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FT Vest US Equity Buffer ETF November

98 hedge funds and large institutions have $158M invested in FT Vest US Equity Buffer ETF November in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 9298 (+6)

16.97% less ownership

Funds ownership: 63.84%46.87% (-17%)

26% less capital invested

Capital invested by funds: $212M → $158M (-$54.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 36

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
22
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
26
1ST Source Bank
Indiana
$1.8M -$27.6K -750 -2%
KWS
27
Keystone Wealth Services
California
$1.74M
PFA
28
Plotkin Financial Advisors
Maryland
$1.72M -$146K -3,986 -8%
AWM
29
AE Wealth Management
Kansas
$1.7M +$318K +8,648 +24%
IF
30
Integrity Financial
Wyoming
$1.66M
KIA
31
Kraematon Investment Advisors
Massachusetts
$1.66M -$11K -300 -0.7%
CW
32
CreativeOne Wealth
Kansas
$1.64M +$391K +10,640 +32%
SWM
33
Spire Wealth Management
Virginia
$1.59M +$1.11M +30,251 +254%
OMC
34
Old Mission Capital
Illinois
$1.55M +$983K +26,747 +184%
FFA
35
Fragasso Financial Advisors
Pennsylvania
$1.51M +$254K +6,909 +21%
CBFP
36
Cedar Brook Financial Partners
Ohio
$1.5M -$285K -7,746 -16%
CAN
37
Cetera Advisor Networks
California
$1.49M +$12.3K +335 +0.9%
FPWM
38
FSB Premier Wealth Management
Iowa
$1.34M -$455K -12,376 -26%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.22M -$77.3K -2,103 -6%
Truist Financial
40
Truist Financial
North Carolina
$1.06M +$2.35K +64 +0.2%
AI
41
Atria Investments
North Carolina
$1.05M +$1.02M +27,828 New
BFG
42
Bouchey Financial Group
New York
$1.01M -$38.6K -1,050 -4%
TPW
43
TL Private Wealth
Texas
$961K -$136K -3,692 -13%
WEG
44
World Equity Group
Illinois
$893K -$1.23M -33,393 -54%
TLA
45
Tanglewood Legacy Advisors
Texas
$836K -$22.8K -620 -3%
AWS
46
Atria Wealth Solutions
New York
$818K +$173K +4,706 +28%
OIM
47
Oder Investment Management
California
$761K +$743K +20,230 New
PGWM
48
Pitti Group Wealth Management
New York
$712K
SDH
49
Sloy Dahl & Holst
Washington
$652K
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$644K

FNOV Hedge Fund Activity: Q1 2023 in Review

98 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q1 2023, worth a combined $158M — down 26% from $212M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FNOV positions and 8 closed out — a net gain of 8 holders — while 22 added to existing stakes and 36 trimmed.

The largest buyer was MBL Wealth, opening a new position worth an estimated $8.44M. The largest seller was PRW Wealth Management, cutting an estimated $46.1M.

  • 98 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $158M of FT Vest US Equity Buffer ETF November stock for Q1 2023, down 26% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Buffer ETF November positions in Q1 2023 and 8 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q1 2023 was MBL Wealth, an estimated $8.44M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q1 2023 was PRW Wealth Management, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2023.