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FT Vest US Equity Enhance & Moderate Buffer ETF December

50 hedge funds and large institutions have $212M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

222% more capital invested

Capital invested by funds: $65.8M → $212M (+$146M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

79% more funds holding

Funds holding: 2850 (+22)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

1.27% less ownership

Funds ownership: 85.79%84.51% (-1.3%)

Holders
50
Holders Change
+22
Holders Change %
+78.57%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$924K -$1.59M -54,750 -64%
CA
27
Cambridge Advisors
Nebraska
$920K +$900K +30,918 New
IA
28
Insight Advisors
Pennsylvania
$888K +$869K +29,856 New
IA
29
IFP Advisors
Florida
$669K +$638K +21,902 New
JIP
30
Jaffetilchin Investment Partners
Florida
$552K +$110K +3,777 +26%
CA
31
Corrado Advisors
New Jersey
$517K -$143K -4,914 -22%
CAN
32
Cetera Advisor Networks
California
$517K +$506K +17,383 New
KWS
33
Keystone Wealth Services
California
$479K -$4.46M -153,166 -90%
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$460K -$1.14M -39,090 -72%
Wolverine Trading
35
Wolverine Trading
Illinois
$455K +$445K +15,276 New
SOS
36
Silver Oak Securities
Tennessee
$427K +$86.9K +2,985 +26%
PAG
37
Private Advisory Group
Washington
$357K -$10.8K -370 -3%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$318K +$312K +10,700 New
ACM
39
Arlington Capital Management
Illinois
$314K +$307K +10,549 New
CBFP
40
Cedar Brook Financial Partners
Ohio
$278K +$272K +9,350 New
EWM
41
Echo Wealth Management
Minnesota
$253K +$241K +8,281 New
CF
42
Centaurus Financial
California
$250K
CFGS
43
Concourse Financial Group Securities
Alabama
$190K +$186K +6,395 New
WWMSC
44
Wagner Wealth Management (South Carolina)
South Carolina
$176K +$172K +5,910 New
CAL
45
Capital Analysts LLC
Pennsylvania
$134K
BAM
46
Belpointe Asset Management
Nevada
$100K +$98.3K +3,376 New
HI
47
Harbour Investments
Wisconsin
$79.4K -$922K -31,675 -92%
SWM
48
Spire Wealth Management
Virginia
$64K +$56.1K +1,928 +807%
AF
49
Advisornet Financial
Minnesota
$56.5K -$17.5K -600 -24%
IF
50
Integrity Financial
Wyoming
$45.9K +$24.6K +845 +121%

XDEC Hedge Fund Activity: Q4 2022 in Review

50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q4 2022, worth a combined $212M — up 222% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XDEC positions and 2 closed out — a net gain of 23 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $45M. The largest seller was Grant Street Asset Management, cutting an estimated $11M.

  • 50 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q4 2022, up from 28 in Q3 2022.
  • Funds reported $212M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q4 2022, up 222% quarter-over-quarter.
  • 25 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q4 2022 and 2 closed out, a net change of +23 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q4 2022 was Osaic Holdings, an estimated $45M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q4 2022 was Grant Street Asset Management, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2022.