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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
SWM
126
Spire Wealth Management
Virginia
$91.5K
ACA
127
Aptus Capital Advisors
Alabama
$71.3K
CPA
128
Clear Point Advisors
New York
$59.7K
CP
129
Camelot Portfolios
Ohio
$42.5K +$41.5K +1,000 New
PS
130
Principal Securities
Iowa
$41.2K +$40.2K +968 New
Morgan Stanley
131
Morgan Stanley
New York
$39.5K +$12.2K +295 +47%
VAG
132
VisionPoint Advisory Group
Texas
$13.8K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$9.96K +$9.71K +234 New
APC
134
Aspire Private Capital
North Carolina
$9.06K +$8.84K +213 New
AIP
135
Ameritas Investment Partners
Nebraska
$8.51K
WWM
136
Wolff Wiese Magana
California
$8.21K
CAS
137
Coppell Advisory Solutions
Texas
$4.81K +$4.69K +113 New
JP Morgan Chase
138
JP Morgan Chase
New York
$1.7K -$413K -9,947 -100%
GLR
139
Great Lakes Retirement
Ohio
$808 +$788 +19 New
AF
140
Allworth Financial
California
$727
MAC
141
Mason & Associates (California)
California
-$70.6M -1,714,085 Closed
TF
142
Trek Financial
Arizona
-$761K -18,455 Closed
MW
143
MBL Wealth
North Carolina
-$688K -16,695 Closed
LNC
144
Lincoln National Corp
Pennsylvania
-$516K -12,525 Closed
Goldman Sachs
145
Goldman Sachs
New York
-$381K -9,244 Closed
SWP
146
Semus Wealth Partners
Florida
-$340K -8,249 Closed
CBFP
147
Cedar Brook Financial Partners
Ohio
-$289K -7,015 Closed
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
-$206K -5,010 Closed
BEI
149
Benjamin Edwards Inc
Missouri
-$128K -3,094 Closed

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.