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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
RWA
76
Redhawk Wealth Advisors
Minnesota
$248K -$42.2K -1,100 -15%
KA
77
Kovack Advisors
Florida
$242K -$9.7K -253 -4%
NRI
78
NFP Retirement Inc
California
$235K
FWM
79
ForthRight Wealth Management
Georgia
$232K
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$226K -$155K -4,037 -42%
SG
81
StoneX Group
New York
$221K
BCM
82
Brookstone Capital Management
Illinois
$215K +$206K +5,383 New
SOS
83
Silver Oak Securities
Tennessee
$214K
CFGS
84
Concourse Financial Group Securities
Alabama
$193K -$6.25K -163 -3%
UBS Group
85
UBS Group
Switzerland
$160K +$68.9K +1,798 +83%
Morgan Stanley
86
Morgan Stanley
New York
$138K
CAL
87
Capital Analysts LLC
Pennsylvania
$101K
AIC
88
Archer Investment Corporation
Indiana
$93.6K -$97.1K -2,532 -52%
SWA
89
SOA Wealth Advisors
New York
$70.9K
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.5K -$8.44K -220 -13%
AIP
91
Ameritas Investment Partners
Nebraska
$60K
LFG
92
Larson Financial Group
Missouri
$51.9K
GM
93
GeoWealth Management
Illinois
$32K +$30.6K +798 New
RIA
94
Realta Investment Advisors
Delaware
$24.2K +$23K +600 New
PWM
95
PRW Wealth Management
Massachusetts
-$2.94M -77,395 Closed
Wolverine Trading
96
Wolverine Trading
Illinois
-$450K -12,095 Closed
SPC
97
Sigma Planning Corp
Michigan
-$402K -10,705 Closed
ACG
98
Allen Capital Group
Nebraska
-$397K -10,570 Closed
LSA
99
Lion Street Advisors
Texas
-$283K -7,536 Closed
QPW
100
Quantum Private Wealth
Florida
-$252K -6,700 Closed

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.