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FT Vest US Equity Deep Buffer ETF December

59 hedge funds and large institutions have $161M invested in FT Vest US Equity Deep Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% more ownership

Funds ownership: 50.53%51.78% (+1.3%)

5% more capital invested

Capital invested by funds: $153M → $161M (+$7.64M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 6459 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$205K +$62K +1,899 +45%
SPIA
52
Steward Partners Investment Advisory
New York
$165K
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$142K +$137K +4,208 New
SWM
54
Spire Wealth Management
Virginia
$76.1K -$7.34K -225 -9%
WIM
55
WealthPlan Investment Management
Nebraska
$68.2K -$215K -6,598 -77%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$44.3K
Morgan Stanley
57
Morgan Stanley
New York
$27.8K
HPC
58
HM Payson & Co
Maine
$13.5K +$13.1K +400 New
LFG
59
Larson Financial Group
Missouri
$8.44K -$10K -307 -55%
SFWA
60
Summit Financial Wealth Advisors
Louisiana
-$1.14M -35,700 Closed
CFCI
61
Comprehensive Financial Consultants Institutional
Indiana
-$736K -22,999 Closed
SWP
62
Summit Wealth Partners
Florida
-$479K -14,974 Closed
LWM
63
LJI Wealth Management
Indiana
-$438K -13,700 Closed
Citadel Advisors
64
Citadel Advisors
Florida
-$431K -13,483 Closed
JP Morgan Chase
65
JP Morgan Chase
New York
-$317K -9,915 Closed
OMC
66
Old Mission Capital
Illinois
-$313K -9,783 Closed
OIA
67
OneDigital Investment Advisors
Kansas
-$262K -8,181 Closed
CF
68
Centaurus Financial
California
-$169K -5,272 Closed
AF
69
Advisornet Financial
Minnesota
-$84.7K -2,649 Closed
AWM
70
Avior Wealth Management
Nebraska
-$33.1K -1,036 Closed

DDEC Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q2 2023, worth a combined $161M — up 5% from $153M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DDEC and 6 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $5.25M. The largest seller was Cetera Advisors, cutting an estimated $8.45M.

  • 59 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q2 2023, down from 64 in Q1 2023.
  • Funds reported $161M of FT Vest US Equity Deep Buffer ETF December stock for Q2 2023, up 5% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q2 2023 and 11 closed out, a net change of -5 holders.
  • The largest FT Vest US Equity Deep Buffer ETF December buyer in Q2 2023 was LPL Financial, an estimated $5.25M added.
  • The largest FT Vest US Equity Deep Buffer ETF December seller in Q2 2023 was Cetera Advisors, an estimated $8.45M sold.

Based on aggregated 13F filings for Q2 2023.