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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
DFA
51
DHJJ Financial Advisors
Illinois
$368K -$6.3K -170 -2%
OWA
52
Outlook Wealth Advisors
Texas
$367K
CA
53
Cambridge Advisors
Nebraska
$358K -$907K -24,478 -72%
PAG
54
Private Advisory Group
Washington
$334K +$24.7K +666 +8%
CFGS
55
Concourse Financial Group Securities
Alabama
$320K -$144K -3,896 -32%
First Trust Advisors
56
First Trust Advisors
Illinois
$319K +$317K +8,555 New
PP
57
PFS Partners
New Jersey
$301K +$43K +1,159 +17%
PG
58
Prostatis Group
Maryland
$290K -$50.7K -1,367 -15%
BCI
59
Brinker Capital Investments
Pennsylvania
$289K -$1.36M -36,804 -83%
OPS
60
Orion Portfolio Solutions
Nebraska
$289K -$1.36M -36,804 -83%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$277K -$88.9K -2,398 -24%
SPC
62
Sigma Planning Corp
Michigan
$276K
AA
63
Alesco Advisors
New York
$231K +$229K +6,190 New
EWM
64
Echo Wealth Management
Minnesota
$224K -$48.9K -1,319 -18%
AWA
65
Arkadios Wealth Advisors
Georgia
$221K -$3.06M -82,431 -93%
LI
66
LVZ Inc
Michigan
$220K
WWMSC
67
Wagner Wealth Management (South Carolina)
South Carolina
$220K
SEIA
68
Signature Estate & Investment Advisors
California
$219K -$667 -18 -0.3%
CF
69
Centaurus Financial
California
$217K -$60.2K -1,623 -22%
PAG
70
Private Advisor Group
New Jersey
$212K -$34K -916 -14%
ASN
71
Advisory Services Network
Georgia
$211K +$209K +5,646 New
TC
72
TownSquare Capital
Utah
$206K -$28.5K -768 -12%
PGWM
73
Pitti Group Wealth Management
New York
$206K +$205K +5,525 New
MA
74
Mutual Advisors
Nebraska
$202K +$200K +5,396 New
IA
75
IFP Advisors
Florida
$163K

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.