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FT Vest US Equity Enhance & Moderate Buffer ETF December

79 hedge funds and large institutions have $247M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 7679 (+3)

0.71% more ownership

Funds ownership: 69.95%70.66% (+0.71%)

1% more capital invested

Capital invested by funds: $245M → $247M (+$1.37M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

71% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 42

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
12
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$54.6M -$6.51M -179,080 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M +$6.37M +175,476 +33%
RC
3
Rovin Capital
Arizona
$17.6M -$805K -22,168 -4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$14.8M +$2.83M +78,031 +24%
BFG
5
Bouchey Financial Group
New York
$14.8M -$707K -19,472 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.9M -$1.34M -36,896 -9%
Truist Financial
7
Truist Financial
North Carolina
$13M +$530K +14,590 +4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$12.4M +$40.8K +1,122 +0.3%
BFG
9
Beacon Financial Group
Texas
$8.64M -$183K -5,048 -2%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.65M -$301K -8,279 -4%
KAS
11
Kestra Advisory Services
Texas
$5.68M +$1.26M +34,576 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.55M -$274K -7,556 -5%
SP
13
Sequent Planning
Nebraska
$5.03M -$95.2K -2,622 -2%
GRP
14
Global Retirement Partners
California
$4.51M -$295K -8,122 -6%
AWA
15
Arkadios Wealth Advisors
Georgia
$3.25M -$38.7K -1,066 -1%
HI
16
Harbour Investments
Wisconsin
$3.15M -$666K -18,326 -18%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$2.47M -$436 -12 -0%
OIA
18
OneDigital Investment Advisors
Kansas
$1.9M
DAS
19
Diversify Advisory Services
Utah
$1.87M -$38.5K -1,060 -2%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.64M -$138K -3,809 -8%
OPS
21
Orion Portfolio Solutions
Nebraska
$1.64M -$138K -3,809 -8%
GSAM
22
Grant Street Asset Management
Pennsylvania
$1.63M -$112K -3,075 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.39M +$370K +10,173 +37%
CW
24
CreativeOne Wealth
Kansas
$1.38M +$1.36M +37,474 New
KPWS
25
Kestra Private Wealth Services
Texas
$1.26M +$2.76K +76 +0.2%

XDEC Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q3 2024, worth a combined $247M — up 0.56% from $245M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XDEC positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 42 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.37M. The largest seller was Osaic Holdings, cutting an estimated $6.51M.

  • 79 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $247M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q3 2024, up 0.56% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q3 2024 was Envestnet Asset Management, an estimated $6.37M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q3 2024 was Osaic Holdings, an estimated $6.51M sold.

Based on aggregated 13F filings for Q3 2024.