FT Vest US Equity Buffer ETF December
FDEC
118 hedge funds and large institutions have $330M invested in FT Vest US Equity Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 17 closing their positions.
38% more capital invested
Capital invested by funds: $240M → $330M (+$90.1M)
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
1.01% more ownership
Funds ownership: 43.32% → 44.32% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 122 → 118 (-4)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$18.6M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$7.2M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$3.79M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$3.45M |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$2.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Walleye Capital
New York
| – | -$269K | -6,900 | Closed |
|
|
NW
127
Naviter Wealth
Little Rock,
Arkansas
| – | -$258K | -6,612 | Closed |
|
|
QPW
128
Quantum Private Wealth
Tampa,
Florida
| – | -$246K | -6,318 | Closed |
|
|
SCA
129
Sage Capital Advisors
Sioux Falls,
South Dakota
| – | -$235K | -6,033 | Closed |
|
|
HIM
130
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| – | -$226K | -5,799 | Closed |
|
|
BRWA
131
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$221K | -5,670 | Closed |
|
|
TA
132
TFB Advisors
Overland Park,
Kansas
| – | -$203K | -5,200 | Closed |
|
|
PA
133
Pineridge Advisors
St. Charles,
Missouri
| – | -$6.75K | -173 | Closed |
|
|
OLVIG
134
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$1.56K | -40 | Closed |
|
|
RWPA
135
Richard W. Paul & Associates
Novi,
Michigan
| – | -$663 | -17 | Closed |
|
FDEC Hedge Fund Activity: Q1 2024 in Review
118 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q1 2024, worth a combined $330M — up 38% from $240M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FDEC and 15 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 42 added.
The largest buyer was Mason & Associates (California), opening a new position worth an estimated $68.7M. The largest seller was AE Wealth Management, cutting an estimated $18.6M.
- 118 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q1 2024, down from 122 in Q4 2023.
- Funds reported $330M of FT Vest US Equity Buffer ETF December stock for Q1 2024, up 38% quarter-over-quarter.
- 15 funds opened new FT Vest US Equity Buffer ETF December positions in Q1 2024 and 17 closed out, a net change of -2 holders.
- The largest FT Vest US Equity Buffer ETF December buyer in Q1 2024 was Mason & Associates (California), an estimated $68.7M added.
- The largest FT Vest US Equity Buffer ETF December seller in Q1 2024 was AE Wealth Management, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2024.