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FT Vest Buffered Allocation Defensive ETF
BUFT

57 hedge funds and large institutions have $89.6M invested in FT Vest Buffered Allocation Defensive ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more funds holding

Funds holding: 54 → 57 (+3)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

23% less capital invested

Capital invested by funds: $117M → $89.6M (-$27.2M)

24.2% less ownership

Funds ownership: 109.86% → 85.66% (-24%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
20
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.73M
2
GEA
Glen Eagle Advisors
New Jersey
+$2.13M
3
ACA
Aptus Capital Advisors
Alabama
+$970K
4
GWM
Geneos Wealth Management
Colorado
+$938K
5
GWP
Gateway Wealth Partners
Wisconsin
+$720K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$14.2M
2
SFP
Sweet Financial Partners
Minnesota
-$9.63M
3
FA
FDx Advisors
Illinois
-$9.37M
4
Osaic Holdings
Osaic Holdings
Arizona
-$5.82M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
26
Gateway Wealth Partners
Wisconsin
$727K +$720K +34,062 New
AAS
27
Avantax Advisory Services
Texas
$645K +$639K +30,229 New
AWS
28
Atria Wealth Solutions
New York
$589K -$144K -6,839 -20%
LPL Financial
29
LPL Financial
California
$556K +$550K +26,056 New
OMC
30
Old Mission Capital
Illinois
$504K +$153K +7,238 +44%
AWM
31
Avior Wealth Management
Nebraska
$494K -$165K -7,829 -25%
KAS
32
Kestra Advisory Services
Texas
$473K -$25.8K -1,220 -5%
AAS
33
Ameritas Advisory Services
Nebraska
$440K +$437K +20,668 New
QCIG
34
Quad-Cities Investment Group
Iowa
$362K – – –
JIP
35
Jaffetilchin Investment Partners
Florida
$339K -$199K -9,411 -37%
CF
36
Centaurus Financial
California
$336K +$9K +426 +3%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$306K – – –
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$287K +$20K +947 +8%
KWM
39
Kingsview Wealth Management
Oregon
$250K -$103K -4,852 -29%
Truist Financial
40
Truist Financial
North Carolina
$248K +$1.16K +55 +0.5%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$244K -$423 -20 -0.2%
NA
42
NewEdge Advisors
Louisiana
$243K – – –
BC
43
Barrett & Company
Rhode Island
$237K -$6.4K -303 -3%
KWM
44
KFG Wealth Management
Indiana
$228K -$12.4K -587 -5%
SVWAG
45
Sound View Wealth Advisors Group
Georgia
$206K -$281K -13,291 -58%
IA
46
IFP Advisors
Florida
$205K -$252K -11,905 -55%
SOS
47
Silver Oak Securities
Tennessee
$179K -$148K -6,990 -45%
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$163K -$89.1K -4,217 -36%
HI
49
Harbour Investments
Wisconsin
$159K – – –
DFA
50
DHJJ Financial Advisors
Illinois
$98.3K – – –
1
2
3

BUFT Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q1 2024, worth a combined $89.6M — down 23% from $117M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUFT positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.73M. The largest seller was AE Wealth Management, exiting entirely with an estimated $14.2M sold.

  • 57 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $89.6M of FT Vest Buffered Allocation Defensive ETF stock for Q1 2024, down 23% quarter-over-quarter.
  • 8 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q1 2024 and 5 closed out, a net change of +3 holders.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.73M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q1 2024 was AE Wealth Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2024.