We are live on ! Find out more
XDEC icon

FT Vest US Equity Enhance & Moderate Buffer ETF December

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: 7479 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$463K +$52.2K +1,505 +13%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$439K +$118K +3,395 +38%
CFGS
53
Concourse Financial Group Securities
Alabama
$435K
Citadel Advisors
54
Citadel Advisors
Florida
$430K +$423K +12,194 New
PG
55
Prostatis Group
Maryland
$373K -$3.98M -114,626 -92%
AAS
56
Avantax Advisory Services
Texas
$372K +$16.1K +463 +5%
DFA
57
DHJJ Financial Advisors
Illinois
$354K +$171K +4,935 +97%
PAG
58
Private Advisory Group
Washington
$351K +$14.5K +417 +4%
OWA
59
Outlook Wealth Advisors
Texas
$347K -$286K -8,257 -46%
CBFP
60
Cedar Brook Financial Partners
Ohio
$328K -$4.3K -124 -1%
EWM
61
Echo Wealth Management
Minnesota
$321K -$17.7K -510 -5%
IA
62
IFP Advisors
Florida
$315K +$156K +4,510 +102%
PP
63
PFS Partners
New Jersey
$300K +$166K +4,797 +129%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$277K
CF
65
Centaurus Financial
California
$262K -$4.79K -138 -2%
SPC
66
Sigma Planning Corp
Michigan
$261K +$257K +7,411 New
BRWA
67
B. Riley Wealth Advisors
Florida
$251K +$265K +7,635 New
MFA
68
Millington Financial Advisors
Illinois
$212K
LI
69
LVZ Inc
Michigan
$208K
WWMSC
70
Wagner Wealth Management (South Carolina)
South Carolina
$208K -$312 -9 -0.2%
CIAS
71
Capital Investment Advisory Services
North Carolina
$200K +$194K +5,596 +6,432%
ACA
72
Aptus Capital Advisors
Alabama
$93.4K +$90.9K +2,620 +8,733%
SPIA
73
Steward Partners Investment Advisory
New York
$91.7K
IF
74
Integrity Financial
Wyoming
$70.6K +$40.1K +1,156 +137%
AssetMark Inc
75
AssetMark Inc
California
$58.2K +$57.3K +1,651 New

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.