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FT Vest US Equity Buffer ETF January

145 hedge funds and large institutions have $292M invested in FT Vest US Equity Buffer ETF January in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

3% more funds holding

Funds holding: 141145 (+4)

5.97% less ownership

Funds ownership: 31.73%25.75% (-6%)

18% less capital invested

Capital invested by funds: $354M → $292M (-$62.2M)

78% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 78

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
17
Reduced
78
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NG
76
Novem Group
New York
$524K -$7.61K -150 -1%
AIC
77
Archer Investment Corporation
Indiana
$522K
GFG
78
Grantvest Financial Group
New Jersey
$507K -$7.36K -145 -1%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$507K -$34.1K -671 -6%
KFAS
80
Keating Financial Advisory Services
Kansas
$496K +$486K +9,575 New
AIA
81
AssuredPartners Investment Advisors
Florida
$457K
LIA
82
Luken Investment Analytics
Tennessee
$455K
SAI
83
Savvy Advisors Inc
New York
$425K -$1.68K -33 -0.4%
SAW
84
Signal Advisors Wealth
Michigan
$412K -$242K -4,774 -37%
MCWS
85
McKinley Carter Wealth Services
West Virginia
$409K
GSAM
86
Grant Street Asset Management
Pennsylvania
$407K
IA
87
Integrity Alliance
Iowa
$404K +$397K +7,815 New
AA
88
Armis Advisers
Georgia
$381K +$385K +7,590 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$378K -$52.9K -1,043 -12%
KWA
90
Kingswood Wealth Advisors
California
$374K
HSA
91
HBK Sorce Advisory
Pennsylvania
$373K -$15.2K -300 -4%
SFS
92
Sowell Financial Services
Arkansas
$363K -$73.5K -1,448 -17%
IA
93
IFP Advisors
Florida
$357K -$59.1K -1,165 -14%
TFS
94
Thoroughbred Financial Services
Tennessee
$344K
NS
95
NBC Securities
Alabama
$344K -$10.7K -211 -3%
SA
96
Sanctuary Advisors
Indiana
$340K
SWA
97
SOA Wealth Advisors
New York
$332K -$16.7K -330 -5%
CIA
98
Concurrent Investment Advisors
Florida
$329K +$68.4K +1,347 +27%
1SB
99
1ST Source Bank
Indiana
$325K
BRWA
100
B. Riley Wealth Advisors
Florida
$325K +$318K +6,275 New