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FT Vest US Equity Deep Buffer ETF November

81 hedge funds and large institutions have $125M invested in FT Vest US Equity Deep Buffer ETF November in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 8781 (-6)

8.82% less ownership

Funds ownership: 57.46%48.64% (-8.8%)

18% less capital invested

Capital invested by funds: $152M → $125M (-$26.8M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

79% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 42

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
9
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$16.9M -$31.4M -899,589 -66%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12M -$385K -11,037 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.2M -$8.28M -237,388 -44%
OAJ
4
Ogorek Anthony Joseph
New York
$6.21M -$4.57K -131 -0.1%
BFG
5
Beacon Financial Group
Texas
$5.83M -$96.5K -2,769 -2%
IA
6
IFP Advisors
Florida
$4.4M
EWM
7
Echo Wealth Management
Minnesota
$4.19M -$151K -4,329 -4%
DLHL
8
Donald L. Hagan LLC
Florida
$3.16M -$151K -4,332 -5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.7M -$281K -8,072 -10%
TLA
10
Tanglewood Legacy Advisors
Texas
$2.49M
CFCI
11
Comprehensive Financial Consultants Institutional
Indiana
$2.48M -$318K -9,123 -12%
Mariner
12
Mariner
Kansas
$2.46M -$50.4K -1,446 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.36M -$134K -3,855 -6%
AI
14
Atria Investments
North Carolina
$2.34M -$35.1K -1,006 -2%
CA
15
Cetera Advisors
Colorado
$2.28M +$54.6K +1,566 +3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.1M -$107K -3,077 -5%
SFS
17
Sowell Financial Services
Arkansas
$1.87M +$1.8M +51,517 New
KWS
18
Keystone Wealth Services
California
$1.82M -$747K -21,439 -30%
SS
19
Sunbelt Securities
Texas
$1.69M
AWS
20
Atria Wealth Solutions
New York
$1.61M -$442K -12,685 -22%
NA
21
NewEdge Advisors
Louisiana
$1.57M -$24.4K -700 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.52M -$8.28M -237,440 -85%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.51M +$1.45M +41,649 New
LPL Financial
24
LPL Financial
California
$1.5M +$996K +28,579 +223%
MA
25
Mutual Advisors
Nebraska
$1.41M -$228K -6,526 -14%

DNOV Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF November (DNOV) for Q2 2023, worth a combined $125M — down 18% from $152M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of DNOV and 6 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 9 added.

The largest buyer was Sowell Financial Services, opening a new position worth an estimated $1.8M. The largest seller was Osaic Holdings, cutting an estimated $31.4M.

  • 81 institutional investors held FT Vest US Equity Deep Buffer ETF November (DNOV) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $125M of FT Vest US Equity Deep Buffer ETF November stock for Q2 2023, down 18% quarter-over-quarter.
  • 6 funds opened new FT Vest US Equity Deep Buffer ETF November positions in Q2 2023 and 12 closed out, a net change of -6 holders.
  • The largest FT Vest US Equity Deep Buffer ETF November buyer in Q2 2023 was Sowell Financial Services, an estimated $1.8M added.
  • The largest FT Vest US Equity Deep Buffer ETF November seller in Q2 2023 was Osaic Holdings, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.