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FT Vest US Equity Buffer ETF November

114 hedge funds and large institutions have $230M invested in FT Vest US Equity Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

36% more capital invested

Capital invested by funds: $169M → $230M (+$61.5M)

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

24% more funds holding

Funds holding: 92114 (+22)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.65% less ownership

Funds ownership: 40.81%39.17% (-1.6%)

Holders
114
Holders Change
+22
Holders Change %
+23.91%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
41
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
51
Oder Investment Management
California
$849K
PGWM
52
Pitti Group Wealth Management
New York
$807K +$10.3K +255 +1%
NS
53
NBC Securities
Alabama
$800K -$58.9K -1,461 -7%
SFB
54
STAR Financial Bank
Indiana
$760K +$63.7K +1,580 +10%
SS
55
Sunbelt Securities
Texas
$748K +$15.3K +380 +2%
BFG
56
Bouchey Financial Group
New York
$748K -$110K -2,723 -13%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$728K
CPA
58
Clear Point Advisors
New York
$726K +$688K +17,084 New
SWP
59
Semus Wealth Partners
Florida
$672K +$637K +15,814 New
ASN
60
Advisory Services Network
Georgia
$656K -$6.24K -155 -1%
OC
61
Oppenheimer & Co
New York
$652K -$4.15K -103 -0.7%
IFS
62
Ifrah Financial Services
Arkansas
$649K -$42.3K -1,049 -6%
LNC
63
Lincoln National Corp
Pennsylvania
$642K +$325K +8,073 +115%
SB
64
Strategic Blueprint
Georgia
$641K +$608K +15,081 New
TC
65
TownSquare Capital
Utah
$625K +$61K +1,515 +11%
HIS
66
Harvest Investment Services
Illinois
$617K +$332K +8,243 +132%
CF
67
Centaurus Financial
California
$612K
KCFA
68
Key Client Fiduciary Advisors
New Jersey
$610K +$579K +14,360 New
BFG
69
Beacon Financial Group
Texas
$592K -$20.3K -505 -3%
SC
70
Scotia Capital
Ontario, Canada
$569K -$4.03K -100 -0.7%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$523K -$605K -15,025 -55%
TPW
72
TL Private Wealth
Texas
$513K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$504K -$13.1K -325 -3%
ACMA
74
Arbor Capital Management (Alaska)
Alaska
$489K +$468K +11,621 New
CFGS
75
Concourse Financial Group Securities
Alabama
$482K +$284K +7,056 +165%

FNOV Hedge Fund Activity: Q4 2023 in Review

114 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2023, worth a combined $230M — up 36% from $169M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FNOV positions and 6 closed out — a net gain of 24 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was IFP Advisors, adding an estimated $10.5M. The largest seller was True Link Financial Advisors, cutting an estimated $7.82M.

  • 114 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2023, up from 92 in Q3 2023.
  • Funds reported $230M of FT Vest US Equity Buffer ETF November stock for Q4 2023, up 36% quarter-over-quarter.
  • 30 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2023 and 6 closed out, a net change of +24 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q4 2023 was IFP Advisors, an estimated $10.5M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q4 2023 was True Link Financial Advisors, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2023.