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FT Vest Buffered Allocation Defensive ETF

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: 5659 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1
Glen Eagle Advisors
New Jersey
$20.9M +$1.22M +55,662 +6%
CWA
2
Centennial Wealth Advisory
Michigan
$14.1M -$160K -7,279 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.83M -$36.2K -1,647 -0.4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.68M -$895K -40,762 -12%
LPL Financial
5
LPL Financial
California
$5.62M +$4.64M +211,359 +495%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.06M -$298K -13,588 -7%
SF
7
Synovus Financial
Georgia
$3.61M -$177K -8,077 -5%
GWM
8
Geneos Wealth Management
Colorado
$2.48M +$257K +11,691 +12%
LCM
9
Lunt Capital Management
Utah
$2.38M +$357K +16,249 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.13M +$59.8K +2,722 +3%
AssetMark Inc
11
AssetMark Inc
California
$2.07M +$239K +10,906 +13%
MFGM
12
Marshall Financial Group (Maryland)
Maryland
$1.79M -$143K -6,534 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.54M -$159K -7,229 -9%
FNWA
14
Financial Network Wealth Advisors
Utah
$1.29M -$63.7K -2,901 -5%
TC
15
TownSquare Capital
Utah
$1.29M +$34K +1,549 +3%
ACA
16
Aptus Capital Advisors
Alabama
$1.21M -$42.3K -1,925 -3%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.11M -$13.1K -596 -1%
FGG
18
Financial Guidance Group
Florida
$1.05M -$42.3K -1,925 -4%
SA
19
Sanctuary Advisors
Indiana
$1.04M +$241K +10,984 +31%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$903K -$104K -4,745 -10%
Citadel Advisors
21
Citadel Advisors
Florida
$898K +$891K +40,607 New
SOS
22
Silver Oak Securities
Tennessee
$846K +$662K +30,150 +371%
VBFP
23
Valtinson Bruner Financial Planning
Minnesota
$812K +$351 +16 +0%
SFP
24
Sweet Financial Partners
Minnesota
$797K -$31.9K -1,454 -4%
RC
25
Rovin Capital
Arizona
$772K

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.