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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
MML Investors Services
76
MML Investors Services
Massachusetts
$458K +$434K +10,770 New
MSFS
77
Main Street Financial Solutions
Pennsylvania
$434K +$411K +10,210 New
Citadel Advisors
78
Citadel Advisors
Florida
$434K +$411K +10,200 New
SW
79
Schulz Wealth
Texas
$430K +$407K +10,110 New
Jane Street
80
Jane Street
New York
$429K +$407K +10,098 New
KWA
81
Kingswood Wealth Advisors
California
$425K +$403K +10,000 New
FI
82
FWG Investments
Kentucky
$413K +$391K +9,704 New
WEG
83
World Equity Group
Illinois
$394K -$1.4M -34,699 -79%
SWM
84
Spire Wealth Management
Virginia
$389K -$227K -5,638 -38%
AAS
85
Ameritas Advisory Services
Nebraska
$358K -$154K -3,811 -32%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$323K +$78K +1,935 +34%
FWM
87
ForthRight Wealth Management
Georgia
$314K +$65.5K +1,625 +28%
PFS
88
Prospera Financial Services
Texas
$311K +$295K +7,327 New
FA
89
Flagstar Advisors
New York
$296K +$280K +6,959 New
Morgan Stanley
90
Morgan Stanley
New York
$291K +$138K +3,425 +100%
KA
91
Kovack Advisors
Florida
$290K +$41.5K +1,029 +18%
SG
92
StoneX Group
New York
$274K -$22.3K -553 -8%
OIA
93
OneDigital Investment Advisors
Kansas
$269K +$255K +6,335 New
SCA
94
Sage Capital Advisors
South Dakota
$259K -$80.7K -2,002 -25%
CCG
95
Catalina Capital Group
California
$258K +$245K +6,075 New
BTWM
96
Baker Tilly Wealth Management
Wisconsin
$247K +$234K +5,815 New
NRI
97
NFP Retirement Inc
California
$242K -$5.24K -130 -2%
SRA
98
Secured Retirement Advisors
Minnesota
$227K +$215K +5,349 New
SW
99
SMART Wealth
Nebraska
$226K +$214K +5,320 New
MCM
100
MAI Capital Management
Ohio
$223K -$33.8K -840 -14%

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.