We are live on ! Find out more
XDEC icon

FT Vest US Equity Enhance & Moderate Buffer ETF December

69 hedge funds and large institutions have $263M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $270M → $263M (-$7.31M)

5% less funds holding

Funds holding: 7369 (-4)

33.62% less ownership

Funds ownership: 109.81%76.19% (-34%)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

77% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 43

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$62.7M +$8.01M +243,649 +15%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34.9M -$2.82M -85,831 -7%
BFG
3
Bouchey Financial Group
New York
$22.1M -$677K -20,586 -3%
RC
4
Rovin Capital
Arizona
$21.7M +$52.6K +1,600 +0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M -$392K -11,921 -2%
Truist Financial
6
Truist Financial
North Carolina
$10.9M +$520K +15,802 +5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$10.8M -$2.29M -69,748 -17%
BFG
8
Beacon Financial Group
Texas
$8.38M +$253K +7,678 +3%
CA
9
Cetera Advisors
Colorado
$7.05M +$168K +5,115 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$5.93M -$316K -9,603 -5%
PG
11
Prostatis Group
Maryland
$4.63M -$151M -4,600,042 -97%
KPWS
12
Kestra Private Wealth Services
Texas
$4.54M -$336K -10,228 -7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.51M -$397K -12,065 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.14M -$1.55M -47,023 -27%
KAS
15
Kestra Advisory Services
Texas
$3.42M -$1.33M -40,483 -28%
LNC
16
Lincoln National Corp
Pennsylvania
$2.85M -$3.29K -100 -0.1%
GRP
17
Global Retirement Partners
California
$2.7M -$20K -607 -0.7%
HI
18
Harbour Investments
Wisconsin
$2.69M -$765K -23,270 -22%
KA
19
Kure Advisory
Minnesota
$2.46M +$2.46M +74,925 New
MSFS
20
Main Street Financial Solutions
Pennsylvania
$2.27M -$32.9K -1,000 -1%
GSAM
21
Grant Street Asset Management
Pennsylvania
$2.14M -$124K -3,772 -5%
AWM
22
AE Wealth Management
Kansas
$2.07M -$500K -15,213 -19%
WP
23
WealthSource Partners
California
$1.72M
AWS
24
Atria Wealth Solutions
New York
$1.65M -$60.4K -1,837 -4%
ACA
25
Aptus Capital Advisors
Alabama
$1.47M +$1.47M +44,590 +148,633%

XDEC Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q3 2023, worth a combined $263M — down 2.7% from $270M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of XDEC and 6 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 10 added.

The largest buyer was Osaic Holdings, adding an estimated $8.01M. The largest seller was Prostatis Group, cutting an estimated $151M.

  • 69 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q3 2023, down from 73 in Q2 2023.
  • Funds reported $263M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q3 2023 and 10 closed out, a net change of -4 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q3 2023 was Osaic Holdings, an estimated $8.01M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q3 2023 was Prostatis Group, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.