FT Vest Laddered Moderate Buffer ETF
BUFZ
35 hedge funds and large institutions have $75.4M invested in FT Vest Laddered Moderate Buffer ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
75% more funds holding
Funds holding: 20 → 35 (+15)
55% more capital invested
Capital invested by funds: $48.6M → $75.4M (+$26.8M)
13.1% less ownership
Funds ownership: 76.65% → 63.55% (-13%)
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 |
BUFZ Hedge Fund Activity: Q2 2024 in Review
35 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q2 2024, worth a combined $75.4M — up 55% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BUFZ positions and 1 closed out — a net gain of 16 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.
- 35 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $75.4M of FT Vest Laddered Moderate Buffer ETF stock for Q2 2024, up 55% quarter-over-quarter.
- 17 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q2 2024 and 1 closed out, a net change of +16 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.