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FT Vest Laddered Moderate Buffer ETF

100 hedge funds and large institutions have $452M invested in FT Vest Laddered Moderate Buffer ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

23% more capital invested

Capital invested by funds: $367M → $452M (+$85.6M)

14% more funds holding

Funds holding: 88100 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.88% less ownership

Funds ownership: 89.23%87.35% (-1.9%)

Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
37
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$83.6M +$13.6M +571,683 +21%
Raymond James Financial
2
Raymond James Financial
Florida
$55.3M +$14.1M +590,572 +36%
Osaic Holdings
3
Osaic Holdings
Arizona
$36.1M +$7.3M +306,813 +27%
CAS
4
Coppell Advisory Solutions
Texas
$32.8M +$10.3M +432,737 +49%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.9M +$9.59M +403,202 +51%
KAS
6
Kestra Advisory Services
Texas
$24.9M +$1.9M +79,947 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.2M +$1.72M +72,436 +9%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$17.1M +$3.28M +137,754 +25%
GWM
9
Geneos Wealth Management
Colorado
$13.2M -$6.04M -253,953 -32%
JCM
10
Jacobi Capital Management
Pennsylvania
$12.7M +$2.59M +108,823 +27%
Truist Financial
11
Truist Financial
North Carolina
$12.3M +$854K +35,895 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11.5M +$4.78M +200,861 +77%
RA
13
Rise Advisors
New York
$7.42M +$2.91M +122,241 +70%
BIM
14
Bullseye Investment Management
Ohio
$6.41M
RIS
15
Richmond Investment Services
Wisconsin
$6.13M +$2.99M +125,717 +105%
APWA
16
Atlas Private Wealth Advisors
New Jersey
$4.48M -$435K -18,298 -9%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.74M +$63.4K +2,665 +2%
EA
18
Ergawealth Advisors
Illinois
$3.59M -$300K -12,610 -8%
GEA
19
Glen Eagle Advisors
New Jersey
$3.49M -$24.6K -1,036 -0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.24M +$1.86M +78,139 +150%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.96M +$1.92M +80,706 +211%
HI
22
Harbour Investments
Wisconsin
$2.91M +$1.08M +45,525 +64%
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.37M +$113K +4,750 +5%
MAG
24
Mayfair Advisory Group
Alabama
$2.25M -$18.3K -768 -0.9%
IWM
25
IHT Wealth Management
Illinois
$2.2M -$201K -8,466 -9%

BUFZ Hedge Fund Activity: Q2 2025 in Review

100 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest Laddered Moderate Buffer ETF (BUFZ) for Q2 2025, worth a combined $452M — up 23% from $367M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BUFZ positions and 5 closed out — a net gain of 13 holders — while 37 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $14.1M. The largest seller was Atria Investments, cutting an estimated $11M.

  • 100 institutional investors held FT Vest Laddered Moderate Buffer ETF (BUFZ) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $452M of FT Vest Laddered Moderate Buffer ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 18 funds opened new FT Vest Laddered Moderate Buffer ETF positions in Q2 2025 and 5 closed out, a net change of +13 holders.
  • The largest FT Vest Laddered Moderate Buffer ETF buyer in Q2 2025 was Raymond James Financial, an estimated $14.1M added.
  • The largest FT Vest Laddered Moderate Buffer ETF seller in Q2 2025 was Atria Investments, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2025.