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FT Vest US Equity Buffer ETF November

106 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

1.04% more ownership

Funds ownership: 39.17%40.21% (+1%)

4% more capital invested

Capital invested by funds: $230M → $240M (+$9.2M)

7% less funds holding

Funds holding: 114106 (-8)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

60% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 50

Holders
106
Holders Change
-8
Holders Change %
-7.02%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
20
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$2.17M -$1.45M -33,351 -41%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.14M -$273K -6,271 -12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.14M -$127K -2,925 -6%
IF
29
Integrity Financial
Wyoming
$2.08M -$45.5K -1,044 -2%
KAS
30
Kestra Advisory Services
Texas
$2M +$375K +8,603 +24%
PFA
31
Plotkin Financial Advisors
Maryland
$2M
SPIA
32
Steward Partners Investment Advisory
New York
$1.96M +$3.57K +82 +0.2%
HI
33
Harbour Investments
Wisconsin
$1.59M -$35.6K -817 -2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.5M -$5.55M -127,230 -79%
FPWM
35
FSB Premier Wealth Management
Iowa
$1.48M +$36.6K +839 +3%
CBFP
36
Cedar Brook Financial Partners
Ohio
$1.3M -$95.1K -2,183 -7%
AI
37
Atria Investments
North Carolina
$1.26M -$75.4K -1,731 -6%
AWS
38
Atria Wealth Solutions
New York
$1.23M -$86.6K -1,988 -7%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.15M -$188K -4,324 -14%
AWM
40
AE Wealth Management
Kansas
$1.13M -$1.06M -24,211 -49%
IAN
41
Integrated Advisors Network
Texas
$1.07M -$7.06K -162 -0.7%
Jane Street
42
Jane Street
New York
$1.07M +$598K +13,716 +136%
NA
43
NewEdge Advisors
Louisiana
$1.04M -$940K -21,576 -48%
TLA
44
Tanglewood Legacy Advisors
Texas
$989K
OIM
45
Oder Investment Management
California
$893K
SFB
46
STAR Financial Bank
Indiana
$855K +$54.4K +1,248 +7%
PGWM
47
Pitti Group Wealth Management
New York
$832K -$13.1K -300 -2%
NS
48
NBC Securities
Alabama
$811K -$41.1K -942 -5%
1SB
49
1ST Source Bank
Indiana
$805K -$1.27M -29,200 -62%
JP Morgan Chase
50
JP Morgan Chase
New York
$789K -$4.1M -94,009 -84%

FNOV Hedge Fund Activity: Q1 2024 in Review

106 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q1 2024, worth a combined $240M — up 4% from $230M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FNOV and 7 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 20 added.

The largest buyer was Bullseye Investment Management, adding an estimated $7.46M. The largest seller was CreativeOne Wealth, cutting an estimated $6.97M.

  • 106 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q1 2024, down from 114 in Q4 2023.
  • Funds reported $240M of FT Vest US Equity Buffer ETF November stock for Q1 2024, up 4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF November positions in Q1 2024 and 15 closed out, a net change of -8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q1 2024 was Bullseye Investment Management, an estimated $7.46M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q1 2024 was CreativeOne Wealth, an estimated $6.97M sold.

Based on aggregated 13F filings for Q1 2024.