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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.8M +$21.1M +475,730 +247%
LPL Financial
2
LPL Financial
California
$25.2M +$16.2M +365,642 +183%
GW
3
Griffith & Werner
Georgia
$23.1M +$23M +518,943 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.4M +$2.38M +53,727 +16%
Raymond James Financial
5
Raymond James Financial
Florida
$16.3M +$16.2M +365,439 New
BFG
6
Bouchey Financial Group
New York
$15M +$14.9M +336,213 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.6M +$1.03M +23,312 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.6M +$4.75M +107,100 +49%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$13.4M +$7.98M +179,854 +148%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$8.29M +$1.47M +33,181 +22%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.25M +$251K +5,655 +4%
MOS
12
MGO One Seven
Ohio
$7.24M +$6.86M +154,757 +2,007%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.11M +$179K +4,025 +3%
SW
14
Schulz Wealth
Texas
$7.09M
Truist Financial
15
Truist Financial
North Carolina
$6.65M -$1.29M -29,088 -16%
CW
16
CreativeOne Wealth
Kansas
$6.41M +$5.52M +124,460 +645%
HCA
17
Heck Capital Advisors
Wisconsin
$5.09M -$41.6K -939 -0.8%
AssetMark Inc
18
AssetMark Inc
California
$4.8M +$1.71M +38,633 +56%
GRP
19
Global Retirement Partners
California
$4.8M +$33.4K +753 +0.7%
KAS
20
Kestra Advisory Services
Texas
$3.94M +$1.43M +32,214 +57%
NG
21
Novem Group
New York
$3.86M +$3.84M +86,610 New
AA
22
Armis Advisers
Georgia
$3.64M +$3.63M +81,749 New
KWS
23
Keystone Wealth Services
California
$3.6M +$333K +7,507 +10%
AWA
24
Arkadios Wealth Advisors
Georgia
$3.46M +$3.44M +77,524 New
Jane Street
25
Jane Street
New York
$2.99M +$2.98M +67,138 New

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.