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FT Vest US Equity Buffer ETF November

75 hedge funds and large institutions have $148M invested in FT Vest US Equity Buffer ETF November in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

104% more capital invested

Capital invested by funds: $72.7M → $148M (+$75.4M)

67% more funds holding

Funds holding: 4575 (+30)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 54.53%53.98% (-0.56%)

Holders
75
Holders Change
+30
Holders Change %
+66.67%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
23
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
51
Pitti Group Wealth Management
New York
$459K +$453K +11,780 New
Truist Financial
52
Truist Financial
North Carolina
$458K +$451K +11,750 New
HFP
53
Holistic Financial Partners
Indiana
$448K -$98.4K -2,562 -18%
AMC
54
Asset Management Corp
Illinois
$446K -$447K -11,625 -50%
CFGS
55
Concourse Financial Group Securities
Alabama
$444K +$114K +2,975 +35%
RWA
56
Redhawk Wealth Advisors
Minnesota
$441K -$66K -1,717 -13%
KPWS
57
Kestra Private Wealth Services
Texas
$383K +$378K +9,832 New
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$378K +$371K +9,655 New
TCM
59
Triumph Capital Management
Colorado
$364K +$359K +9,337 New
IA
60
IFP Advisors
Florida
$321K +$300K +7,810 +1,771%
SS
61
Sunbelt Securities
Texas
$320K +$325K +8,455 New
BRWA
62
B. Riley Wealth Advisors
Florida
$240K +$236K +6,143 New
HWIS
63
Hancock Whitney Investment Services
Louisiana
$231K +$228K +5,929 New
CF
64
Centaurus Financial
California
$184K +$43K +1,120 +31%
SAM
65
Strategic Asset Management
Minnesota
$137K +$135K +3,520 New
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$116K +$114K +2,968 New
Morgan Stanley
67
Morgan Stanley
New York
$98K +$32.5K +845 +50%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.1K
LFG
69
Larson Financial Group
Missouri
$50K +$49.6K +1,290 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$36K +$35.2K +917 New
UBS Group
71
UBS Group
Switzerland
$30K -$14.6K -380 -33%
William Blair & Company
72
William Blair & Company
Illinois
$30K
LC
73
Legacy CG
Texas
$30K +$29.8K +775 New
SWM
74
Spire Wealth Management
Virginia
$12K
NFG
75
Next Financial Group
Texas
$5K +$4.92K +128 New

FNOV Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2021, worth a combined $148M — up 104% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FNOV positions and 6 closed out — a net gain of 32 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $22.3M. The largest seller was Atria Investments, exiting entirely with an estimated $3.69M sold.

  • 75 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2021, up from 45 in Q3 2021.
  • Funds reported $148M of FT Vest US Equity Buffer ETF November stock for Q4 2021, up 104% quarter-over-quarter.
  • 38 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2021 and 6 closed out, a net change of +32 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q4 2021 was Bouchey Financial Group, an estimated $22.3M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q4 2021 was Atria Investments, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2021.