FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
71 hedge funds and large institutions have $272M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 4 closing their positions.
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
42% more funds holding
Funds holding: 50 → 71 (+21)
28% more capital invested
Capital invested by funds: $212M → $272M (+$59.5M)
5.67% less ownership
Funds ownership: 84.51% → 78.84% (-5.7%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$29.5M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$9.47M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$9.45M |
| 4 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$7.79M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$11.9M |
| 2 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$6.12M |
| 3 |
SG
StoneX Group
New York
|
-$2.32M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$771K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$683K |
XDEC Hedge Fund Activity: Q1 2023 in Review
71 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q1 2023, worth a combined $272M — up 28% from $212M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XDEC positions and 4 closed out — a net gain of 21 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $29.5M. The largest seller was Cetera Advisors, cutting an estimated $11.9M.
- 71 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $272M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q1 2023, up 28% quarter-over-quarter.
- 25 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q1 2023 and 4 closed out, a net change of +21 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q1 2023 was Commonwealth Equity Services, an estimated $29.5M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q1 2023 was Cetera Advisors, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2023.