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FT Vest US Equity Deep Buffer ETF December

64 hedge funds and large institutions have $153M invested in FT Vest US Equity Deep Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $103M → $153M (+$50.1M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

10.7% more ownership

Funds ownership: 39.83%50.53% (+11%)

3% more funds holding

Funds holding: 6264 (+2)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$262K +$39.3K +1,250 +18%
SFS
52
Sowell Financial Services
Arkansas
$239K -$206K -6,561 -47%
KWS
53
Keystone Wealth Services
California
$217K
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$213K -$456K -14,500 -69%
CF
55
Centaurus Financial
California
$169K +$46.2K +1,472 +39%
SPIA
56
Steward Partners Investment Advisory
New York
$157K
UBS Group
57
UBS Group
Switzerland
$134K +$131K +4,179 New
AF
58
Advisornet Financial
Minnesota
$84.7K -$71.8K -2,286 -46%
SWM
59
Spire Wealth Management
Virginia
$79.3K +$52K +1,655 +201%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$42K +$41.2K +1,313 New
AWM
61
Avior Wealth Management
Nebraska
$33.1K +$32.5K +1,036 New
Morgan Stanley
62
Morgan Stanley
New York
$26.3K +$25.8K +822 New
LFG
63
Larson Financial Group
Missouri
$17.8K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$6.45K -$521K -16,592 -8%
WEG
65
World Equity Group
Illinois
-$5.09M -166,439 Closed
BCM
66
Brookstone Capital Management
Illinois
-$3.88M -126,176 Closed
PAG
67
Private Advisor Group
New Jersey
-$2.15M -70,099 Closed
HH
68
Hilltop Holdings
Texas
-$1.49M -48,568 Closed
SG
69
StoneX Group
New York
-$1.14M -37,183 Closed
HAS
70
HBW Advisory Services
California
-$410K -13,405 Closed
WP
71
WealthPLAN Partners
Nebraska
-$285K -8,931 Closed
MOS
72
MGO One Seven
Ohio
-$239K -7,800 Closed
FPWM
73
FSB Premier Wealth Management
Iowa
-$229K -7,486 Closed
CAL
74
Capital Analysts LLC
Pennsylvania
-$15K -494 Closed

DDEC Hedge Fund Activity: Q1 2023 in Review

64 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q1 2023, worth a combined $153M — up 49% from $103M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DDEC positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Spinnaker Trust, opening a new position worth an estimated $57.2M. The largest seller was World Equity Group, exiting entirely with an estimated $5.09M sold.

  • 64 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q1 2023, up from 62 in Q4 2022.
  • Funds reported $153M of FT Vest US Equity Deep Buffer ETF December stock for Q1 2023, up 49% quarter-over-quarter.
  • 12 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q1 2023 and 10 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q1 2023 was Spinnaker Trust, an estimated $57.2M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q1 2023 was World Equity Group, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2023.