Partners
California
$16K – – –
PS
95
Principal Securities
Iowa
$12.1K +$11.8K +411 New
Bank of America
96
Bank of America
North Carolina
$6.95K +$6.74K +235 New
FHC
97
First Heartland Consultants
Missouri
$847 +$126K +4,402 +18%
PGWM
98
Pitti Group Wealth Management
New York
– -$3.86M -135,806 Closed
JIP
99
Jaffetilchin Investment Partners
Florida
– -$270K -9,544 Closed
IGWM
100
ICA Group Wealth Management
Colorado
– -$36.8K -1,300 Closed
1 2 3
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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.