FT Vest U.S. Equity Max Buffer ETF - October
OCTM
30 hedge funds and large institutions have $17.3M invested in FT Vest U.S. Equity Max Buffer ETF - October in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.
3% less funds holding
Funds holding: 31 → 30 (-1)
4.17% less ownership
Funds ownership: 61.14% → 56.98% (-4.2%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
14% less capital invested
Capital invested by funds: $20.1M → $17.3M (-$2.87M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$442K |
| 2 |
BWS
Buck Wealth Strategies
Denver,
Colorado
|
+$387K |
| 3 |
JP Morgan Chase
New York
|
+$293K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$264K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Maia Wealth
Denver,
Colorado
|
-$1.19M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$708K |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$565K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$506K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $23.5K | – | – | – |
|
|
FNWA
27
Financial Network Wealth Advisors
Murray,
Utah
| $13.7K | +$13.8K | +451 | New |
|
|
AAP
28
Arax Advisory Partners
Denver,
Colorado
| $9.93K | +$10K | +327 | New |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $4.86K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $1.61K | -$37.8K | -1,233 | -96% |
|
|
WP
31
WealthPLAN Partners
Omaha,
Nebraska
| – | -$708K | -23,220 | Closed |
|
|
WIM
32
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$565K | -18,507 | Closed |
|
|
CW
33
CreativeOne Wealth
Overland Park,
Kansas
| – | -$481K | -15,750 | Closed |
|
34
Jane Street
New York
| – | -$384K | -12,597 | Closed |
|
|
CAS
35
Coppell Advisory Solutions
Coppell,
Texas
| – | -$124K | -4,043 | Closed |
|
OCTM Hedge Fund Activity: Q1 2025 in Review
30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - October (OCTM) for Q1 2025, worth a combined $17.3M — down 14% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of OCTM and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.
The largest buyer was Citadel Advisors, adding an estimated $442K. The largest seller was Maia Wealth, cutting an estimated $1.19M.
- 30 institutional investors held FT Vest U.S. Equity Max Buffer ETF - October (OCTM) as of Q1 2025, down from 31 in Q4 2024.
- Funds reported $17.3M of FT Vest U.S. Equity Max Buffer ETF - October stock for Q1 2025, down 14% quarter-over-quarter.
- 4 funds opened new FT Vest U.S. Equity Max Buffer ETF - October positions in Q1 2025 and 5 closed out, a net change of -1 holder.
- The largest FT Vest U.S. Equity Max Buffer ETF - October buyer in Q1 2025 was Citadel Advisors, an estimated $442K added.
- The largest FT Vest U.S. Equity Max Buffer ETF - October seller in Q1 2025 was Maia Wealth, an estimated $1.19M sold.
Based on aggregated 13F filings for Q1 2025.