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FT Vest Fund of Buffer ETFs

500 hedge funds and large institutions have $6.97B invested in FT Vest Fund of Buffer ETFs in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 137 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 14

64% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 137

14% more funds holding

Funds holding: 437500 (+63)

11% more funds holding in top 10

Funds holding in top 10: 5460 (+6)

10% more capital invested

Capital invested by funds: $6.35B → $6.97B (+$623M)

0.7% less ownership

Funds ownership: 84.25%83.55% (-0.7%)

Holders
500
Holders Change
+63
Holders Change %
+14.42%
% of All Funds
6.08%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
84
Increased
224
Reduced
137
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
326
Synergy Investment Management
Florida
$802K -$37.4K -1,107 -5%
Thrivent Financial for Lutherans
327
Thrivent Financial for Lutherans
Minnesota
$786K +$775K +22,944 New
MFF
328
Michels Family Financial
Texas
$750K +$156K +4,623 +27%
HP
329
Holistic Planning
Texas
$728K -$4.22K -125 -0.6%
CWM
330
Concentrum Wealth Management
California
$725K -$149K -4,404 -17%
FPWM
331
FSB Premier Wealth Management
Iowa
$725K -$13K -385 -2%
HWM
332
HB Wealth Management
Georgia
$724K
EC
333
EdgeRock Capital
Colorado
$703K
AWP
334
Axis Wealth Partners
Rhode Island
$702K +$15.2K +449 +2%
CIG
335
Cascade Investment Group
Colorado
$701K +$175K +5,184 +34%
RIS
336
Richmond Investment Services
Wisconsin
$700K +$220K +6,510 +47%
SW
337
SteelPeak Wealth
California
$690K -$334K -9,896 -33%
CAM
338
Cresset Asset Management
Illinois
$690K -$16K -475 -2%
GSEP
339
Golden State Equity Partners
California
$683K -$881K -26,080 -57%
AFG
340
ABLE Financial Group
Arizona
$678K +$74.6K +2,209 +13%
SWM
341
Spire Wealth Management
Virginia
$670K -$12.1K -359 -2%
PIWA
342
Prevail Innovative Wealth Advisors
Kansas
$665K
SAI
343
Savvy Advisors Inc
New York
$655K +$373K +11,049 +137%
AssetMark Inc
344
AssetMark Inc
California
$654K +$15.6K +461 +2%
EFG
345
Everest Financial Group
Minnesota
$651K +$642K +19,011 New
WA
346
Waverly Advisors
Alabama
$643K +$634K +18,773 New
KMWM
347
Keudell/Morrison Wealth Management
Oregon
$642K +$633K +18,750 New
JSW
348
Journey Strategic Wealth
New Jersey
$635K +$101K +2,991 +19%
EWP
349
Equity Wealth Partners
Missouri
$631K +$58.8K +1,740 +10%
P
350
&Partners
Tennessee
$629K +$304K +9,013 +96%