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FT Vest US Equity Buffer ETF November

98 hedge funds and large institutions have $158M invested in FT Vest US Equity Buffer ETF November in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 9298 (+6)

16.97% less ownership

Funds ownership: 63.84%46.87% (-17%)

26% less capital invested

Capital invested by funds: $212M → $158M (-$54.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 36

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
22
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
76
Cutter & Co Brokerage
Missouri
$256K
QPW
77
Quantum Private Wealth
Florida
$252K
HIS
78
Harvest Investment Services
Illinois
$246K
KA
79
Kovack Advisors
Florida
$236K -$147K -4,008 -39%
NRI
80
NFP Retirement Inc
California
$219K
FWM
81
ForthRight Wealth Management
Georgia
$217K
SG
82
StoneX Group
New York
$207K +$202K +5,498 New
SOS
83
Silver Oak Securities
Tennessee
$200K +$196K +5,325 New
CFGS
84
Concourse Financial Group Securities
Alabama
$186K +$184 +5 +0.1%
AIC
85
Archer Investment Corporation
Indiana
$183K -$702K -19,108 -80%
Morgan Stanley
86
Morgan Stanley
New York
$129K +$101K +2,755 +411%
AWM
87
Avior Wealth Management
Nebraska
$120K +$118K +3,204 New
CAL
88
Capital Analysts LLC
Pennsylvania
$94K -$91.3K -2,486 -50%
UBS Group
89
UBS Group
Switzerland
$81.5K +$79.7K +2,168 New
SWA
90
SOA Wealth Advisors
New York
$66.2K
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.7K
ACA
92
Aptus Capital Advisors
Alabama
$60.2K +$58.8K +1,600 New
AIP
93
Ameritas Investment Partners
Nebraska
$56K
LFG
94
Larson Financial Group
Missouri
$48.5K
JP Morgan Chase
95
JP Morgan Chase
New York
$47.7K +$2.54K +69 +6%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$19.9K -$14.2M -386,844 -42%
AF
97
Allworth Financial
California
$6.09K +$5.95K +162 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$38 +$37 +1 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$1.62M -45,633 Closed
BCM
100
Beck Capital Management
Texas
-$1.52M -42,761 Closed

FNOV Hedge Fund Activity: Q1 2023 in Review

98 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q1 2023, worth a combined $158M — down 26% from $212M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FNOV positions and 8 closed out — a net gain of 8 holders — while 22 added to existing stakes and 36 trimmed.

The largest buyer was MBL Wealth, opening a new position worth an estimated $8.44M. The largest seller was PRW Wealth Management, cutting an estimated $46.1M.

  • 98 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $158M of FT Vest US Equity Buffer ETF November stock for Q1 2023, down 26% quarter-over-quarter.
  • 16 funds opened new FT Vest US Equity Buffer ETF November positions in Q1 2023 and 8 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q1 2023 was MBL Wealth, an estimated $8.44M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q1 2023 was PRW Wealth Management, an estimated $46.1M sold.

Based on aggregated 13F filings for Q1 2023.