We are live on ! Find out more
XDEC icon

FT Vest US Equity Enhance & Moderate Buffer ETF December

50 hedge funds and large institutions have $212M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 2

222% more capital invested

Capital invested by funds: $65.8M → $212M (+$146M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

79% more funds holding

Funds holding: 2850 (+22)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

1.27% less ownership

Funds ownership: 85.79%84.51% (-1.3%)

Holders
50
Holders Change
+22
Holders Change %
+78.57%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
25
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$46.9M +$45M +1,544,005 +4,770%
BFG
2
Bouchey Financial Group
New York
$22.1M -$1.74M -59,650 -7%
CA
3
Cetera Advisors
Colorado
$19.4M +$10M +344,081 +112%
RC
4
Rovin Capital
Arizona
$19M +$18.6M +638,019 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$12.8M +$12.5M +430,423 New
KAS
6
Kestra Advisory Services
Texas
$12.4M +$11.7M +401,316 +2,716%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.2M +$9.24M +317,345 +1,289%
KPWS
8
Kestra Private Wealth Services
Texas
$9.64M +$9.43M +323,835 New
Truist Financial
9
Truist Financial
North Carolina
$8.35M +$8.15M +280,004 New
OBWG
10
Onyx Bridge Wealth Group
New York
$7.88M +$7.63M +262,085 New
PG
11
Prostatis Group
Maryland
$4.75M +$4.65M +159,719 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.15M +$556K +19,108 +16%
MA
13
Mutual Advisors
Nebraska
$3.46M +$3.38M +116,211 New
FHC
14
First Heartland Consultants
Missouri
$3.16M +$3.09M +106,234 New
LNC
15
Lincoln National Corp
Pennsylvania
$2.48M +$289K +9,918 +13%
SG
16
StoneX Group
New York
$2.32M +$2.27M +78,049 New
AAS
17
Avantax Advisory Services
Texas
$2.14M +$1.23M +42,372 +143%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$2.03M +$1.56M +53,418 +361%
AWM
19
AE Wealth Management
Kansas
$1.96M +$1.91M +65,749 New
GSAM
20
Grant Street Asset Management
Pennsylvania
$1.83M -$11M -378,708 -86%
WP
21
WealthSource Partners
California
$1.41M +$1.38M +47,500 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.41M +$697K +23,930 +102%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.06M +$313K +10,733 +43%
BRWA
24
B. Riley Wealth Advisors
Florida
$982K +$961K +32,991 New
ICG
25
InterOcean Capital Group
Tennessee
$976K +$955K +32,810 New

XDEC Hedge Fund Activity: Q4 2022 in Review

50 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q4 2022, worth a combined $212M — up 222% from $65.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XDEC positions and 2 closed out — a net gain of 23 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $45M. The largest seller was Grant Street Asset Management, cutting an estimated $11M.

  • 50 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q4 2022, up from 28 in Q3 2022.
  • Funds reported $212M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q4 2022, up 222% quarter-over-quarter.
  • 25 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q4 2022 and 2 closed out, a net change of +23 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q4 2022 was Osaic Holdings, an estimated $45M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q4 2022 was Grant Street Asset Management, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2022.