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FT Vest US Equity Moderate Buffer ETF July

126 hedge funds and large institutions have $209M invested in FT Vest US Equity Moderate Buffer ETF July in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 52 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 130126 (-4)

5.07% less ownership

Funds ownership: 59.44%54.37% (-5.1%)

16% less capital invested

Capital invested by funds: $250M → $209M (-$41M)

77% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
126
Holders Change
-4
Holders Change %
-3.08%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
12
Reduced
52
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
76
Madrona Financial Services
Washington
$286K
TCM
77
Triumph Capital Management
Colorado
$280K +$86.4K +2,089 +44%
DFA
78
DHJJ Financial Advisors
Illinois
$275K
PAS
79
PKS Advisory Services
New York
$264K -$15.8K -383 -6%
KPWS
80
Kestra Private Wealth Services
Texas
$264K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$262K
CF
82
Centaurus Financial
California
$261K
IFG
83
Independent Financial Group
California
$255K -$20.7K -500 -7%
GFG
84
Grantvest Financial Group
New Jersey
$251K -$10.5K -253 -4%
NLP
85
Next Level Private
New York
$249K
Goldman Sachs
86
Goldman Sachs
New York
$245K +$248K +6,001 New
NAS
87
NWF Advisory Services
California
$237K -$37.9K -915 -14%
PCA
88
Pallas Capital Advisors
Massachusetts
$235K -$92K -2,224 -28%
GSAM
89
Grant Street Asset Management
Pennsylvania
$234K
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$232K -$170K -4,115 -42%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$231K +$49.7K +1,201 +27%
SWM
92
Spire Wealth Management
Virginia
$218K
ACM
93
Anfield Capital Management
California
$215K
HF
94
HRT Financial
New York
$214K -$220K -5,315 -50%
SOS
95
Silver Oak Securities
Tennessee
$210K +$11.3K +272 +6%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$210K -$7.45K -180 -3%
IAS
97
Insigneo Advisory Services
Florida
$204K -$10K -242 -5%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$202K
Barclays
99
Barclays
United Kingdom
$196K +$119K +2,888 +150%
FNWA
100
Financial Network Wealth Advisors
Utah
$173K