FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
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.
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: 79 → 76 (-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: 2 → 1 (-1)
72% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
+$1.83M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.83M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.12M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$664K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.44M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.88M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.54M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.32M |
| 5 |
Jane Street
New York
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
76
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.19K | +$64K | +1,803 | +6% |
|
|
LNC
77
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$2.88M | -81,609 | Closed |
|
|
78
Jane Street
New York
| – | -$1.78M | -50,584 | Closed |
|
|
LA
79
LexAurum Advisors
Overland Park,
Kansas
| – | -$883K | -25,049 | Closed |
|
|
WP
80
WealthPLAN Partners
Omaha,
Nebraska
| – | -$676K | -19,169 | Closed |
|
|
CW
81
CreativeOne Wealth
Overland Park,
Kansas
| – | -$464K | -13,153 | Closed |
|
|
CBFP
82
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$328K | -9,290 | Closed |
|
|
BRWA
83
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$251K | -7,635 | Closed |
|
|
TLA
84
Tanglewood Legacy Advisors
Houston,
Texas
| – | -$12K | -340 | Closed |
|
|
RCM
85
Raleigh Capital Management
Cary,
North Carolina
| – | -$1.06K | -30 | Closed |
|
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.