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FT Vest US Equity Enhance & Moderate Buffer ETF December

76 hedge funds and large institutions have $245M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 68.34%69.95% (+1.6%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less funds holding

Funds holding: 7976 (-3)

7% less capital invested

Capital invested by funds: $265M → $245M (-$19.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

72% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 39

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
11
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$60M +$664K +18,691 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.9M -$8.44M -237,859 -31%
RC
3
Rovin Capital
Arizona
$18.1M +$269K +7,567 +2%
BFG
4
Bouchey Financial Group
New York
$15.2M -$179K -5,040 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15M -$821K -23,124 -5%
Truist Financial
6
Truist Financial
North Carolina
$12.2M -$303K -8,541 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$12.1M +$53.3K +1,502 +0.4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$11.7M -$389K -10,967 -3%
BFG
9
Beacon Financial Group
Texas
$8.66M -$116K -3,273 -1%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.81M +$120K +3,379 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.72M -$1.3M -36,613 -19%
OWA
12
Outlook Wealth Advisors
Texas
$5.31M
SP
13
Sequent Planning
Nebraska
$5.03M -$85.9K -2,419 -2%
GRP
14
Global Retirement Partners
California
$4.72M +$160K +4,514 +4%
KAS
15
Kestra Advisory Services
Texas
$4.32M +$207K +5,839 +5%
HI
16
Harbour Investments
Wisconsin
$3.75M -$2.54M -71,405 -41%
AWA
17
Arkadios Wealth Advisors
Georgia
$3.23M -$135K -3,798 -4%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$2.43M -$30.7K -866 -1%
DAS
19
Diversify Advisory Services
Utah
$1.87M +$1.83M +51,600 New
OIA
20
OneDigital Investment Advisors
Kansas
$1.86M +$1.83M +51,600 New
BCI
21
Brinker Capital Investments
Pennsylvania
$1.74M -$71 -2 -0%
OPS
22
Orion Portfolio Solutions
Nebraska
$1.74M -$71 -2 -0%
GSAM
23
Grant Street Asset Management
Pennsylvania
$1.71M -$81.8K -2,303 -5%
CA
24
Cambridge Advisors
Nebraska
$1.41M -$9.76K -275 -0.7%
KPWS
25
Kestra Private Wealth Services
Texas
$1.24M

XDEC Hedge Fund Activity: Q2 2024 in Review

76 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q2 2024, worth a combined $245M — down 7.2% from $265M a quarter earlier.

Fund positioning in XDEC was balanced in Q2 2024: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 39 trimmed.

The largest buyer was Diversify Advisory Services, opening a new position worth an estimated $1.83M. The largest seller was Envestnet Asset Management, cutting an estimated $8.44M.

  • 76 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $245M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q2 2024 and 9 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q2 2024 was Diversify Advisory Services, an estimated $1.83M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q2 2024 was Envestnet Asset Management, an estimated $8.44M sold.

Based on aggregated 13F filings for Q2 2024.