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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
CFD
76
Creative Financial Designs
Indiana
$536K
GFG
77
Grantvest Financial Group
New Jersey
$527K
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$522K
FIA
79
Foundations Investment Advisors
Arizona
$522K
DFA
80
DHJJ Financial Advisors
Illinois
$517K
Mariner
81
Mariner
Kansas
$514K
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$502K
KWA
83
Kingswood Wealth Advisors
California
$500K
NG
84
Novem Group
New York
$492K
AIC
85
Archer Investment Corporation
Indiana
$480K
RA
86
RFG Advisory
Alabama
$459K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$453K
SFS
88
Sowell Financial Services
Arkansas
$448K
AIA
89
AssuredPartners Investment Advisors
Florida
$420K
LIA
90
Luken Investment Analytics
Tennessee
$418K
FFA
91
Farther Finance Advisors
California
$415K
IA
92
IFP Advisors
Florida
$397K
SAI
93
Savvy Advisors Inc
New York
$393K
MCWS
94
McKinley Carter Wealth Services
West Virginia
$376K
BRWA
95
B. Riley Wealth Advisors
Florida
$360K
HSA
96
HBK Sorce Advisory
Pennsylvania
$353K
BIM
97
Bullseye Investment Management
Ohio
$344K
NS
98
NBC Securities
Alabama
$342K
CAG
99
Csenge Advisory Group
Florida
$334K
PAS
100
Park Avenue Securities
New York
$330K