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FT Vest US Equity Enhance & Moderate Buffer ETF December

76 hedge funds and large institutions have $245M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 68.34%69.95% (+1.6%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less funds holding

Funds holding: 7976 (-3)

7% less capital invested

Capital invested by funds: $265M → $245M (-$19.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

72% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 39

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
11
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.14M +$1.12M +31,550 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$1.09M -$5.47K -154 -0.5%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$994K -$553K -15,585 -36%
NA
29
NewEdge Advisors
Louisiana
$853K +$327K +9,200 +64%
AWM
30
AE Wealth Management
Kansas
$786K -$4.76K -134 -0.6%
RFG
31
REAP Financial Group
Texas
$780K -$3.27K -92 -0.4%
OBWG
32
Onyx Bridge Wealth Group
New York
$756K -$78.9K -2,223 -10%
Citadel Advisors
33
Citadel Advisors
Florida
$749K +$304K +8,561 +70%
SFPG
34
Stonebridge Financial Planning Group
Florida
$659K -$140K -3,942 -18%
LPL Financial
35
LPL Financial
California
$656K +$7.6K +214 +1%
JIP
36
Jaffetilchin Investment Partners
Florida
$628K
OMC
37
Old Mission Capital
Illinois
$615K +$605K +17,052 New
Mariner
38
Mariner
Kansas
$561K +$1.42K +40 +0.3%
BW
39
Bison Wealth
Georgia
$556K
SRA
40
Secured Retirement Advisors
Minnesota
$528K -$78.2K -2,202 -13%
CA
41
Corrado Advisors
New Jersey
$526K -$29.1K -821 -5%
KWS
42
Keystone Wealth Services
California
$472K -$1.56K -44 -0.3%
CFGS
43
Concourse Financial Group Securities
Alabama
$445K
FWM
44
Foguth Wealth Management
Michigan
$436K -$368K -10,379 -46%
SOS
45
Silver Oak Securities
Tennessee
$421K -$96K -2,705 -19%
PG
46
Prostatis Group
Maryland
$377K -$5.22K -147 -1%
DFA
47
DHJJ Financial Advisors
Illinois
$362K
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$327K -$120K -3,388 -27%
PP
49
PFS Partners
New Jersey
$307K
PAG
50
Private Advisory Group
Washington
$300K -$57.7K -1,625 -16%

XDEC Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q2 2024, worth a combined $245M — down 7.2% from $265M a quarter earlier.

Fund positioning in XDEC was balanced in Q2 2024: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 39 trimmed.

The largest buyer was Diversify Advisory Services, opening a new position worth an estimated $1.83M. The largest seller was Envestnet Asset Management, cutting an estimated $8.44M.

  • 76 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $245M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q2 2024 and 9 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q2 2024 was Diversify Advisory Services, an estimated $1.83M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q2 2024 was Envestnet Asset Management, an estimated $8.44M sold.

Based on aggregated 13F filings for Q2 2024.