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FT Vest US Equity Enhance & Moderate Buffer ETF December

79 hedge funds and large institutions have $265M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more funds holding

Funds holding: 7479 (+5)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

3% more capital invested

Capital invested by funds: $256M → $265M (+$8.09M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.41% less ownership

Funds ownership: 69.75%68.34% (-1.4%)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
28
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$58M -$2.28M -65,818 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.9M +$9.17M +264,470 +53%
RC
3
Rovin Capital
Arizona
$17.4M +$421K +12,125 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.5M +$923K +26,618 +6%
BFG
5
Bouchey Financial Group
New York
$15M -$17.1K -493 -0.1%
Truist Financial
6
Truist Financial
North Carolina
$12.3M +$217K +6,250 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11.8M +$7.01M +202,020 +151%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$11.8M -$198K -5,714 -2%
BFG
9
Beacon Financial Group
Texas
$8.58M -$428K -12,353 -5%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.51M +$596K +17,168 +9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.88M +$587K +16,932 +10%
CA
12
Cetera Advisors
Colorado
$6.32M -$73.1K -2,106 -1%
HI
13
Harbour Investments
Wisconsin
$6.19M +$3.33M +96,060 +121%
SP
14
Sequent Planning
Nebraska
$5M +$4.92M +141,881 New
GRP
15
Global Retirement Partners
California
$4.45M +$13K +375 +0.3%
KAS
16
Kestra Advisory Services
Texas
$4.02M +$38.4K +1,106 +1%
AWA
17
Arkadios Wealth Advisors
Georgia
$3.29M +$62.6K +1,805 +2%
LNC
18
Lincoln National Corp
Pennsylvania
$2.88M -$106K -3,056 -4%
PAG
19
Private Advisor Group
New Jersey
$2.58M -$17.6K -506 -0.7%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$2.4M -$27.8K -802 -1%
Jane Street
21
Jane Street
New York
$1.78M +$1.75M +50,584 New
GSAM
22
Grant Street Asset Management
Pennsylvania
$1.75M -$437K -12,611 -20%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.71M -$271K -7,809 -14%
OPS
24
Orion Portfolio Solutions
Nebraska
$1.71M -$271K -7,809 -14%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.52M +$469K +13,518 +46%

XDEC Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q1 2024, worth a combined $265M — up 3.2% from $256M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XDEC positions and 8 closed out — a net gain of 6 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.17M. The largest seller was SMART Wealth, exiting entirely with an estimated $18M sold.

  • 79 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q1 2024, up from 74 in Q4 2023.
  • Funds reported $265M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 14 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q1 2024 was Envestnet Asset Management, an estimated $9.17M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q1 2024 was SMART Wealth, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2024.