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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
LPL Financial
1
LPL Financial
California
$137M +$47.4M +1,710,015 +55%
GLA
2
Good Life Advisors
Pennsylvania
$21.9M -$151K -5,454 -0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M +$3.04M +109,739 +20%
CAM
4
Creekmur Asset Management
Illinois
$18.3M -$3.27M -117,878 -15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.8M +$5.72M +206,557 +59%
FIS
6
Fischer Investment Strategies
California
$14.7M +$14.4M +520,181 New
Osaic Holdings
7
Osaic Holdings
Arizona
$13.9M +$2.73M +98,579 +25%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$13.3M +$6.34M +228,661 +95%
GIA
9
Gladstone Institutional Advisory
Florida
$11.9M -$229K -8,277 -2%
CA
10
CoreCap Advisors
Michigan
$11.1M +$196K +7,077 +2%
Mariner
11
Mariner
Kansas
$10.4M +$2.35M +84,913 +30%
RA
12
RiverTree Advisors
Florida
$8.4M -$749K -27,009 -8%
SWP
13
Stratos Wealth Partners
Ohio
$8.11M +$453K +16,336 +6%
PFS
14
Prospera Financial Services
Texas
$7.68M -$664K -23,967 -8%
CA
15
Cetera Advisors
Colorado
$7.26M +$7.1M +256,233 New
MML Investors Services
16
MML Investors Services
Massachusetts
$6.55M +$538K +19,405 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.55M +$4.2M +151,432 +190%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.13M +$1.39M +50,193 +30%
CAM
19
Concorde Asset Management
Michigan
$5.04M +$4.93M +177,868 New
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$4.96M +$1.68M +60,570 +53%
KAS
21
Kestra Advisory Services
Texas
$4.96M +$2.46M +88,911 +103%
NA
22
NewEdge Advisors
Louisiana
$4.53M +$759K +27,397 +21%
FWA
23
FOCUS Wealth Advisors
Texas
$4.52M +$802K +28,951 +22%
M1FG
24
Mach-1 Financial Group
Arkansas
$4.29M +$315K +11,350 +8%
WEG
25
World Equity Group
Illinois
$3.97M +$371K +13,387 +11%

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.