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FT Vest US Equity Buffer ETF December

140 hedge funds and large institutions have $341M invested in FT Vest US Equity Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more funds holding

Funds holding: 118140 (+22)

3% more capital invested

Capital invested by funds: $330M → $341M (+$11.2M)

4.06% less ownership

Funds ownership: 44.32%40.26% (-4.1%)

38% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 40

Holders
140
Holders Change
+22
Holders Change %
+18.64%
% of All Funds
2.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
33
Increased
25
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$957K -$15K -362 -2%
FA
52
Faithward Advisors
Pennsylvania
$956K -$7.51K -181 -0.8%
SB
53
Strategic Blueprint
Georgia
$924K -$124K -2,986 -12%
Mariner
54
Mariner
Kansas
$916K +$15.8K +382 +2%
TLA
55
Tanglewood Legacy Advisors
Texas
$902K -$10.8K -260 -1%
OC
56
Oppenheimer & Co
New York
$860K +$38.3K +924 +5%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$838K -$2.07K -50 -0.3%
CCG
58
Catalina Capital Group
California
$836K
BWA
59
BlueChip Wealth Advisors
Georgia
$817K
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$780K
1W
61
1776 Wealth
Georgia
$775K
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$764K -$19.7K -476 -3%
DFA
63
DHJJ Financial Advisors
Illinois
$732K -$17.7K -427 -2%
KPWS
64
Kestra Private Wealth Services
Texas
$675K
Bank of New York Mellon
65
Bank of New York Mellon
New York
$648K +$632K +15,224 New
AWS
66
Atria Wealth Solutions
New York
$633K -$13.8K -333 -2%
DC
67
Davenport & Co
Virginia
$626K +$610K +14,708 New
OAS
68
Optivise Advisory Services
Tennessee
$620K +$604K +14,568 New
AWM
69
Axxcess Wealth Management
California
$618K +$602K +14,522 New
FCM
70
Fourpath Capital Management
Oklahoma
$530K +$516K +12,448 New
BRWA
71
B. Riley Wealth Advisors
Florida
$514K +$501K +12,070 New
WS
72
Wedbush Securities
California
$504K +$130K +3,138 +36%
ACMA
73
Arbor Capital Management (Alaska)
Alaska
$493K -$1.12K -27 -0.2%
OMC
74
Old Mission Capital
Illinois
$484K +$472K +11,368 New
MA
75
Mutual Advisors
Nebraska
$475K -$78.9K -1,902 -15%

FDEC Hedge Fund Activity: Q2 2024 in Review

140 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q2 2024, worth a combined $341M — up 3.4% from $330M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FDEC positions and 9 closed out — a net gain of 24 holders — while 25 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $40.8M. The largest seller was Mason & Associates (California), exiting entirely with an estimated $70.6M sold.

  • 140 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q2 2024, up from 118 in Q1 2024.
  • Funds reported $341M of FT Vest US Equity Buffer ETF December stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 33 funds opened new FT Vest US Equity Buffer ETF December positions in Q2 2024 and 9 closed out, a net change of +24 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q2 2024 was Wells Fargo, an estimated $40.8M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q2 2024 was Mason & Associates (California), an estimated $70.6M sold.

Based on aggregated 13F filings for Q2 2024.