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FT Vest US Equity Enhance & Moderate Buffer ETF December

28 hedge funds and large institutions have $65.8M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $50.9M → $65.8M (+$14.9M)

8% more funds holding

Funds holding: 2628 (+2)

4.79% more ownership

Funds ownership: 81%85.79% (+4.8%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
8
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$22.1M -$448K -15,533 -2%
GSAM
2
Grant Street Asset Management
Pennsylvania
$12.1M +$12.7M +440,294 New
CA
3
Cetera Advisors
Colorado
$8.46M +$7.98M +276,601 +904%
KWS
4
Keystone Wealth Services
California
$4.66M -$554K -19,200 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.32M +$65.4K +2,267 +2%
NA
6
NewEdge Advisors
Louisiana
$2.36M -$427K -14,800 -15%
LNC
7
Lincoln National Corp
Pennsylvania
$2.02M -$57.7K -2,000 -3%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$1.5M -$24.3K -842 -2%
APA
9
American Portfolios Advisors
New York
$1.27M
HI
10
Harbour Investments
Wisconsin
$958K
Osaic Holdings
11
Osaic Holdings
Arizona
$892K +$210K +7,287 +29%
AAS
12
Avantax Advisory Services
Texas
$816K +$34.1K +1,182 +4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$682K +$50.3K +1,743 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$678K -$151K -5,230 -18%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$645K +$7.1K +246 +1%
CA
16
Corrado Advisors
New Jersey
$615K -$18K -625 -3%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$408K
JIP
18
Jaffetilchin Investment Partners
Florida
$407K +$426K +14,769 New
KAS
19
Kestra Advisory Services
Texas
$407K +$426K +14,778 New
SOS
20
Silver Oak Securities
Tennessee
$374K +$328K +11,368 New
PAG
21
Private Advisory Group
Washington
$341K +$62K +2,150 +21%
CWG
22
Crown Wealth Group
North Carolina
$293K
CF
23
Centaurus Financial
California
$232K +$37.2K +1,291 +18%
CAL
24
Capital Analysts LLC
Pennsylvania
$124K
AF
25
Advisornet Financial
Minnesota
$69K -$2.88K -100 -4%

XDEC Hedge Fund Activity: Q3 2022 in Review

28 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q3 2022, worth a combined $65.8M — up 29% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XDEC positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Grant Street Asset Management, opening a new position worth an estimated $12.7M. The largest seller was Onyx Bridge Wealth Group, exiting entirely with an estimated $2.15M sold.

  • 28 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q3 2022, up from 26 in Q2 2022.
  • Funds reported $65.8M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q3 2022, up 29% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q3 2022 and 4 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q3 2022 was Grant Street Asset Management, an estimated $12.7M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q3 2022 was Onyx Bridge Wealth Group, an estimated $2.15M sold.

Based on aggregated 13F filings for Q3 2022.