FT Vest US Equity Buffer ETF December
FDEC
78 hedge funds and large institutions have $100M invested in FT Vest US Equity Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $102M → $100M (-$1.39M)
4% less funds holding
Funds holding: 81 → 78 (-3)
6.78% less ownership
Funds ownership: 42.68% → 35.9% (-6.8%)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
59% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
+$879K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$805K |
| 3 |
JP Morgan Chase
New York
|
+$358K |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$316K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.24M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$1.86M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$819K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$802K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$734K |
FDEC Hedge Fund Activity: Q2 2023 in Review
78 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF December (FDEC) for Q2 2023, worth a combined $100M — down 1.4% from $102M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FDEC and 7 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 13 added.
The largest buyer was Naviter Wealth, opening a new position worth an estimated $879K. The largest seller was Truist Financial, cutting an estimated $2.24M.
- 78 institutional investors held FT Vest US Equity Buffer ETF December (FDEC) as of Q2 2023, down from 81 in Q1 2023.
- Funds reported $100M of FT Vest US Equity Buffer ETF December stock for Q2 2023, down 1.4% quarter-over-quarter.
- 7 funds opened new FT Vest US Equity Buffer ETF December positions in Q2 2023 and 10 closed out, a net change of -3 holders.
- The largest FT Vest US Equity Buffer ETF December buyer in Q2 2023 was Naviter Wealth, an estimated $879K added.
- The largest FT Vest US Equity Buffer ETF December seller in Q2 2023 was Truist Financial, an estimated $2.24M sold.
Based on aggregated 13F filings for Q2 2023.