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FT Vest US Equity Buffer ETF May

117 hedge funds and large institutions have $229M invested in FT Vest US Equity Buffer ETF May in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 119117 (-2)

6.16% less ownership

Funds ownership: 27.87%21.72% (-6.2%)

15% less capital invested

Capital invested by funds: $270M → $229M (-$41.2M)

56% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 48

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
21
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$802K +$46.9K +918 +6%
FFA
52
Farther Finance Advisors
California
$773K -$327K -6,389 -30%
DFA
53
DHJJ Financial Advisors
Illinois
$770K -$2.3K -45 -0.3%
HI
54
Harbour Investments
Wisconsin
$767K -$424K -8,300 -36%
MWM
55
Modern Wealth Management
Kansas
$765K
MOS
56
MGO One Seven
Ohio
$731K
TA
57
TFB Advisors
Kansas
$725K -$7.21K -141 -1%
SA
58
Sanctuary Advisors
Indiana
$716K
CA
59
CoreCap Advisors
Michigan
$704K +$18K +353 +3%
GWM
60
Geneos Wealth Management
Colorado
$703K
SEIA
61
Signature Estate & Investment Advisors
California
$696K
OMC
62
Old Mission Capital
Illinois
$674K +$660K +12,905 New
SS
63
Sunbelt Securities
Texas
$671K +$238K +4,656 +57%
Truist Financial
64
Truist Financial
North Carolina
$654K -$4.96K -97 -0.8%
KWA
65
Kingswood Wealth Advisors
California
$652K -$224K -4,375 -26%
MFG
66
Merit Financial Group
Georgia
$641K +$628K +12,275 New
RA
67
RFG Advisory
Alabama
$610K +$124K +2,424 +26%
CF
68
Centaurus Financial
California
$590K +$19K +372 +3%
WFS
69
WealthGarden F.S.
California
$565K -$8.13K -159 -1%
Mariner
70
Mariner
Kansas
$541K -$37.5K -733 -7%
WTFG
71
Wood Tarver Financial Group
Idaho
$524K
MWM
72
Maridea Wealth Management
New York
$516K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$513K +$2.66K +52 +0.5%
SPIA
74
Steward Partners Investment Advisory
New York
$507K -$29.4K -575 -6%
CW
75
CreativeOne Wealth
Kansas
$506K -$5.42M -105,948 -92%