We are live on ! Find out more
FNOV icon

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
SS
51
Sunbelt Securities
Texas
$693K
VBFP
52
Valtinson Bruner Financial Planning
Minnesota
$689K
SFB
53
STAR Financial Bank
Indiana
$662K +$115K +3,010 +22%
IFS
54
Ifrah Financial Services
Arkansas
$660K +$228K +5,933 +57%
ICG
55
InterOcean Capital Group
Tennessee
$656K
TC
56
TownSquare Capital
Utah
$648K +$106K +2,756 +21%
BFG
57
Beacon Financial Group
Texas
$614K
CF
58
Centaurus Financial
California
$585K -$43.7K -1,140 -7%
SC
59
Scotia Capital
Ontario, Canada
$543K
TPW
60
TL Private Wealth
Texas
$530K -$472K -12,316 -48%
SB
61
Strategic Blueprint
Georgia
$504K +$215K +5,606 +81%
MML Investors Services
62
MML Investors Services
Massachusetts
$485K +$86.9K +2,265 +23%
MOS
63
MGO One Seven
Ohio
$461K -$33.4K -870 -7%
Citadel Advisors
64
Citadel Advisors
Florida
$412K +$67.9K +1,770 +21%
KWA
65
Kingswood Wealth Advisors
California
$409K +$389K +10,150 New
AAS
66
Ameritas Advisory Services
Nebraska
$397K -$9.59K -250 -2%
NA
67
NewEdge Advisors
Louisiana
$370K +$66.1K +1,725 +23%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$338K +$322K +8,391 New
T
69
TRUADVICE
Florida
$304K -$4.29K -112 -1%
SCA
70
Sage Capital Advisors
South Dakota
$288K -$7.36K -192 -3%
HIS
71
Harvest Investment Services
Illinois
$285K +$20.5K +535 +8%
LNC
72
Lincoln National Corp
Pennsylvania
$283K
CCB
73
Cutter & Co Brokerage
Missouri
$274K
IA
74
IFP Advisors
Florida
$260K -$91.4K -2,384 -27%
TGAM
75
TBH Global Asset Management
Tennessee
$252K +$240K +6,256 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.