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FT Vest Fund of Deep Buffer ETFs

163 hedge funds and large institutions have $1.05B invested in FT Vest Fund of Deep Buffer ETFs in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $938M → $1.05B (+$110M)

0.5% more ownership

Funds ownership: 86.2%86.7% (+0.5%)

2% less funds holding

Funds holding: 166163 (-3)

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
19
Increased
71
Reduced
51
Closed
16
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$196M +$40.9M +1,598,775 +26%
GHA
2
GW Henssler & Associates
Georgia
$106M +$6.14M +239,946 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85.7M +$4.11M +160,830 +5%
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$47.8M +$48.2M +1,884,924 +5,833%
CWA
5
Centennial Wealth Advisory
Michigan
$44.5M +$76K +2,971 +0.2%
Osaic Holdings
6
Osaic Holdings
Arizona
$41M -$2.14M -83,645 -5%
CAM
7
Creekmur Asset Management
Illinois
$35.9M +$770K +30,128 +2%
Truist Financial
8
Truist Financial
North Carolina
$27.7M -$997 -39 -0%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.3M +$2.85M +111,565 +12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$24.8M +$10.1M +395,288 +66%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$24.4M +$1.91M +74,794 +8%
MML Investors Services
12
MML Investors Services
Massachusetts
$20M +$2.23M +87,380 +12%
BCM
13
Brookstone Capital Management
Illinois
$18.8M +$2.4M +93,688 +14%
CAAS
14
Capital Asset Advisory Services
Michigan
$17.8M -$137K -5,346 -0.7%
AWM
15
Axxcess Wealth Management
California
$16.8M -$401K -15,688 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.2M +$3.88M +151,665 +40%
CAS
17
Coppell Advisory Solutions
Texas
$12.4M -$1.07M -41,941 -8%
HI
18
Harbour Investments
Wisconsin
$12.3M -$151K -5,920 -1%
FIS
19
Fischer Investment Strategies
California
$12.1M +$12.4M +486,485 New
NA
20
NewEdge Advisors
Louisiana
$11.9M -$4.68M -182,901 -28%
SWP
21
Stratos Wealth Partners
Ohio
$11.4M -$178K -6,953 -2%
KAS
22
Kestra Advisory Services
Texas
$10.7M +$7.02M +274,548 +177%
BTWM
23
Brass Tax Wealth Management
Ohio
$10.1M +$540K +21,104 +6%
PAG
24
Private Advisor Group
New Jersey
$10M +$374K +14,630 +4%
SPI
25
Santori & Peters Inc
Pennsylvania
$9.75M +$157K +6,153 +2%

BUFD Hedge Fund Activity: Q1 2025 in Review

163 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FT Vest Fund of Deep Buffer ETFs (BUFD) for Q1 2025, worth a combined $1.05B — up 12% from $938M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BUFD positions and 16 closed out — a net gain of 3 holders — while 71 added to existing stakes and 51 trimmed.

The largest buyer was Legacy Financial Group (Iowa), adding an estimated $48.2M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.08M sold.

  • 163 institutional investors held FT Vest Fund of Deep Buffer ETFs (BUFD) as of Q1 2025, down from 166 in Q4 2024.
  • Funds reported $1.05B of FT Vest Fund of Deep Buffer ETFs stock for Q1 2025, up 12% quarter-over-quarter.
  • 19 funds opened new FT Vest Fund of Deep Buffer ETFs positions in Q1 2025 and 16 closed out, a net change of +3 holders.
  • The largest FT Vest Fund of Deep Buffer ETFs buyer in Q1 2025 was Legacy Financial Group (Iowa), an estimated $48.2M added.
  • The largest FT Vest Fund of Deep Buffer ETFs seller in Q1 2025 was Independent Advisor Alliance, an estimated $7.08M sold.

Based on aggregated 13F filings for Q1 2025.