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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
PAG
51
Private Advisor Group
New Jersey
$284K -$2.32M -65,220 -89%
EWM
52
Echo Wealth Management
Minnesota
$280K -$47.6K -1,342 -15%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$280K -$2.77K -78 -1%
CF
54
Centaurus Financial
California
$268K
SPC
55
Sigma Planning Corp
Michigan
$267K
IA
56
IFP Advisors
Florida
$265K -$56.1K -1,580 -18%
TC
57
TownSquare Capital
Utah
$262K -$1.18M -33,135 -82%
SAW
58
Signal Advisors Wealth
Michigan
$247K -$555K -15,626 -70%
AAS
59
Avantax Advisory Services
Texas
$243K -$135K -3,800 -36%
LI
60
LVZ Inc
Michigan
$213K
WWMSC
61
Wagner Wealth Management (South Carolina)
South Carolina
$213K
SEIA
62
Signature Estate & Investment Advisors
California
$212K +$209K +5,879 New
MA
63
Mutual Advisors
Nebraska
$203K +$199K +5,600 New
Corient Private Wealth
64
Corient Private Wealth
Florida
$200K +$197K +5,551 New
MFA
65
Millington Financial Advisors
Illinois
$200K -$16.8K -473 -8%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$164K -$593K -16,692 -79%
CIAS
67
Capital Investment Advisory Services
North Carolina
$123K -$81K -2,281 -40%
ACA
68
Aptus Capital Advisors
Alabama
$95.6K
SPIA
69
Steward Partners Investment Advisory
New York
$93.8K
IF
70
Integrity Financial
Wyoming
$72.2K
AssetMark Inc
71
AssetMark Inc
California
$59.6K
UBS Group
72
UBS Group
Switzerland
$53.6K +$52.7K +1,485 New
SWM
73
Spire Wealth Management
Virginia
$43.3K
PS
74
Principal Securities
Iowa
$40.6K +$39.9K +1,125 New
NS
75
NBC Securities
Alabama
$5K

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.