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FT Vest Buffered Allocation Defensive ETF
BUFT

59 hedge funds and large institutions have $97.5M invested in FT Vest Buffered Allocation Defensive ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $88.8M → $97.5M (+$8.69M)

5% more funds holding

Funds holding: 56 → 59 (+3)

2.47% more ownership

Funds ownership: 83.15% → 85.63% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
16
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.64M
2
GEA
Glen Eagle Advisors
New Jersey
+$1.22M
3
Citadel Advisors
Citadel Advisors
Florida
+$891K
4
SOS
Silver Oak Securities
Tennessee
+$662K
5
AI
Atria Investments
North Carolina
+$555K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$895K
2
OMC
Old Mission Capital
Illinois
-$742K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$298K
4
AAS
Ameritas Advisory Services
Nebraska
-$289K
5
KWM
Kingsview Wealth Management
Oregon
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$138K -$26.1K -1,188 -16%
DFA
52
DHJJ Financial Advisors
Illinois
$96.3K – – –
TC
53
Trust Company
Kansas
$35K – – –
PTC
54
Private Trust Company
Ohio
$33.2K +$32.9K +1,500 New
GRP
55
Global Retirement Partners
California
$25.7K +$25.5K +1,162 New
CAL
56
Capital Analysts LLC
Pennsylvania
$9K – – –
CJ
57
Caitlin John
Michigan
$6.76K – – –
PS
58
Principal Securities
Iowa
$6.63K – – –
CPA
59
Clear Point Advisors
New York
$2.21K – – –
OMC
60
Old Mission Capital
Illinois
– -$742K -34,052 Closed
KWM
61
Kingsview Wealth Management
Oregon
– -$245K -11,223 Closed
SVWAG
62
Sound View Wealth Advisors Group
Georgia
– -$211K -9,667 Closed
IAIM
63
International Assets Investment Management
Florida
– -$152K -6,960 Closed
UBS Group
64
UBS Group
Switzerland
– -$894 -41 Closed
1 2
3

BUFT Hedge Fund Activity: Q3 2024 in Review

59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Buffered Allocation Defensive ETF (BUFT) for Q3 2024, worth a combined $97.5M — up 9.8% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUFT positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.64M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $895K.

  • 59 institutional investors held FT Vest Buffered Allocation Defensive ETF (BUFT) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $97.5M of FT Vest Buffered Allocation Defensive ETF stock for Q3 2024, up 9.8% quarter-over-quarter.
  • 9 funds opened new FT Vest Buffered Allocation Defensive ETF positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest FT Vest Buffered Allocation Defensive ETF buyer in Q3 2024 was LPL Financial, an estimated $4.64M added.
  • The largest FT Vest Buffered Allocation Defensive ETF seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $895K sold.

Based on aggregated 13F filings for Q3 2024.