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FT Vest International Equity Moderate Buffer ETF December

27 hedge funds and large institutions have $55.5M invested in FT Vest International Equity Moderate Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more capital invested

Capital invested by funds: $30.8M → $55.5M (+$24.7M)

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

6.15% less ownership

Funds ownership: 91.85%85.71% (-6.1%)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20.6M +$734K +33,825 +4%
GSAM
2
Grant Street Asset Management
Pennsylvania
$16.9M +$3.7M +170,253 +29%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.96M +$589K +27,147 +14%
DP
4
Denver PWM
Colorado
$3.49M -$456 -21 -0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.39M +$248K +11,409 +22%
PCG
6
Prosperity Consulting Group
Maryland
$905K -$977 -45 -0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$807K +$67.6K +3,116 +9%
ARG
8
Advisory Resource Group
Oklahoma
$793K
1W
9
1776 Wealth
Georgia
$758K +$23.2K +1,069 +3%
CA
10
Corrado Advisors
New Jersey
$698K -$7.49K -345 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$683K +$50.7K +2,335 +8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$589K +$582K +26,812 New
HI
13
Harbour Investments
Wisconsin
$529K -$9.42K -434 -2%
SAG
14
SageView Advisory Group
California
$316K +$312K +14,360 New
IFS
15
Ifrah Financial Services
Arkansas
$282K +$912 +42 +0.3%
MA
16
Mutual Advisors
Nebraska
$280K
OBWG
17
Onyx Bridge Wealth Group
New York
$279K +$35.3K +1,625 +15%
NA
18
NewEdge Advisors
Louisiana
$250K +$247K +11,395 New
Mariner
19
Mariner
Kansas
$223K +$220K +10,130 New
CWS
20
Cypress Wealth Services
California
$217K
CA
21
Cetera Advisors
Colorado
$211K
SWA
22
SOA Wealth Advisors
New York
$203K
IA
23
IFP Advisors
Florida
$102K -$10.4K -478 -9%
UBS Group
24
UBS Group
Switzerland
$47K +$46.4K +2,139 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11K

YDEC Hedge Fund Activity: Q2 2023 in Review

27 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest International Equity Moderate Buffer ETF December (YDEC) for Q2 2023, worth a combined $55.5M — up 80% from $30.8M a quarter earlier.

Fund positioning in YDEC was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was Grant Street Asset Management, adding an estimated $3.7M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $1.49M sold.

  • 27 institutional investors held FT Vest International Equity Moderate Buffer ETF December (YDEC) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $55.5M of FT Vest International Equity Moderate Buffer ETF December stock for Q2 2023, up 80% quarter-over-quarter.
  • 5 funds opened new FT Vest International Equity Moderate Buffer ETF December positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest FT Vest International Equity Moderate Buffer ETF December buyer in Q2 2023 was Grant Street Asset Management, an estimated $3.7M added.
  • The largest FT Vest International Equity Moderate Buffer ETF December seller in Q2 2023 was Kestra Private Wealth Services, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2023.