We are live on ! Find out more
LQTI

FT Vest Investment Grade & Target Income ETF

55 hedge funds and large institutions have $220M invested in FT Vest Investment Grade & Target Income ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 7

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

20% more funds holding

Funds holding: 4655 (+9)

12% more capital invested

Capital invested by funds: $197M → $220M (+$23.2M)

3.35% less ownership

Funds ownership: 86.91%83.56% (-3.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
28
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.3M +$3.05M +153,504 +8%
ACA
2
Aptus Capital Advisors
Alabama
$40.3M +$3.33M +167,798 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$27.3M +$4.34M +218,418 +19%
RA
4
Rise Advisors
New York
$18.2M +$2.17M +109,123 +13%
CFD
5
Creative Financial Designs
Indiana
$9.21M +$481K +24,219 +5%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.18M +$5.2M +261,680 +126%
LA
7
LexAurum Advisors
Kansas
$6.01M +$6.1M +307,144 New
SPIA
8
Steward Partners Investment Advisory
New York
$5.12M +$5.19M +261,384 New
LPL Financial
9
LPL Financial
California
$4.4M +$4.46M +224,565 New
GVAG
10
Great Valley Advisor Group
Delaware
$4.27M +$370K +18,617 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.22M +$2.94M +147,830 +219%
DIM
12
Delta Investment Management
California
$3.65M +$676K +34,028 +22%
PFG
13
Prosperity Financial Group
California
$3.55M +$203K +10,207 +6%
SCA
14
Sulzberger Capital Advisors
Florida
$3.52M -$47.2K -2,376 -1%
IA
15
IFP Advisors
Florida
$3.35M +$3.05M +153,698 +887%
NA
16
NewEdge Advisors
Louisiana
$3.32M +$2.31M +116,072 +217%
Truist Financial
17
Truist Financial
North Carolina
$3.08M +$3.13M +157,511 New
SFG
18
SageGuard Financial Group
Tennessee
$3.08M +$1.38M +69,403 +79%
IA
19
Insight Advisors
Pennsylvania
$2.66M +$639K +32,177 +31%
IWN
20
Independent Wealth Network
Iowa
$2.26M +$93.6K +4,714 +4%
Jane Street
21
Jane Street
New York
$2.05M -$1.11M -55,992 -35%
BWP
22
Balboa Wealth Partners
Arizona
$1.93M +$1.96M +98,795 New
ASN
23
Advisory Services Network
Georgia
$1.76M +$50.2K +2,526 +3%
IFG
24
Independent Financial Group
California
$1.66M +$210K +10,551 +14%
OIA
25
OneDigital Investment Advisors
Kansas
$1.15M -$32.1K -1,615 -3%