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FT Vest US Equity Buffer ETF November

112 hedge funds and large institutions have $231M invested in FT Vest US Equity Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

6% more funds holding

Funds holding: 106112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $240M → $231M (-$9.02M)

5.37% less ownership

Funds ownership: 40.21%34.84% (-5.4%)

72% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 54

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
15
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.1M +$41.1K +912 +2%
SPIA
27
Steward Partners Investment Advisory
New York
$2.01M
PFA
28
Plotkin Financial Advisors
Maryland
$1.98M -$69.6K -1,545 -3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.95M -$241K -5,360 -11%
AAS
30
Avantax Advisory Services
Texas
$1.68M -$660K -14,659 -29%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.53M -$11.4K -254 -0.8%
HI
32
Harbour Investments
Wisconsin
$1.5M -$136K -3,027 -9%
SEIA
33
Signature Estate & Investment Advisors
California
$1.32M +$1.29M +28,568 New
AWM
34
AE Wealth Management
Kansas
$1.21M +$48.7K +1,081 +4%
Jane Street
35
Jane Street
New York
$1.04M -$57.4K -1,274 -5%
TLA
36
Tanglewood Legacy Advisors
Texas
$1.02M
AWS
37
Atria Wealth Solutions
New York
$998K -$262K -5,812 -21%
AssetMark Inc
38
AssetMark Inc
California
$986K +$964K +21,420 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$936K +$306K +6,803 +50%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$920K -$257K -5,700 -22%
OIM
41
Oder Investment Management
California
$919K
SS
42
Sunbelt Securities
Texas
$838K +$86.5K +1,922 +12%
1SB
43
1ST Source Bank
Indiana
$829K
FPWM
44
FSB Premier Wealth Management
Iowa
$822K -$684K -15,196 -46%
PGWM
45
Pitti Group Wealth Management
New York
$807K +$13.5K +300 +2%
NS
46
NBC Securities
Alabama
$775K -$47.7K -1,059 -6%
SFB
47
STAR Financial Bank
Indiana
$766K -$112K -2,483 -13%
BFG
48
Bouchey Financial Group
New York
$764K -$33.4K -743 -4%
GS
49
GTS Securities
New York
$734K +$718K +15,943 New
OC
50
Oppenheimer & Co
New York
$696K -$11.5K -256 -2%

FNOV Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q2 2024, worth a combined $231M — down 3.8% from $240M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNOV positions and 7 closed out — a net gain of 8 holders — while 15 added to existing stakes and 54 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $11.9M. The largest seller was MBL Wealth, cutting an estimated $4.99M.

  • 112 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q2 2024, up from 106 in Q1 2024.
  • Funds reported $231M of FT Vest US Equity Buffer ETF November stock for Q2 2024, down 3.8% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF November positions in Q2 2024 and 7 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q2 2024 was Cetera Investment Advisers, an estimated $11.9M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q2 2024 was MBL Wealth, an estimated $4.99M sold.

Based on aggregated 13F filings for Q2 2024.