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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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$361K +$74.2K +2,043 +26%
PG
52
Prostatis Group
Maryland
$336K -$46.8K -1,288 -12%
PAG
53
Private Advisory Group
Washington
$305K -$1.38K -38 -0.5%
CF
54
Centaurus Financial
California
$273K
SPC
55
Sigma Planning Corp
Michigan
$273K
EWM
56
Echo Wealth Management
Minnesota
$269K -$16.4K -452 -6%
PP
57
PFS Partners
New Jersey
$254K -$57.6K -1,586 -19%
PAG
58
Private Advisor Group
New Jersey
$243K -$46.2K -1,273 -16%
UBS Group
59
UBS Group
Switzerland
$240K +$183K +5,038 +339%
HIM
60
Hanlon Investment Management
New Jersey
$237K +$234K +6,452 New
TC
61
TownSquare Capital
Utah
$232K -$35.4K -975 -13%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$220K +$217K +5,975 New
LI
63
LVZ Inc
Michigan
$217K
WWMSC
64
Wagner Wealth Management (South Carolina)
South Carolina
$217K
SEIA
65
Signature Estate & Investment Advisors
California
$216K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$208K -$124K -3,415 -38%
IA
67
IFP Advisors
Florida
$160K -$109K -3,000 -41%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$143K -$23.9K -657 -14%
ACA
69
Aptus Capital Advisors
Alabama
$97.4K
SPIA
70
Steward Partners Investment Advisory
New York
$95.6K
Morgan Stanley
71
Morgan Stanley
New York
$85.2K +$84.1K +2,316 New
AssetMark Inc
72
AssetMark Inc
California
$60.7K
SWM
73
Spire Wealth Management
Virginia
$44.1K
IF
74
Integrity Financial
Wyoming
$42.5K -$30.7K -845 -42%
PS
75
Principal Securities
Iowa
$27.2K -$13.9K -384 -34%

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.