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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
ST
1
Spinnaker Trust
Maine
$62.7M +$1.2M +36,770 +2%
OC
2
Oppenheimer & Co
New York
$15.1M +$4.61M +141,221 +46%
TC
3
TownSquare Capital
Utah
$8.67M -$268K -8,199 -3%
MA
4
Mutual Advisors
Nebraska
$8.31M -$1.06M -32,535 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.5M -$303K -9,275 -5%
LPL Financial
6
LPL Financial
California
$5.44M +$5.25M +161,052 New
SFS
7
Sowell Financial Services
Arkansas
$3.64M +$3.28M +100,475 +1,347%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.59M -$330K -10,109 -9%
KAS
9
Kestra Advisory Services
Texas
$3.2M -$28.1K -861 -0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.97M +$10.9K +333 +0.4%
CW
11
CreativeOne Wealth
Kansas
$2.91M +$725K +22,207 +35%
GRP
12
Global Retirement Partners
California
$2.29M +$10.2K +313 +0.5%
ACA
13
Aptus Capital Advisors
Alabama
$2.2M
GWANC
14
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.2M
HI
15
Harbour Investments
Wisconsin
$2.12M -$1.14M -34,986 -36%
SB
16
Strategic Blueprint
Georgia
$2.05M -$924K -28,307 -32%
MWM
17
MinichMacGregor Wealth Management
New York
$1.88M +$1.82M +55,649 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.74M +$81K +2,482 +5%
AAS
19
Avantax Advisory Services
Texas
$1.44M
CAN
20
Cetera Advisor Networks
California
$1.41M -$1.39M -42,486 -50%
NA
21
NewEdge Advisors
Louisiana
$1.3M
IA
22
IFP Advisors
Florida
$1.23M -$83.8K -2,567 -7%
AWM
23
AE Wealth Management
Kansas
$1.23M -$328K -10,059 -22%
TLA
24
Tanglewood Legacy Advisors
Texas
$1.08M
GEA
25
Glen Eagle Advisors
New Jersey
$1.06M -$6.56K -201 -0.6%

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.