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FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC

79 hedge funds and large institutions have $265M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more funds holding

Funds holding: 74 → 79 (+5)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

3% more capital invested

Capital invested by funds: $256M → $265M (+$8.09M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 69.75% → 68.34% (-1.4%)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
28
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.17M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.01M
3
HI
Harbour Investments
Wisconsin
+$3.33M
4
Jane Street
Jane Street
New York
+$1.75M
5
TC
TownSquare Capital
Utah
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
SW
SMART Wealth
Nebraska
-$18M
2
AWM
AE Wealth Management
Kansas
-$5.27M
3
PG
Prostatis Group
Maryland
-$3.98M
4
KA
Kure Advisory
Minnesota
-$2.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TownSquare Capital
Utah
$1.42M +$1.4M +40,410 New
CA
27
Cambridge Advisors
Nebraska
$1.38M – – –
ICG
28
InterOcean Capital Group
Tennessee
$1.21M – – –
KPWS
29
Kestra Private Wealth Services
Texas
$1.21M -$221K -6,376 -16%
FHC
30
First Heartland Consultants
Missouri
$1.1M -$355K -10,223 -25%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$1.07M -$347 -10 -0%
LA
32
LexAurum Advisors
Kansas
$883K +$869K +25,049 New
CAN
33
Cetera Advisor Networks
California
$865K +$99.1K +2,857 +13%
OBWG
34
Onyx Bridge Wealth Group
New York
$816K -$136K -3,916 -14%
SAW
35
Signal Advisors Wealth
Michigan
$792K +$130K +3,742 +20%
FWM
36
Foguth Wealth Management
Michigan
$792K +$779K +22,465 New
SFPG
37
Stonebridge Financial Planning Group
Florida
$783K +$124K +3,561 +19%
AWM
38
AE Wealth Management
Kansas
$773K -$5.27M -151,937 -87%
RFG
39
REAP Financial Group
Texas
$766K -$3.16K -91 -0.4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$749K +$584K +16,829 +382%
WP
41
WealthPLAN Partners
Nebraska
$676K +$665K +19,169 New
LPL Financial
42
LPL Financial
California
$634K +$287K +8,273 +85%
JIP
43
Jaffetilchin Investment Partners
Florida
$614K – – –
SRA
44
Secured Retirement Advisors
Minnesota
$594K +$584K +16,850 New
BW
45
Bison Wealth
Georgia
$556K – – –
Mariner
46
Mariner
Kansas
$547K -$99.1K -2,857 -16%
CA
47
Corrado Advisors
New Jersey
$543K -$29K -837 -5%
NA
48
NewEdge Advisors
Louisiana
$510K -$336K -9,700 -40%
SOS
49
Silver Oak Securities
Tennessee
$507K +$66.9K +1,929 +15%
CW
50
CreativeOne Wealth
Kansas
$464K +$456K +13,153 New
1
2
3 4

XDEC Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q1 2024, worth a combined $265M — up 3.2% from $256M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XDEC positions and 8 closed out — a net gain of 6 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.17M. The largest seller was SMART Wealth, exiting entirely with an estimated $18M sold.

  • 79 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q1 2024, up from 74 in Q4 2023.
  • Funds reported $265M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q1 2024 was Envestnet Asset Management, an estimated $9.17M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q1 2024 was SMART Wealth, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2024.