FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
74 hedge funds and large institutions have $256M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
7% more funds holding
Funds holding: 69 → 74 (+5)
3% less capital invested
Capital invested by funds: $263M → $256M (-$6.66M)
6.44% less ownership
Funds ownership: 76.19% → 69.75% (-6.4%)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$17.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.71M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$2.63M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.47M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$21.8M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$8.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.57M |
| 4 |
RC
Rovin Capital
Mesa,
Arizona
|
-$5.94M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$3.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citadel Advisors
Miami,
Florida
| – | -$401K | -12,198 | Closed |
|
|
BRWA
77
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$251K | -7,635 | Closed |
|
|
CSPIA
78
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$60.7K | -1,845 | Closed |
|
79
UBS Group
Zurich,
Switzerland
| – | -$36.2K | -1,101 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$32.9K | -1,000 | Closed |
|
81
BlackRock
New York
| – | -$19.2K | -583 | Closed |
|
XDEC Hedge Fund Activity: Q4 2023 in Review
74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q4 2023, worth a combined $256M — down 2.5% from $263M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XDEC positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 29 trimmed.
The largest buyer was SMART Wealth, opening a new position worth an estimated $17.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $21.8M.
- 74 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $256M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q4 2023, down 2.5% quarter-over-quarter.
- 12 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q4 2023 and 7 closed out, a net change of +5 holders.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q4 2023 was SMART Wealth, an estimated $17.7M added.
- The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q4 2023 was Commonwealth Equity Services, an estimated $21.8M sold.
Based on aggregated 13F filings for Q4 2023.