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FT Vest Buffered Allocation Defensive ETF

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: 5457 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1
Glen Eagle Advisors
New Jersey
$15.2M +$2.13M +100,851 +16%
CWA
2
Centennial Wealth Advisory
Michigan
$14M -$216K -10,207 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.18M +$391K +18,492 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7.18M -$170K -8,054 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.3M +$3.73M +176,687 +721%
SF
6
Synovus Financial
Georgia
$3.7M +$316K +14,958 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.67M -$5.82M -275,353 -69%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.02M -$418K -19,809 -17%
MFGM
9
Marshall Financial Group (Maryland)
Maryland
$1.96M -$111K -5,270 -5%
GWM
10
Geneos Wealth Management
Colorado
$1.92M +$938K +44,407 +98%
CAN
11
Cetera Advisor Networks
California
$1.9M +$26.8K +1,269 +1%
CA
12
Cetera Advisors
Colorado
$1.84M -$289K -13,666 -14%
LCM
13
Lunt Capital Management
Utah
$1.83M +$36K +1,703 +2%
AssetMark Inc
14
AssetMark Inc
California
$1.65M +$281K +13,322 +21%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.32M +$718K +33,969 +123%
ACA
16
Aptus Capital Advisors
Alabama
$1.23M +$970K +45,908 +387%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.21M -$24.3K -1,150 -2%
FNWA
18
Financial Network Wealth Advisors
Utah
$1.19M +$109K +5,145 +10%
TC
19
TownSquare Capital
Utah
$1.19M +$109K +5,145 +10%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.09M +$88.4K +4,184 +9%
FGG
21
Financial Guidance Group
Florida
$1.07M +$110K +5,200 +12%
SFP
22
Sweet Financial Partners
Minnesota
$929K -$9.63M -455,730 -91%
Citadel Advisors
23
Citadel Advisors
Florida
$835K +$185K +8,743 +29%
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
$776K +$20.2K +957 +3%
RC
25
Rovin Capital
Arizona
$746K -$16.5K -782 -2%

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.