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FT Vest US Equity Moderate Buffer ETF December

53 hedge funds and large institutions have $88.3M invested in FT Vest US Equity Moderate Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 5253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 60.23%59.64% (-0.59%)

17% less capital invested

Capital invested by funds: $107M → $88.3M (-$18.3M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
14
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cambridge Advisors
Nebraska
$509K -$146K -4,450 -23%
FFS
27
Founders Financial Securities
Maryland
$504K +$235K +7,182 +90%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$467K +$37.3K +1,139 +9%
AI
29
Atria Investments
North Carolina
$466K +$459K +14,023 New
DFA
30
DHJJ Financial Advisors
Illinois
$456K
AWS
31
Atria Wealth Solutions
New York
$425K -$4.25K -130 -1%
OMC
32
Old Mission Capital
Illinois
$315K -$1.39M -42,484 -82%
NFG
33
Nations Financial Group
Iowa
$309K -$163K -4,970 -35%
TLA
34
Tanglewood Legacy Advisors
Texas
$298K
Mariner
35
Mariner
Kansas
$251K +$22.1K +675 +10%
FPWM
36
FSB Premier Wealth Management
Iowa
$242K +$239K +7,296 New
LA
37
Lifeworks Advisors
Michigan
$239K -$54.3K -1,660 -19%
BRWA
38
B. Riley Wealth Advisors
Florida
$229K
MCC
39
Money Concepts Capital
Florida
$224K
SP
40
Sequent Planning
Nebraska
$216K +$213K +6,517 New
CA
41
CoreCap Advisors
Michigan
$209K +$15.1K +461 +8%
IF
42
Integrity Financial
Wyoming
$185K -$3.83K -117 -2%
SS
43
Sunbelt Securities
Texas
$154K
HI
44
Harbour Investments
Wisconsin
$131K -$16.3K -498 -11%
AIC
45
Archer Investment Corporation
Indiana
$113K
OP
46
ORG Partners
Indiana
$66.4K +$65.4K +2,000 New
PS
47
Principal Securities
Iowa
$27.4K -$14.2K -435 -35%
TSMHT
48
Thurston Springer Miller Herd & Titak
Indiana
$22.8K -$1.15K -35 -5%
Wells Fargo
49
Wells Fargo
California
$12.9K +$12.7K +389 New
CJ
50
Caitlin John
Michigan
$11.6K +$752 +23 +7%

GDEC Hedge Fund Activity: Q3 2024 in Review

53 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF December (GDEC) for Q3 2024, worth a combined $88.3M — down 17% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GDEC positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.58M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.2M.

  • 53 institutional investors held FT Vest US Equity Moderate Buffer ETF December (GDEC) as of Q3 2024, up from 52 in Q2 2024.
  • Funds reported $88.3M of FT Vest US Equity Moderate Buffer ETF December stock for Q3 2024, down 17% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Moderate Buffer ETF December positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF December buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.58M added.
  • The largest FT Vest US Equity Moderate Buffer ETF December seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.