FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
28 hedge funds and large institutions have $65.8M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
29% more capital invested
Capital invested by funds: $50.9M → $65.8M (+$14.9M)
8% more funds holding
Funds holding: 26 → 28 (+2)
4.79% more ownership
Funds ownership: 81% → 85.79% (+4.8%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
+$12.7M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$7.98M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$426K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$426K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$2.15M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$554K |
| 4 |
KWS
Keystone Wealth Services
Palm Desert,
California
|
-$554K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$512K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IF
26
Integrity Financial
Cheyenne,
Wyoming
| $19K | +$20.1K | +698 | New |
|
|
SWM
27
Spire Wealth Management
Mclean,
Virginia
| $7K | -$38.4K | -1,333 | -85% |
|
28
UBS Group
Zurich,
Switzerland
| $6K | +$5.8K | +201 | New |
|
|
OBWG
29
Onyx Bridge Wealth Group
Tarrytown,
New York
| – | -$2.15M | -75,130 | Closed |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$1.1M | -39,485 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$554K | -19,849 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$512K | -18,359 | Closed |
|
XDEC Hedge Fund Activity: Q3 2022 in Review
28 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q3 2022, worth a combined $65.8M — up 29% from $50.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XDEC positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Grant Street Asset Management, opening a new position worth an estimated $12.7M. The largest seller was Onyx Bridge Wealth Group, exiting entirely with an estimated $2.15M sold.
- 28 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q3 2022, up from 26 in Q2 2022.
- Funds reported $65.8M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q3 2022, up 29% quarter-over-quarter.
- 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q3 2022 and 4 closed out, a net change of +2 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q3 2022 was Grant Street Asset Management, an estimated $12.7M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q3 2022 was Onyx Bridge Wealth Group, an estimated $2.15M sold.
Based on aggregated 13F filings for Q3 2022.