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FT Vest Fund of Nasdaq-100 Buffer ETFs

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: 56 (+1)

14% more funds holding

Funds holding: 97111 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$201M +$30.9M +1,044,334 +19%
GLA
2
Good Life Advisors
Pennsylvania
$37.5M +$18.1M +611,040 +98%
CAM
3
Creekmur Asset Management
Illinois
$33.3M +$2.31M +77,960 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.9M +$500K +16,880 +2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.7M +$7.17M +242,137 +42%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$24.1M +$3.43M +115,656 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.1M +$261K +8,813 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$17.9M +$1.48M +49,826 +9%
Mariner
9
Mariner
Kansas
$14.6M +$2.33M +78,727 +20%
NA
10
NewEdge Advisors
Louisiana
$13.9M +$5.47M +184,669 +68%
CWA
11
Centennial Wealth Advisory
Michigan
$12.6M +$2.08M +70,358 +20%
HI
12
Harbour Investments
Wisconsin
$11.2M +$680K +22,957 +7%
CA
13
CoreCap Advisors
Michigan
$10.9M -$6.43K -217 -0.1%
MML Investors Services
14
MML Investors Services
Massachusetts
$9.76M +$1.36M +45,986 +17%
GIA
15
Gladstone Institutional Advisory
Florida
$9.48M -$1.81M -61,024 -16%
SWP
16
Stratos Wealth Partners
Ohio
$8.95M -$1.97M -66,655 -18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.41M -$407K -13,749 -5%
VBFP
18
Valtinson Bruner Financial Planning
Minnesota
$8.39M +$2.23M +75,429 +38%
RA
19
RiverTree Advisors
Florida
$8.04M -$796K -26,856 -9%
EH
20
Equitable Holdings
New York
$7.87M +$3.03M +102,359 +65%
PA
21
Prism Advisors
California
$6.16M +$1.26M +42,569 +27%
EA
22
Ergawealth Advisors
Illinois
$5.69M +$1.32M +44,649 +31%
IWC
23
Integrated Wealth Concepts
Massachusetts
$5.37M +$762K +25,709 +17%
FWA
24
FOCUS Wealth Advisors
Texas
$5.04M -$42.8K -1,444 -0.9%
WEG
25
World Equity Group
Illinois
$4.2M +$89.8K +3,030 +2%

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.