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FT Vest US Equity Enhance & Moderate Buffer ETF December

87 hedge funds and large institutions have $199M invested in FT Vest US Equity Enhance & Moderate Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

10% more funds holding

Funds holding: 7987 (+8)

4.35% more ownership

Funds ownership: 70.66%75.01% (+4.4%)

20% less capital invested

Capital invested by funds: $247M → $199M (-$48.2M)

63% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 38

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
14
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$26.5M +$11.5M +309,517 +77%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.8M +$1.68M +45,205 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.6M -$10.5M -283,036 -40%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.9M -$40.2M -1,084,269 -73%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$12.8M +$173K +4,677 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.2M -$4.77M -128,710 -32%
Truist Financial
7
Truist Financial
North Carolina
$10.1M -$3.1M -83,644 -24%
BFG
8
Beacon Financial Group
Texas
$8.57M -$198K -5,337 -2%
GW
9
Griffith & Werner
Georgia
$6.39M +$6.35M +171,348 New
KAS
10
Kestra Advisory Services
Texas
$6.25M +$490K +13,224 +9%
MML Investors Services
11
MML Investors Services
Massachusetts
$5.99M -$1.77M -47,626 -23%
SP
12
Sequent Planning
Nebraska
$4.88M -$219K -5,905 -4%
GRP
13
Global Retirement Partners
California
$4.6M +$31.5K +849 +0.7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.36M -$1.26M -34,028 -23%
AFP
15
Ausdal Financial Partners
Iowa
$3.82M +$3.79M +102,294 New
ACA
16
Aptus Capital Advisors
Alabama
$3.55M +$3.43M +92,578 +3,494%
FGG
17
Financial Guidance Group
Florida
$3.55M +$3.53M +95,228 New
FHC
18
First Heartland Consultants
Missouri
$3.3M +$2.18M +58,865 +199%
HI
19
Harbour Investments
Wisconsin
$3.17M -$25.7K -694 -0.8%
Ameriprise
20
Ameriprise
Minnesota
$2.75M +$2.73M +73,623 New
MSFS
21
Main Street Financial Solutions
Pennsylvania
$2.51M
Jane Street
22
Jane Street
New York
$2.14M +$1.76M +47,543 +483%
DAS
23
Diversify Advisory Services
Utah
$1.82M -$53.8K -1,450 -3%
GSAM
24
Grant Street Asset Management
Pennsylvania
$1.6M -$48.7K -1,313 -3%
KPWS
25
Kestra Private Wealth Services
Texas
$1.19M -$88.2K -2,378 -7%

XDEC Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) for Q4 2024, worth a combined $199M — down 20% from $247M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XDEC positions and 11 closed out — a net gain of 8 holders — while 14 added to existing stakes and 38 trimmed.

The largest buyer was Bouchey Financial Group, adding an estimated $11.5M. The largest seller was Osaic Holdings, cutting an estimated $40.2M.

  • 87 institutional investors held FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $199M of FT Vest US Equity Enhance & Moderate Buffer ETF December stock for Q4 2024, down 20% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Enhance & Moderate Buffer ETF December positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December buyer in Q4 2024 was Bouchey Financial Group, an estimated $11.5M added.
  • The largest FT Vest US Equity Enhance & Moderate Buffer ETF December seller in Q4 2024 was Osaic Holdings, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2024.