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FT Vest US Equity Buffer ETF November

92 hedge funds and large institutions have $212M invested in FT Vest US Equity Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

63% more capital invested

Capital invested by funds: $130M → $212M (+$81.8M)

19% more funds holding

Funds holding: 7792 (+15)

16.68% more ownership

Funds ownership: 47.16%63.84% (+17%)

Holders
92
Holders Change
+15
Holders Change %
+19.48%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
32
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
76
Harvest Investment Services
Illinois
$233K +$231K +6,551 New
SFB
77
STAR Financial Bank
Indiana
$218K +$217K +6,150 New
RWA
78
Redhawk Wealth Advisors
Minnesota
$214K +$212K +6,028 New
NRI
79
NFP Retirement Inc
California
$207K +$206K +5,834 New
FWM
80
ForthRight Wealth Management
Georgia
$205K +$203K +5,760 New
SCFS
81
S.C. Financial Services
Arizona
$201K +$199K +5,652 New
CAL
82
Capital Analysts LLC
Pennsylvania
$177K +$175K +4,982 New
CFGS
83
Concourse Financial Group Securities
Alabama
$176K -$7.57K -215 -4%
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$80.7K -$24.6K -697 -23%
SWA
85
SOA Wealth Advisors
New York
$62.6K +$62.1K +1,762 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.1K
AIP
87
Ameritas Investment Partners
Nebraska
$52.9K +$52.5K +1,490 New
LFG
88
Larson Financial Group
Missouri
$45.8K
JP Morgan Chase
89
JP Morgan Chase
New York
$43K +$42.3K +1,200 New
Morgan Stanley
90
Morgan Stanley
New York
$23.8K
RIA
91
Realta Investment Advisors
Delaware
$21.3K +$21.1K +600 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$12K +$12.2K +346 New
BRWA
93
B. Riley Wealth Advisors
Florida
-$1.12M -34,105 Closed
OIM
94
Oder Investment Management
California
-$768K -23,296 Closed
Wolverine Trading
95
Wolverine Trading
Illinois
-$674K -20,213 Closed
GSAM
96
Grant Street Asset Management
Pennsylvania
-$641K -19,464 Closed
VCM
97
Virtue Capital Management
Tennessee
-$554K -16,802 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$501K -15,211 Closed
GM
99
GeoWealth Management
Illinois
-$267K -8,099 Closed
OIA
100
OneDigital Investment Advisors
Kansas
-$231K -7,000 Closed

FNOV Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2022, worth a combined $212M — up 63% from $130M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FNOV positions and 15 closed out — a net gain of 17 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was PRW Wealth Management, adding an estimated $42.9M. The largest seller was Bouchey Financial Group, cutting an estimated $20.3M.

  • 92 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $212M of FT Vest US Equity Buffer ETF November stock for Q4 2022, up 63% quarter-over-quarter.
  • 32 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2022 and 15 closed out, a net change of +17 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q4 2022 was PRW Wealth Management, an estimated $42.9M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q4 2022 was Bouchey Financial Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2022.