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FT Vest US Equity Buffer ETF November

94 hedge funds and large institutions have $166M invested in FT Vest US Equity Buffer ETF November in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $158M → $166M (+$8.28M)

4% less funds holding

Funds holding: 9894 (-4)

6.74% less ownership

Funds ownership: 46.87%40.13% (-6.7%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

61% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 44

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.48%
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
17
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Plotkin Financial Advisors
Maryland
$1.84M -$5.18K -135 -0.3%
WEG
27
World Equity Group
Illinois
$1.8M +$615K +16,033 +56%
KIA
28
Kraematon Investment Advisors
Massachusetts
$1.77M -$11.5K -300 -0.7%
IF
29
Integrity Financial
Wyoming
$1.76M -$19.9K -518 -1%
KWS
30
Keystone Wealth Services
California
$1.75M -$113K -2,956 -6%
AWM
31
AE Wealth Management
Kansas
$1.63M -$181K -4,717 -10%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$1.62M
CBFP
33
Cedar Brook Financial Partners
Ohio
$1.61M
CAN
34
Cetera Advisor Networks
California
$1.56M -$41.4K -1,080 -3%
KAS
35
Kestra Advisory Services
Texas
$1.49M -$715K -18,654 -33%
FPWM
36
FSB Premier Wealth Management
Iowa
$1.44M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.29M -$19.2K -500 -2%
SWM
38
Spire Wealth Management
Virginia
$1.28M -$398K -10,371 -25%
Truist Financial
39
Truist Financial
North Carolina
$1.14M +$2.19K +57 +0.2%
AI
40
Atria Investments
North Carolina
$1.11M -$13.5K -351 -1%
AWS
41
Atria Wealth Solutions
New York
$1.07M +$186K +4,863 +22%
IAN
42
Integrated Advisors Network
Texas
$1.04M -$2.2M -57,270 -69%
BFG
43
Bouchey Financial Group
New York
$1.03M -$50.1K -1,307 -5%
TLA
44
Tanglewood Legacy Advisors
Texas
$890K -$4.99K -130 -0.6%
OMC
45
Old Mission Capital
Illinois
$886K -$739K -19,271 -47%
OIM
46
Oder Investment Management
California
$804K -$10.4K -270 -1%
CA
47
CoreCap Advisors
Michigan
$767K +$731K +19,059 New
PGWM
48
Pitti Group Wealth Management
New York
$762K -$38 -1 -0%
SDH
49
Sloy Dahl & Holst
Washington
$698K
OC
50
Oppenheimer & Co
New York
$695K +$662K +17,272 New

FNOV Hedge Fund Activity: Q2 2023 in Review

94 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q2 2023, worth a combined $166M — up 5.2% from $158M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FNOV and 9 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 17 added.

The largest buyer was Naviter Wealth, opening a new position worth an estimated $4.68M. The largest seller was Osaic Holdings, cutting an estimated $2.98M.

  • 94 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $166M of FT Vest US Equity Buffer ETF November stock for Q2 2023, up 5.2% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF November positions in Q2 2023 and 11 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q2 2023 was Naviter Wealth, an estimated $4.68M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q2 2023 was Osaic Holdings, an estimated $2.98M sold.

Based on aggregated 13F filings for Q2 2023.