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FT Vest US Equity Buffer ETF November

92 hedge funds and large institutions have $169M invested in FT Vest US Equity Buffer ETF November in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% more capital invested

Capital invested by funds: $166M → $169M (+$2.81M)

0.68% more ownership

Funds ownership: 40.13%40.81% (+0.68%)

2% less funds holding

Funds holding: 9492 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

64% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 42

Holders
92
Holders Change
-2
Holders Change %
-2.13%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
15
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.76M -$114K -2,820 -6%
KWS
27
Keystone Wealth Services
California
$1.71M +$22.4K +555 +1%
WEG
28
World Equity Group
Illinois
$1.71M -$30.8K -763 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$1.67M -$640K -15,865 -27%
IF
30
Integrity Financial
Wyoming
$1.64M -$58K -1,437 -3%
FFA
31
Fragasso Financial Advisors
Pennsylvania
$1.56M
NA
32
NewEdge Advisors
Louisiana
$1.53M +$1.21M +30,069 +327%
CBFP
33
Cedar Brook Financial Partners
Ohio
$1.4M -$159K -3,933 -10%
RJA
34
Raymond James & Associates
Florida
$1.33M -$2.98M -73,955 -68%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.23M -$17.5K -435 -1%
HI
36
Harbour Investments
Wisconsin
$1.19M -$1.98M -49,125 -62%
FPWM
37
FSB Premier Wealth Management
Iowa
$1.14M -$250K -6,204 -17%
AWM
38
AE Wealth Management
Kansas
$1.14M -$453K -11,240 -28%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.09M -$1.24M -30,644 -52%
AI
40
Atria Investments
North Carolina
$1.07M +$3.55K +88 +0.3%
KAS
41
Kestra Advisory Services
Texas
$1.06M -$390K -9,662 -26%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.06M +$764K +18,935 +226%
IAN
43
Integrated Advisors Network
Texas
$989K -$14.7K -365 -1%
Truist Financial
44
Truist Financial
North Carolina
$918K -$186K -4,620 -16%
TLA
45
Tanglewood Legacy Advisors
Texas
$859K
AWS
46
Atria Wealth Solutions
New York
$857K -$184K -4,557 -17%
BFG
47
Bouchey Financial Group
New York
$789K -$217K -5,391 -21%
NS
48
NBC Securities
Alabama
$788K +$819K +20,300 New
OIM
49
Oder Investment Management
California
$776K
PGWM
50
Pitti Group Wealth Management
New York
$728K -$8.07K -200 -1%

FNOV Hedge Fund Activity: Q3 2023 in Review

92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q3 2023, worth a combined $169M — up 1.7% from $166M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FNOV and 10 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 15 added.

The largest buyer was CoreCap Advisors, adding an estimated $2.61M. The largest seller was Osaic Holdings, cutting an estimated $4.1M.

  • 92 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q3 2023, down from 94 in Q2 2023.
  • Funds reported $169M of FT Vest US Equity Buffer ETF November stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 10 funds opened new FT Vest US Equity Buffer ETF November positions in Q3 2023 and 12 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q3 2023 was CoreCap Advisors, an estimated $2.61M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q3 2023 was Osaic Holdings, an estimated $4.1M sold.

Based on aggregated 13F filings for Q3 2023.