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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
NF
201
Nvest Financial
New Hampshire
$3.02M +$1.37M +40,633 +86%
TRIA
202
Trail Ridge Investment Advisors
Colorado
$2.97M -$1.38M -40,836 -32%
BFS
203
BridgePort Financial Solutions
Iowa
$2.94M +$25.3K +749 +0.9%
MA
204
Mutual Advisors
Nebraska
$2.9M +$331K +9,798 +13%
FWP
205
Falcon Wealth Planning
California
$2.84M
HWA
206
Heritage Wealth Architects
Minnesota
$2.82M -$1.31M -38,739 -32%
OAS
207
Optivise Advisory Services
Tennessee
$2.77M +$2.41M +71,393 +750%
CFFP
208
Center for Financial Planning
Michigan
$2.65M
GEA
209
Glen Eagle Advisors
New Jersey
$2.63M -$107K -3,179 -4%
PPWM
210
Perissos Private Wealth Management
Oklahoma
$2.62M +$324K +9,601 +14%
AQR Capital Management
211
AQR Capital Management
Connecticut
$2.61M +$180K +5,331 +8%
CCFM
212
Clear Creek Financial Management
Washington
$2.48M +$1.69M +50,117 +226%
GRP
213
Global Retirement Partners
California
$2.46M +$438K +12,966 +22%
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$2.42M +$323K +9,560 +16%
MW
215
Maia Wealth
Colorado
$2.42M -$200K -5,913 -8%
PTC
216
Private Trust Company
Ohio
$2.35M +$94.4K +2,796 +4%
SWM
217
SHP Wealth Management
Massachusetts
$2.35M +$2.31M +68,461 New
CA
218
CoreCap Advisors
Michigan
$2.34M -$44.9K -1,329 -2%
DC
219
Davenport & Co
Virginia
$2.29M +$808K +23,936 +56%
SI
220
Stephens Inc
Arkansas
$2.25M -$52.7K -1,562 -2%
SRA
221
Secured Retirement Advisors
Minnesota
$2.25M -$151K -4,462 -6%
SFG
222
Skyview Financial Group
Florida
$2.21M +$2.18M +64,434 New
PWM
223
Perigon Wealth Management
California
$2.19M +$14.3K +424 +0.7%
DAS
224
Diversify Advisory Services
Utah
$2.18M +$434K +12,859 +26%
MCM
225
MAI Capital Management
Ohio
$2.17M -$18.3K -541 -0.8%