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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
OWA
51
Outlook Wealth Advisors
Texas
$373K
AAS
52
Avantax Advisory Services
Texas
$365K -$1.13M -35,633 -76%
EWM
53
Echo Wealth Management
Minnesota
$362K -$23.4K -736 -6%
GS
54
GTS Securities
New York
$357K +$348K +10,938 New
KCFA
55
Key Client Fiduciary Advisors
New Jersey
$330K
CBFP
56
Cedar Brook Financial Partners
Ohio
$326K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$315K -$484K -15,219 -61%
HAS
58
HBW Advisory Services
California
$306K -$323K -10,169 -52%
BRWA
59
B. Riley Wealth Advisors
Florida
$305K -$44.1K -1,388 -13%
JP Morgan Chase
60
JP Morgan Chase
New York
$302K -$2.67K -84 -0.9%
IA
61
Insight Advisors
Pennsylvania
$258K -$499K -15,714 -67%
CF
62
Centaurus Financial
California
$255K -$19.2K -604 -7%
SB
63
Strategic Blueprint
Georgia
$203K +$198K +6,229 New
PGWM
64
Pitti Group Wealth Management
New York
$203K +$198K +6,225 New
WWMSC
65
Wagner Wealth Management (South Carolina)
South Carolina
$193K
IA
66
IFP Advisors
Florida
$101K
UBS Group
67
UBS Group
Switzerland
$65.6K -$18.7K -589 -23%
SWM
68
Spire Wealth Management
Virginia
$52.2K
CAL
69
Capital Analysts LLC
Pennsylvania
$34K
IF
70
Integrity Financial
Wyoming
$27.6K -$22.2K -698 -45%
TLA
71
Tanglewood Legacy Advisors
Texas
$11.1K
ACA
72
Aptus Capital Advisors
Alabama
$979
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$979
AI
74
Atria Investments
North Carolina
-$9.62M -308,179 Closed
Jane Street
75
Jane Street
New York
-$1.31M -41,877 Closed

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.