FT Vest US Equity Buffer ETF November
FNOV
32 hedge funds and large institutions have $48.7M invested in FT Vest US Equity Buffer ETF November in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
74% more capital invested
Capital invested by funds: $28M → $48.7M (+$20.8M)
52% more funds holding
Funds holding: 21 → 32 (+11)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
3.98% more ownership
Funds ownership: 45.55% → 49.53% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$2.66M |
| 2 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$2.29M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.24M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.22M |
| 5 |
TPW
TL Private Wealth
Southlake,
Texas
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.2M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$471K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$156K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$155K |
| 5 |
AMC
Asset Management Corp
Northbrook,
Illinois
|
-$24.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $142K | – | – | – |
|
|
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $52.6K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $46K | +$38.4K | +1,300 | +650% |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | – | – | – |
|
|
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $31K | – | – | – |
|
|
1W
31
1776 Wealth
Atlanta,
Georgia
| $6K | – | – | – |
|
|
SFS
32
Sowell Financial Services
North Little Rock,
Arkansas
| $4K | +$4.11K | +139 | New |
|
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2.2M | -80,650 | Closed |
|
|
CCFM
34
Clear Creek Financial Management
Silverdale,
Washington
| – | -$471K | -16,500 | Closed |
|
|
AIC
35
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$155K | -5,679 | Closed |
|
FNOV Hedge Fund Activity: Q2 2020 in Review
32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q2 2020, worth a combined $48.7M — up 74% from $28M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FNOV positions and 3 closed out — a net gain of 11 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was PRW Wealth Management, adding an estimated $2.66M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.2M sold.
- 32 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q2 2020, up from 21 in Q1 2020.
- Funds reported $48.7M of FT Vest US Equity Buffer ETF November stock for Q2 2020, up 74% quarter-over-quarter.
- 14 funds opened new FT Vest US Equity Buffer ETF November positions in Q2 2020 and 3 closed out, a net change of +11 holders.
- The largest FT Vest US Equity Buffer ETF November buyer in Q2 2020 was PRW Wealth Management, an estimated $2.66M added.
- The largest FT Vest US Equity Buffer ETF November seller in Q2 2020 was Royal Bank of Canada, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2020.