We are live on ! Find out more
XDEC icon

FT Vest US Equity Enhance & Moderate Buffer ETF December

73 hedge funds and large institutions have $270M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

30.97% more ownership

Funds ownership: 78.84%109.81% (+31%)

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $272M → $270M (-$1.16M)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$1.67M -$2.54M -80,004 -61%
OMC
27
Old Mission Capital
Illinois
$1.39M +$313K +9,842 +30%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.29M +$443K +13,950 +55%
ICG
29
InterOcean Capital Group
Tennessee
$1.1M -$29.2K -920 -3%
CA
30
Cambridge Advisors
Nebraska
$1.02M
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$994K -$1.14K -36 -0.1%
NA
32
NewEdge Advisors
Louisiana
$959K -$47.7K -1,500 -5%
CAN
33
Cetera Advisor Networks
California
$958K +$228K +7,158 +32%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$950K +$925K +29,102 New
SFPG
35
Stonebridge Financial Planning Group
Florida
$911K
KIA
36
Kraematon Investment Advisors
Massachusetts
$795K
ARC
37
Advisor Resource Council
Texas
$707K -$1.8M -56,715 -72%
BW
38
Bison Wealth
Georgia
$702K +$684K +21,529 New
JIP
39
Jaffetilchin Investment Partners
Florida
$655K
Mariner
40
Mariner
Kansas
$619K -$9.22M -290,057 -94%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$593K -$6.87K -216 -1%
Citadel Advisors
42
Citadel Advisors
Florida
$560K +$546K +17,172 New
CA
43
Corrado Advisors
New Jersey
$550K -$4.96K -156 -0.9%
BCI
44
Brinker Capital Investments
Pennsylvania
$543K +$64 +2 +0%
OPS
45
Orion Portfolio Solutions
Nebraska
$543K +$64 +2 +0%
KWS
46
Keystone Wealth Services
California
$525K
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$506K +$54K +1,700 +12%
CFGS
48
Concourse Financial Group Securities
Alabama
$413K
SOS
49
Silver Oak Securities
Tennessee
$393K -$186K -5,846 -33%
PAG
50
Private Advisory Group
Washington
$389K +$2.26K +71 +0.6%

XDEC Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q2 2023, worth a combined $270M — down 0.43% from $272M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XDEC positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 31 trimmed.

The largest buyer was Prostatis Group, adding an estimated $146M. The largest seller was Kestra Advisory Services, cutting an estimated $10.6M.

  • 73 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q2 2023, up from 71 in Q1 2023.
  • Funds reported $270M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q2 2023, down 0.43% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q2 2023 and 5 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q2 2023 was Prostatis Group, an estimated $146M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q2 2023 was Kestra Advisory Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2023.