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FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ

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: 5 → 6 (+1)

14% more funds holding

Funds holding: 97 → 111 (+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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$30.9M
2
GLA
Good Life Advisors
Pennsylvania
+$18.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.17M
4
NA
NewEdge Advisors
Louisiana
+$5.47M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.43M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$29.2M
2
FIS
Fischer Investment Strategies
California
-$11M
3
PFS
Prospera Financial Services
Texas
-$7.45M
4
IF
Intrua Financial
Texas
-$2.03M
5
SWP
Stratos Wealth Partners
Ohio
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$560K – – –
Citadel Advisors
77
Citadel Advisors
Florida
$546K +$533K +17,993 New
BRWA
78
B. Riley Wealth Advisors
Florida
$519K -$242K -8,153 -32%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$514K +$502K +16,944 New
WWA
80
WCG Wealth Advisors
Nevada
$511K +$104K +3,500 +26%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$501K – – –
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$422K +$85.2K +2,875 +26%
AIP
83
Ameritas Investment Partners
Nebraska
$375K +$144K +4,865 +65%
GFA
84
Gallagher Fiduciary Advisors
Illinois
$362K +$354K +11,943 New
AI
85
Atria Investments
North Carolina
$361K +$352K +11,894 New
OMC
86
Old Mission Capital
Illinois
$347K +$338K +11,427 New
DAS
87
Diversify Advisory Services
Utah
$343K +$25.4K +859 +8%
SW
88
SteelPeak Wealth
California
$334K +$25.2K +850 +8%
JSW
89
Journey Strategic Wealth
New Jersey
$331K +$323K +10,900 New
AAS
90
Avantax Advisory Services
Texas
$304K +$296K +10,000 New
PPP
91
Private Portfolio Partners
New Jersey
$269K -$5.92K -200 -2%
PAS
92
Park Avenue Securities
New York
$254K +$247K +8,354 New
DI
93
Diligent Investors
California
$241K +$29.6K +1,000 +14%
AWM
94
Accurate Wealth Management
Florida
$238K +$23.8K +803 +11%
HWP
95
Heritage Wealth Partners
Ohio
$234K +$14.2K +480 +7%
PFS
96
Prospect Financial Services
New York
$223K +$218K +7,362 New
HIS
97
Harvest Investment Services
Illinois
$216K +$211K +7,113 New
SFPG
98
Stonebridge Financial Planning Group
Florida
$210K +$205K +6,914 New
IA
99
IFP Advisors
Florida
$206K +$201K +6,790 New
GWSG
100
GPS Wealth Strategies Group
Colorado
$199K – – –
1 2 3
4
5

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.