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FT Vest Laddered Moderate Buffer ETF
BUFZ

101 hedge funds and large institutions have $565M invested in FT Vest Laddered Moderate Buffer ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more capital invested

Capital invested by funds: $452M → $565M (+$112M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1.82% more ownership

Funds ownership: 87.35% → 89.17% (+1.8%)

1% more funds holding

Funds holding: 100 → 101 (+1)

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
50
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFS
Forge Financial Services
Oklahoma
+$63.4M
2
KPWS
Kestra Private Wealth Services
Texas
+$10.9M
3
CW
CreativeOne Wealth
Kansas
+$6.37M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.17M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$5.07M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$2.36M
3
IWM
IHT Wealth Management
Illinois
-$2.2M
4
ZI
ZEGA Investments
Florida
-$1.61M
5
OMC
Old Mission Capital
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$346K – – –
HAS
77
HBW Advisory Services
California
$344K – – –
DC
78
Davenport & Co
Virginia
$336K – – –
HSA
79
HBK Sorce Advisory
Pennsylvania
$328K – – –
SPC
80
Sigma Planning Corp
Michigan
$324K -$112K -4,397 -26%
JWCA
81
J.W. Cole Advisors
Florida
$303K – – –
MP
82
McDonald Partners
Ohio
$298K +$292K +11,500 New
ASN
83
Advisory Services Network
Georgia
$283K – – –
WWM
84
Western Wealth Management
Colorado
$269K – – –
ACM
85
Arlington Capital Management
Illinois
$261K -$12.7K -501 -5%
CA
86
CoreCap Advisors
Michigan
$261K +$116K +4,551 +83%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$259K – – –
Goldman Sachs
88
Goldman Sachs
New York
$250K +$245K +9,636 New
WWA
89
Wealth Watch Advisors
Colorado
$234K -$208K -8,174 -47%
IA
90
IFP Advisors
Florida
$232K – – –
IWN
91
Independent Wealth Network
Iowa
$230K -$1.53K -60 -0.7%
SWP
92
Stratos Wealth Partners
Ohio
$228K -$25.7K -1,010 -10%
TAM
93
Tucker Asset Management
Colorado
$221K -$1.91K -75 -0.9%
NS
94
NBC Securities
Alabama
$194K – – –
IWM
95
IMG Wealth Management
Florida
$117K – – –
AG
96
AmeriFlex Group
Nevada
$90.7K +$89K +3,500 New
Wells Fargo
97
Wells Fargo
California
$87.7K +$80.6K +3,170 +1,474%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$85K – – –
AWM
99
AE Wealth Management
Kansas
$14.2K – – –
GPFA
100
Game Plan Financial Advisors
Ohio
$5.52K +$5.42K +213 New
1 2 3
4
5

BUFZ Hedge Fund Activity: Q3 2025 in Review

101 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q3 2025, worth a combined $565M — up 25% from $452M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BUFZ positions and 10 closed out — a net gain of 2 holders — while 50 added to existing stakes and 21 trimmed.

The largest buyer was Forge Financial Services, adding an estimated $63.4M. The largest seller was LPL Financial, cutting an estimated $5.07M.

  • 101 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q3 2025, up from 100 in Q2 2025.
  • Funds reported $565M of FT Vest Laddered Moderate Buffer ETF stock for Q3 2025, up 25% quarter-over-quarter.
  • 12 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q3 2025 and 10 closed out, a net change of +2 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q3 2025 was Forge Financial Services, an estimated $63.4M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q3 2025 was LPL Financial, an estimated $5.07M sold.

Based on aggregated 13F filings for Q3 2025.