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FT Vest US Equity Enhance & Moderate Buffer ETF December

73 hedge funds and large institutions have $270M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

30.97% more ownership

Funds ownership: 78.84%109.81% (+31%)

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $272M → $270M (-$1.16M)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$54.3M -$89K -2,801 -0.2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.5M +$1.5M +47,072 +4%
BFG
3
Bouchey Financial Group
New York
$22.6M -$1.27M -39,855 -5%
RC
4
Rovin Capital
Arizona
$21.4M +$385K +12,124 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.5M +$24.2K +762 +0.2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$13M -$5.66M -178,043 -31%
Truist Financial
7
Truist Financial
North Carolina
$10.3M -$263K -8,289 -3%
BFG
8
Beacon Financial Group
Texas
$7.99M -$270K -8,488 -3%
CA
9
Cetera Advisors
Colorado
$6.82M -$1.75M -55,169 -21%
MML Investors Services
10
MML Investors Services
Massachusetts
$6.2M +$932K +29,337 +18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.64M -$62.8K -1,975 -1%
PG
12
Prostatis Group
Maryland
$4.87M +$146M +4,587,052 +2,975%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.86M -$1.04M -32,855 -18%
KPWS
14
Kestra Private Wealth Services
Texas
$4.84M -$6.71M -211,074 -59%
KAS
15
Kestra Advisory Services
Texas
$4.72M -$10.6M -334,067 -70%
HI
16
Harbour Investments
Wisconsin
$3.43M +$1.32M +41,586 +65%
MA
17
Mutual Advisors
Nebraska
$3.03M -$1.37M -42,977 -32%
LNC
18
Lincoln National Corp
Pennsylvania
$2.83M +$31.6K +995 +1%
GRP
19
Global Retirement Partners
California
$2.7M +$33.7K +1,059 +1%
AWM
20
AE Wealth Management
Kansas
$2.55M +$25.6K +806 +1%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$2.28M
GSAM
22
Grant Street Asset Management
Pennsylvania
$2.24M -$379K -11,915 -15%
OBWG
23
Onyx Bridge Wealth Group
New York
$2.06M +$29.3K +923 +1%
WP
24
WealthSource Partners
California
$1.7M
AWS
25
Atria Wealth Solutions
New York
$1.69M +$1.65M +51,923 New

XDEC Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q2 2023, worth a combined $270M — down 0.43% from $272M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XDEC positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 31 trimmed.

The largest buyer was Prostatis Group, adding an estimated $146M. The largest seller was Kestra Advisory Services, cutting an estimated $10.6M.

  • 73 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q2 2023, up from 71 in Q1 2023.
  • Funds reported $270M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q2 2023, down 0.43% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q2 2023 and 5 closed out, a net change of +2 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q2 2023 was Prostatis Group, an estimated $146M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q2 2023 was Kestra Advisory Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2023.