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FT Vest US Equity Enhance & Moderate Buffer ETF December

79 hedge funds and large institutions have $247M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 7679 (+3)

0.71% more ownership

Funds ownership: 69.95%70.66% (+0.71%)

1% more capital invested

Capital invested by funds: $245M → $247M (+$1.37M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

71% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 42

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
12
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cambridge Advisors
Nebraska
$1.25M -$178K -4,905 -13%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$1.14M -$22.9K -630 -2%
FHC
28
First Heartland Consultants
Missouri
$1.09M -$126K -3,463 -10%
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$1.07M -$38.2K -1,052 -3%
NA
30
NewEdge Advisors
Louisiana
$870K
RFG
31
REAP Financial Group
Texas
$792K -$3.2K -88 -0.4%
LPL Financial
32
LPL Financial
California
$722K +$52.4K +1,443 +8%
AWM
33
AE Wealth Management
Kansas
$718K -$82.1K -2,261 -10%
OBWG
34
Onyx Bridge Wealth Group
New York
$714K -$56.4K -1,553 -7%
AI
35
Atria Investments
North Carolina
$704K +$696K +19,156 New
SCA
36
Sage Capital Advisors
South Dakota
$692K +$683K +18,807 New
JIP
37
Jaffetilchin Investment Partners
Florida
$625K -$15K -412 -2%
SFPG
38
Stonebridge Financial Planning Group
Florida
$581K -$90.1K -2,480 -14%
BW
39
Bison Wealth
Georgia
$580K
CA
40
Corrado Advisors
New Jersey
$535K -$908 -25 -0.2%
Mariner
41
Mariner
Kansas
$513K -$58.8K -1,618 -10%
Citadel Advisors
42
Citadel Advisors
Florida
$511K -$249K -6,868 -33%
SOS
43
Silver Oak Securities
Tennessee
$474K +$43.9K +1,208 +10%
KWS
44
Keystone Wealth Services
California
$461K -$20K -550 -4%
CFGS
45
Concourse Financial Group Securities
Alabama
$453K
SAW
46
Signal Advisors Wealth
Michigan
$444K +$191K +5,247 +77%
FWM
47
Foguth Wealth Management
Michigan
$442K -$2K -55 -0.5%
DFA
48
DHJJ Financial Advisors
Illinois
$369K
Jane Street
49
Jane Street
New York
$362K +$358K +9,851 New
OWA
50
Outlook Wealth Advisors
Texas
$362K

XDEC Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q3 2024, worth a combined $247M — up 0.56% from $245M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XDEC positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 42 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.37M. The largest seller was Osaic Holdings, cutting an estimated $6.51M.

  • 79 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $247M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q3 2024 was Envestnet Asset Management, an estimated $6.37M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q3 2024 was Osaic Holdings, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2024.