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FT Vest US Equity Moderate Buffer ETF December

52 hedge funds and large institutions have $107M invested in FT Vest US Equity Moderate Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

6% more funds holding

Funds holding: 4952 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.56% less ownership

Funds ownership: 66.8%60.23% (-6.6%)

20% less capital invested

Capital invested by funds: $133M → $107M (-$25.9M)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
8
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$445K -$6.36K -200 -1%
AWS
27
Atria Wealth Solutions
New York
$419K +$9.63K +303 +2%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$419K +$9.63K +303 +2%
Wolverine Trading
29
Wolverine Trading
Illinois
$373K +$366K +11,507 New
SRA
30
Secured Retirement Advisors
Minnesota
$366K -$31.4K -988 -8%
OAS
31
Optivise Advisory Services
Tennessee
$348K +$341K +10,728 New
TLA
32
Tanglewood Legacy Advisors
Texas
$291K
LA
33
Lifeworks Advisors
Michigan
$287K -$31.6K -995 -10%
FFS
34
Founders Financial Securities
Maryland
$259K +$254K +7,987 New
BRWA
35
B. Riley Wealth Advisors
Florida
$224K +$219K +6,900 New
Mariner
36
Mariner
Kansas
$223K
MCC
37
Money Concepts Capital
Florida
$219K -$8.45K -266 -4%
HP
38
Holistic Planning
Texas
$204K
CA
39
CoreCap Advisors
Michigan
$190K +$70.7K +2,225 +61%
IF
40
Integrity Financial
Wyoming
$185K -$4.07K -128 -2%
UBS Group
41
UBS Group
Switzerland
$155K +$118K +3,729 +351%
SS
42
Sunbelt Securities
Texas
$150K
HI
43
Harbour Investments
Wisconsin
$144K -$4.92K -155 -3%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$135K
AIC
45
Archer Investment Corporation
Indiana
$111K -$412K -12,975 -79%
PS
46
Principal Securities
Iowa
$40.9K +$40K +1,260 New
TSMHT
47
Thurston Springer Miller Herd & Titak
Indiana
$23.4K +$22.9K +722 New
FNWA
48
Financial Network Wealth Advisors
Utah
$17.2K +$16.9K +531 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$11K
CJ
50
Caitlin John
Michigan
$10.4K +$10.2K +322 New

GDEC Hedge Fund Activity: Q2 2024 in Review

52 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF December (GDEC) for Q2 2024, worth a combined $107M — down 20% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GDEC positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 20 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.65M. The largest seller was Osaic Holdings, cutting an estimated $7.83M.

  • 52 institutional investors held FT Vest US Equity Moderate Buffer ETF December (GDEC) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $107M of FT Vest US Equity Moderate Buffer ETF December stock for Q2 2024, down 20% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Moderate Buffer ETF December positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF December buyer in Q2 2024 was Old Mission Capital, an estimated $1.65M added.
  • The largest FT Vest US Equity Moderate Buffer ETF December seller in Q2 2024 was Osaic Holdings, an estimated $7.83M sold.

Based on aggregated 13F filings for Q2 2024.