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FT Vest US Equity Buffer ETF December

135 hedge funds and large institutions have $325M invested in FT Vest US Equity Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

56% more capital invested

Capital invested by funds: $209M → $325M (+$116M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

16% more funds holding

Funds holding: 116135 (+19)

6.47% more ownership

Funds ownership: 28.4%34.87% (+6.5%)

Holders
135
Holders Change
+19
Holders Change %
+16.38%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
50
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$943K -$52.2K -1,176 -5%
FI
52
FWG Investments
Kentucky
$883K +$8.03K +181 +0.9%
KWA
53
Kingswood Wealth Advisors
California
$876K +$472K +10,648 +118%
OC
54
Oppenheimer & Co
New York
$850K -$5.23K -118 -0.6%
CCG
55
Catalina Capital Group
California
$841K -$35.3K -796 -4%
CF
56
Centaurus Financial
California
$840K +$585K +13,183 +233%
AI
57
Atria Investments
North Carolina
$835K +$831K +18,743 New
KPWS
58
Kestra Private Wealth Services
Texas
$830K +$62.5K +1,410 +8%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$817K
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$812K -$279K -6,290 -26%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$778K -$3.86K -87 -0.5%
DFA
62
DHJJ Financial Advisors
Illinois
$743K -$4.88K -110 -0.7%
BWA
63
BlueChip Wealth Advisors
Georgia
$742K -$114K -2,560 -13%
TA
64
TFB Advisors
Kansas
$701K +$191K +4,301 +38%
FFS
65
Founders Financial Securities
Maryland
$633K +$223K +5,028 +55%
CAL
66
Capital Analysts LLC
Pennsylvania
$632K -$15.2K -343 -2%
CFGS
67
Concourse Financial Group Securities
Alabama
$610K +$166K +3,753 +39%
PFS
68
Prospera Financial Services
Texas
$555K +$88.2K +1,988 +19%
FA
69
Flagstar Advisors
New York
$549K +$256K +5,777 +88%
CA
70
CoreCap Advisors
Michigan
$532K +$66.8K +1,506 +14%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$496K +$402K +9,068 +440%
ACMA
72
Arbor Capital Management (Alaska)
Alaska
$470K -$575K -12,958 -56%
PGWM
73
Pitti Group Wealth Management
New York
$469K +$35.4K +798 +8%
MA
74
Mutual Advisors
Nebraska
$452K +$67.1K +1,512 +18%
TC
75
TownSquare Capital
Utah
$443K +$37.1K +836 +9%

FDEC Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q4 2024, worth a combined $325M — up 56% from $209M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FDEC positions and 9 closed out — a net gain of 22 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $21.1M. The largest seller was Sigma Planning Corp, cutting an estimated $16.3M.

  • 135 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $325M of FT Vest US Equity Buffer ETF December stock for Q4 2024, up 56% quarter-over-quarter.
  • 31 funds opened new FT Vest US Equity Buffer ETF December positions in Q4 2024 and 9 closed out, a net change of +22 holders.
  • The largest FT Vest US Equity Buffer ETF December buyer in Q4 2024 was Envestnet Asset Management, an estimated $21.1M added.
  • The largest FT Vest US Equity Buffer ETF December seller in Q4 2024 was Sigma Planning Corp, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2024.