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FT Vest US Equity Deep Buffer ETF November

80 hedge funds and large institutions have $122M invested in FT Vest US Equity Deep Buffer ETF November in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.29% more ownership

Funds ownership: 48.64%54.93% (+6.3%)

3% less capital invested

Capital invested by funds: $125M → $122M (-$3.33M)

1% less funds holding

Funds holding: 8180 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

69% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 35

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
11
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
26
Clear Creek Financial Management
Washington
$1.17M +$77.5K +2,124 +7%
AAS
27
Avantax Advisory Services
Texas
$1.13M -$126K -3,466 -10%
HI
28
Harbour Investments
Wisconsin
$1.08M
KAS
29
Kestra Advisory Services
Texas
$988K +$46.1K +1,263 +5%
IP
30
Ignite Planners
California
$920K
TC
31
TownSquare Capital
Utah
$887K -$115K -3,144 -11%
CAN
32
Cetera Advisor Networks
California
$885K -$104K -2,853 -10%
NA
33
NewEdge Advisors
Louisiana
$854K -$696K -19,075 -44%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$833K
WEG
35
World Equity Group
Illinois
$777K -$161K -4,421 -17%
Citadel Advisors
36
Citadel Advisors
Florida
$710K +$440K +12,050 +151%
1SB
37
1ST Source Bank
Indiana
$697K
NAM
38
NorthCrest Asset Manangement
Minnesota
$682K
VCM
39
Virtue Capital Management
Tennessee
$604K
CF
40
Centaurus Financial
California
$590K
AWM
41
Axxcess Wealth Management
California
$589K +$606K +16,607 New
CAAS
42
Capital Asset Advisory Services
Michigan
$588K -$35.7K -980 -6%
SCA
43
Sage Capital Advisors
South Dakota
$587K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$558K -$946K -25,925 -62%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$548K -$3.03K -83 -0.5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$497K
NS
47
NBC Securities
Alabama
$494K +$508K +13,929 New
AAS
48
Ameritas Advisory Services
Nebraska
$466K +$218K +5,982 +84%
IWP
49
Icon Wealth Partners
Texas
$464K
CFS
50
Commonwealth Financial Services
West Virginia
$452K +$464K +12,727 New

DNOV Hedge Fund Activity: Q3 2023 in Review

80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF November (DNOV) for Q3 2023, worth a combined $122M — down 2.7% from $125M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DNOV and 9 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 11 added.

The largest buyer was Osaic Holdings, adding an estimated $7.91M. The largest seller was Donald L. Hagan LLC, cutting an estimated $2.8M.

  • 80 institutional investors held FT Vest US Equity Deep Buffer ETF November (DNOV) as of Q3 2023, down from 81 in Q2 2023.
  • Funds reported $122M of FT Vest US Equity Deep Buffer ETF November stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Deep Buffer ETF November positions in Q3 2023 and 10 closed out, a net change of -1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF November buyer in Q3 2023 was Osaic Holdings, an estimated $7.91M added.
  • The largest FT Vest US Equity Deep Buffer ETF November seller in Q3 2023 was Donald L. Hagan LLC, an estimated $2.8M sold.

Based on aggregated 13F filings for Q3 2023.