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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.73M |
| 2 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$2.13M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$970K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$938K |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$720K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.2M |
| 2 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
-$9.63M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
-$9.37M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.82M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$418K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
51
ICA Group Wealth Management
Denver,
Colorado
| $43.8K | +$43.3K | +2,050 | New |
|
|
TC
52
Trust Company
Manhattan,
Kansas
| $33.8K | +$33.5K | +1,584 | New |
|
|
CAL
53
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $9K | -$3.17K | -150 | -27% |
|
|
RCM
54
Raleigh Capital Management
Cary,
North Carolina
| $6.72K | +$6.66K | +315 | New |
|
|
CJ
55
Caitlin John
Brighton,
Michigan
| $6.45K | – | – | – |
|
|
PS
56
Principal Securities
Des Moines,
Iowa
| $6.41K | +$6.34K | +300 | New |
|
|
CPA
57
Clear Point Advisors
Melville,
New York
| $2.13K | – | – | – |
|
|
AWM
58
AE Wealth Management
Topeka,
Kansas
| – | -$14.2M | -672,062 | Closed |
|
|
FA
59
FDx Advisors
Chicago,
Illinois
| – | -$9.37M | -449,946 | Closed |
|
|
MWM
60
Meridian Wealth Management
Lexington,
Kentucky
| – | -$402K | -19,317 | Closed |
|
|
ASN
61
Advisory Services Network
Atlanta,
Georgia
| – | -$231K | -11,098 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | -$4.62K | -222 | Closed |
|
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.