FT Vest US Equity Deep Buffer ETF December
DDEC
79 hedge funds and large institutions have $198M invested in FT Vest US Equity Deep Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 3 closing their positions.
767% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
41% more capital invested
Capital invested by funds: $141M → $198M (+$57.5M)
39% more funds holding
Funds holding: 57 → 79 (+22)
8.81% more ownership
Funds ownership: 51.82% → 60.63% (+8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$13.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.06M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.73M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.61M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$7.82M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.14M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$2.05M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.56M |
| 5 |
NL
Navalign LLC
Encino,
California
|
-$380K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
76
DHJJ Financial Advisors
Naperville,
Illinois
| $26.6K | -$1.55K | -45 | -6% |
|
|
HPC
77
HM Payson & Co
Portland,
Maine
| $14.3K | – | – | – |
|
|
LFG
78
Larson Financial Group
St Louis,
Missouri
| $8.94K | – | – | – |
|
79
JP Morgan Chase
New York
| $3.79K | +$242 | +7 | +7% |
|
|
MA
80
Mutual Advisors
Omaha,
Nebraska
| – | -$7.82M | -232,885 | Closed |
|
|
OMC
81
Old Mission Capital
Chicago,
Illinois
| – | -$1.56M | -46,538 | Closed |
|
|
NL
82
Navalign LLC
Encino,
California
| – | -$380K | -11,311 | Closed |
|
DDEC Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF December (DDEC) for Q4 2023, worth a combined $198M — up 41% from $141M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DDEC positions and 3 closed out — a net gain of 23 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was SMART Wealth, opening a new position worth an estimated $13.9M. The largest seller was Mutual Advisors, exiting entirely with an estimated $7.82M sold.
- 79 institutional investors held FT Vest US Equity Deep Buffer ETF December (DDEC) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $198M of FT Vest US Equity Deep Buffer ETF December stock for Q4 2023, up 41% quarter-over-quarter.
- 26 funds opened new FT Vest US Equity Deep Buffer ETF December positions in Q4 2023 and 3 closed out, a net change of +23 holders.
- The largest FT Vest US Equity Deep Buffer ETF December buyer in Q4 2023 was SMART Wealth, an estimated $13.9M added.
- The largest FT Vest US Equity Deep Buffer ETF December seller in Q4 2023 was Mutual Advisors, an estimated $7.82M sold.
Based on aggregated 13F filings for Q4 2023.