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FT Vest US Equity Buffer ETF January

142 hedge funds and large institutions have $365M invested in FT Vest US Equity Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

46% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 68

Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Semus Wealth Partners
Florida
$3.31M
KWS
27
Keystone Wealth Services
California
$2.83M
1W
28
1776 Wealth
Georgia
$2.66M
AWM
29
Apollon Wealth Management
South Carolina
$2.63M
IWN
30
Independent Wealth Network
Iowa
$2.37M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.34M
AWM
32
Avior Wealth Management
Nebraska
$2.3M
FA
33
Faithward Advisors
Pennsylvania
$2.26M
IF
34
Integrity Financial
Wyoming
$2.13M
AI
35
Atria Investments
North Carolina
$2.12M
PFS
36
Prospera Financial Services
Texas
$1.94M
SS
37
Sunbelt Securities
Texas
$1.91M
MSFS
38
Main Street Financial Solutions
Pennsylvania
$1.86M
HighTower Advisors
39
HighTower Advisors
Illinois
$1.77M
FI
40
FWG Investments
Kentucky
$1.6M
OIA
41
OneDigital Investment Advisors
Kansas
$1.57M
TA
42
TFB Advisors
Kansas
$1.48M
SAM
43
Synergy Asset Management
Washington
$1.33M
HIS
44
Harvest Investment Services
Illinois
$1.32M
MOS
45
MGO One Seven
Ohio
$1.32M
Truist Financial
46
Truist Financial
North Carolina
$1.25M
FFA
47
Fragasso Financial Advisors
Pennsylvania
$1.24M
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.23M
IP
49
Ignite Planners
California
$1.22M
IAN
50
Integrated Advisors Network
Texas
$1.22M