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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
Barclays
76
Barclays
United Kingdom
$155K +$130K +3,494 +532%
SPIA
77
Steward Partners Investment Advisory
New York
$97K
Morgan Stanley
78
Morgan Stanley
New York
$86.4K
AssetMark Inc
79
AssetMark Inc
California
$61.6K
BlackRock
80
BlackRock
New York
$50.6K +$50.3K +1,356 New
SWM
81
Spire Wealth Management
Virginia
$44.8K
IF
82
Integrity Financial
Wyoming
$32.5K -$10.6K -285 -25%
JP Morgan Chase
83
JP Morgan Chase
New York
$28.9K +$28.8K +776 New
PS
84
Principal Securities
Iowa
$27.6K
IWM
85
IMG Wealth Management
Florida
$17.9K +$17.8K +480 New
Bank of America
86
Bank of America
North Carolina
$2.46K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$1.16K +$1.15K +31 New
OIA
88
OneDigital Investment Advisors
Kansas
-$1.9M -51,600 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
-$1.39M -37,728 Closed
AI
90
Atria Investments
North Carolina
-$704K -19,156 Closed
SCA
91
Sage Capital Advisors
South Dakota
-$692K -18,807 Closed
UBS Group
92
UBS Group
Switzerland
-$240K -6,523 Closed
HIM
93
Hanlon Investment Management
New Jersey
-$237K -6,452 Closed
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
-$220K -5,975 Closed
WAP
95
Wealthcare Advisory Partners
Pennsylvania
-$208K -5,645 Closed
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
-$143K -3,885 Closed
NS
97
NBC Securities
Alabama
-$5K -145 Closed
CIAS
98
Capital Investment Advisory Services
North Carolina
-$3.2K -87 Closed

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.