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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

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

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
LPL Financial
1
LPL Financial
California
$165M +$21.4M +747,168 +15%
KAS
2
Kestra Advisory Services
Texas
$33.1M +$27.1M +945,473 +540%
CAM
3
Creekmur Asset Management
Illinois
$30.2M +$10.8M +375,364 +58%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.7M +$17.4M +605,538 +262%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.1M +$689K +24,038 +4%
GLA
6
Good Life Advisors
Pennsylvania
$18.4M -$4.27M -148,878 -19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.4M +$1.87M +65,160 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$16.9M +$2.99M +104,416 +22%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.9M +$1.38M +48,013 +10%
Mariner
10
Mariner
Kansas
$11.9M +$972K +33,920 +9%
GIA
11
Gladstone Institutional Advisory
Florida
$11M -$1.34M -46,907 -11%
FIS
12
Fischer Investment Strategies
California
$11M -$4.28M -149,197 -29%
SWP
13
Stratos Wealth Partners
Ohio
$10.7M +$2.16M +75,346 +26%
CA
14
CoreCap Advisors
Michigan
$10.6M -$987K -34,425 -9%
CWA
15
Centennial Wealth Advisory
Michigan
$10.2M +$9.9M +345,304 New
HI
16
Harbour Investments
Wisconsin
$10.2M +$9.12M +318,090 +1,174%
RA
17
RiverTree Advisors
Florida
$8.63M -$134K -4,667 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.59M +$2.13M +74,158 +34%
MML Investors Services
19
MML Investors Services
Massachusetts
$8.14M +$1.27M +44,251 +19%
NA
20
NewEdge Advisors
Louisiana
$8.06M +$3.23M +112,653 +70%
PFS
21
Prospera Financial Services
Texas
$7.45M -$547K -19,070 -7%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$5.94M +$743K +25,907 +15%
Jane Street
23
Jane Street
New York
$5.25M +$4.58M +159,729 +898%
FWA
24
FOCUS Wealth Advisors
Texas
$4.95M +$226K +7,867 +5%
PA
25
Prism Advisors
California
$4.74M +$4.59M +160,266 New
1
2 3 4

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.