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FT Vest US Equity Deep Buffer ETF November

87 hedge funds and large institutions have $174M invested in FT Vest US Equity Deep Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.13% more ownership

Funds ownership: 51.42%57.55% (+6.1%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

2% less funds holding

Funds holding: 8987 (-2)

16% less capital invested

Capital invested by funds: $207M → $174M (-$33.6M)

51% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 39

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
18
Increased
19
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Kovack Advisors
Florida
$212K
EWM
77
EPG Wealth Management
Georgia
$173K
MIM
78
MTM Investment Management
South Carolina
$115K
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
$81.3K -$1.98M -60,224 -96%
MCC
80
Money Concepts Capital
Florida
$46.9K +$47.3K +1,435 New
SWA
81
SOA Wealth Advisors
New York
$37.6K +$37.9K +1,151 New
GEA
82
Glen Eagle Advisors
New Jersey
$32.7K
JP Morgan Chase
83
JP Morgan Chase
New York
$24K +$24.4K +741 New
LFG
84
Larson Financial Group
Missouri
$17K +$17.1K +519 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$10K
BAM
86
Belpointe Asset Management
Nevada
$229 +$231 +7 New
Morgan Stanley
87
Morgan Stanley
New York
$33
AA
88
Altman Advisors
Illinois
-$16.3M -501,391 Closed
GSAM
89
Grant Street Asset Management
Pennsylvania
-$6.51M -200,201 Closed
CW
90
CreativeOne Wealth
Kansas
-$2.07M -63,770 Closed
OMC
91
Old Mission Capital
Illinois
-$1.34M -41,379 Closed
WIA
92
World Investment Advisors
California
-$1.01M -31,230 Closed
GM
93
GeoWealth Management
Illinois
-$887K -27,291 Closed
Jane Street
94
Jane Street
New York
-$821K -25,269 Closed
WP
95
WealthSource Partners
California
-$520K -16,000 Closed
NFG
96
Nations Financial Group
Iowa
-$434K -13,347 Closed
PFA
97
Plotkin Financial Advisors
Maryland
-$373K -11,473 Closed
ARC
98
Advisor Resource Council
Texas
-$292K -8,988 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$284K -8,733 Closed
AWM
100
Apollon Wealth Management
South Carolina
-$269K -8,285 Closed

DNOV Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF November (DNOV) for Q4 2022, worth a combined $174M — down 16% from $207M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DNOV positions and 17 closed out — a net gain of 1 holder — while 19 added to existing stakes and 39 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $17.3M. The largest seller was Altman Advisors, exiting entirely with an estimated $16.3M sold.

  • 87 institutional investors held FT Vest US Equity Deep Buffer ETF November (DNOV) as of Q4 2022, down from 89 in Q3 2022.
  • Funds reported $174M of FT Vest US Equity Deep Buffer ETF November stock for Q4 2022, down 16% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Deep Buffer ETF November positions in Q4 2022 and 17 closed out, a net change of +1 holder.
  • The largest FT Vest US Equity Deep Buffer ETF November buyer in Q4 2022 was Osaic Holdings, an estimated $17.3M added.
  • The largest FT Vest US Equity Deep Buffer ETF November seller in Q4 2022 was Altman Advisors, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2022.