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FT Vest US Equity Enhance & Moderate Buffer ETF December

87 hedge funds and large institutions have $199M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

10% more funds holding

Funds holding: 7987 (+8)

4.35% more ownership

Funds ownership: 70.66%75.01% (+4.4%)

20% less capital invested

Capital invested by funds: $247M → $199M (-$48.2M)

63% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 38

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
14
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.15M
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$1.08M -$5.23K -141 -0.5%
LPL Financial
28
LPL Financial
California
$973K +$238K +6,431 +33%
NA
29
NewEdge Advisors
Louisiana
$883K
AA
30
Armis Advisers
Georgia
$795K +$790K +21,322 New
GS
31
GTS Securities
New York
$666K +$662K +17,868 New
JIP
32
Jaffetilchin Investment Partners
Florida
$634K
BW
33
Bison Wealth
Georgia
$588K
AWM
34
AE Wealth Management
Kansas
$587K -$140K -3,786 -19%
RC
35
Rovin Capital
Arizona
$575K -$17.2M -463,680 -97%
RFG
36
REAP Financial Group
Texas
$574K -$228K -6,148 -29%
SG
37
StoneX Group
New York
$550K +$547K +14,747 New
CW
38
CreativeOne Wealth
Kansas
$535K -$858K -23,141 -62%
FWM
39
Foguth Wealth Management
Michigan
$535K +$77.5K +2,091 +17%
SOS
40
Silver Oak Securities
Tennessee
$512K +$31.3K +843 +7%
CA
41
Corrado Advisors
New Jersey
$507K -$35.5K -958 -7%
Citadel Advisors
42
Citadel Advisors
Florida
$491K -$26.8K -723 -5%
Mariner
43
Mariner
Kansas
$481K -$38.6K -1,042 -7%
SFPG
44
Stonebridge Financial Planning Group
Florida
$462K -$126K -3,390 -21%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$461K +$458K +12,355 New
DI
46
Diligent Investors
California
$461K +$458K +12,350 New
OBWG
47
Onyx Bridge Wealth Group
New York
$460K -$263K -7,086 -36%
SAW
48
Signal Advisors Wealth
Michigan
$449K -$2.04K -55 -0.5%
TSS
49
Two Sigma Securities
New York
$421K +$418K +11,277 New
KWS
50
Keystone Wealth Services
California
$372K -$95.3K -2,572 -21%

XDEC Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q4 2024, worth a combined $199M — down 20% from $247M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XDEC positions and 11 closed out — a net gain of 8 holders — while 14 added to existing stakes and 38 trimmed.

The largest buyer was Bouchey Financial Group, adding an estimated $11.5M. The largest seller was Osaic Holdings, cutting an estimated $40.2M.

  • 87 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $199M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q4 2024, down 20% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q4 2024 was Bouchey Financial Group, an estimated $11.5M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q4 2024 was Osaic Holdings, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2024.