FT Vest Laddered Moderate Buffer ETF
BUFZ
34 hedge funds and large institutions have $74.5M invested in FT Vest Laddered Moderate Buffer ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
70% more funds holding
Funds holding: 20 → 34 (+14)
53% more capital invested
Capital invested by funds: $48.6M → $74.5M (+$25.9M)
13.89% less ownership
Funds ownership: 76.65% → 62.76% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.27M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.38M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.74M |
| 5 |
EA
Ergawealth Advisors
Oak Brook,
Illinois
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.78M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$457K |
| 3 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$205K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
26
Atria Investments
Charlotte,
North Carolina
| $230K | +$226K | +10,072 | New |
|
27
Rockefeller Capital Management
New York
| $228K | – | – | – |
|
|
CIAS
28
Capital Investment Advisory Services
Raleigh,
North Carolina
| $172K | – | – | – |
|
|
CP
29
Castleview Partners
Dallas,
Texas
| $72.5K | – | – | – |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| $34.2K | +$33.6K | +1,500 | New |
|
|
CA
31
CoreCap Advisors
Southfield,
Michigan
| $16K | – | – | – |
|
|
NA
32
NewEdge Advisors
New Orleans,
Louisiana
| $10.1K | +$9.93K | +443 | New |
|
|
IAIM
33
International Assets Investment Management
Orlando,
Florida
| $8.9K | +$8.74K | +390 | New |
|
|
AFWM
34
Abich Financial Wealth Management
Ashburn,
Virginia
| $2.08K | – | – | – |
|
|
OMC
35
Old Mission Capital
Chicago,
Illinois
| – | -$457K | -20,545 | Closed |
|
BUFZ Hedge Fund Activity: Q2 2024 in Review
34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q2 2024, worth a combined $74.5M — up 53% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BUFZ positions and 1 closed out — a net gain of 15 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.27M. The largest seller was Harbour Investments, cutting an estimated $1.78M.
- 34 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $74.5M of FT Vest Laddered Moderate Buffer ETF stock for Q2 2024, up 53% quarter-over-quarter.
- 16 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q2 2024 and 1 closed out, a net change of +15 holders.
- The largest FT Vest Laddered Moderate Buffer ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $4.27M added.
- The largest FT Vest Laddered Moderate Buffer ETF seller in Q2 2024 was Harbour Investments, an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2024.