We are live on ! Find out more
XIDE icon

FT Vest US Equity Buffer & Premium Income ETF December

17 hedge funds and large institutions have $15.2M invested in FT Vest US Equity Buffer & Premium Income ETF December in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $14.5M → $15.2M (+$746K)

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.01% less ownership

Funds ownership: 75.74%73.73% (-2%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$5.07M -$276K -9,110 -5%
FIA
2
Foundations Investment Advisors
Arizona
$2.38M +$37.3K +1,230 +2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.7M +$267K +8,797 +19%
HI
4
Harbour Investments
Wisconsin
$1.53M +$1.5M +49,424 +5,314%
KAS
5
Kestra Advisory Services
Texas
$1.08M +$1.08M +35,602 New
AWM
6
Accel Wealth Management
Iowa
$853K -$52.7K -1,740 -6%
WEG
7
World Equity Group
Illinois
$596K -$25.5K -843 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$529K -$185K -6,120 -26%
FPWM
9
FSB Premier Wealth Management
Iowa
$371K
GSAM
10
Grant Street Asset Management
Pennsylvania
$305K +$5K +165 +2%
OIA
11
OneDigital Investment Advisors
Kansas
$279K
KWS
12
Keystone Wealth Services
California
$209K -$18.9K -624 -8%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$204K -$60.6K -2,000 -23%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$67K +$67.1K +2,215 New
UBS Group
15
UBS Group
Switzerland
$33.3K +$33.2K +1,096 New
Barclays
16
Barclays
United Kingdom
$26.8K +$26.7K +882 New
PS
17
Principal Securities
Iowa
$5.81K -$4.52K -149 -44%
Osaic Holdings
18
Osaic Holdings
Arizona
-$651K -21,405 Closed
Jane Street
19
Jane Street
New York
-$464K -15,263 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$274K -8,989 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$273K -8,985 Closed

XIDE Hedge Fund Activity: Q3 2024 in Review

17 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer & Premium Income ETF December (XIDE) for Q3 2024, worth a combined $15.2M — up 5.1% from $14.5M a quarter earlier.

Fund positioning in XIDE was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 7 trimmed.

The largest buyer was Harbour Investments, adding an estimated $1.5M. The largest seller was Osaic Holdings, exiting entirely with an estimated $651K sold.

  • 17 institutional investors held FT Vest US Equity Buffer & Premium Income ETF December (XIDE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $15.2M of FT Vest US Equity Buffer & Premium Income ETF December stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 4 funds opened new FT Vest US Equity Buffer & Premium Income ETF December positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer & Premium Income ETF December buyer in Q3 2024 was Harbour Investments, an estimated $1.5M added.
  • The largest FT Vest US Equity Buffer & Premium Income ETF December seller in Q3 2024 was Osaic Holdings, an estimated $651K sold.

Based on aggregated 13F filings for Q3 2024.