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FT Vest US Equity Buffer ETF November
FNOV

106 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

1.04% more ownership

Funds ownership: 39.17% → 40.21% (+1%)

4% more capital invested

Capital invested by funds: $230M → $240M (+$9.2M)

7% less funds holding

Funds holding: 114 → 106 (-8)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

60% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 50

Holders
106
Holders Change
-8
Holders Change %
-7.02%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
20
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
+$7.46M
2
CA
Cetera Advisors
Colorado
+$4.39M
3
LPL Financial
LPL Financial
California
+$4.34M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.89M
5
KPWS
Kestra Private Wealth Services
Texas
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$6.97M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.55M
3
NW
Naviter Wealth
Arkansas
-$5.22M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.1M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
76
FWG Investments
Kentucky
$434K – – –
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$423K -$1.1M -25,189 -73%
SWM
78
Spire Wealth Management
Virginia
$400K -$4.97K -114 -1%
CA
79
CoreCap Advisors
Michigan
$340K +$122K +2,807 +59%
FWM
80
ForthRight Wealth Management
Georgia
$330K – – –
PFS
81
Prospera Financial Services
Texas
$328K – – –
FA
82
Flagstar Advisors
New York
$311K – – –
CW
83
CreativeOne Wealth
Kansas
$302K -$6.97M -159,869 -96%
SG
84
StoneX Group
New York
$288K – – –
JSW
85
Journey Strategic Wealth
New Jersey
$282K +$275K +6,298 New
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$279K -$59.5K -1,366 -18%
CCG
87
Catalina Capital Group
California
$272K – – –
SPC
88
Sigma Planning Corp
Michigan
$258K +$252K +5,775 New
NRI
89
NFP Retirement Inc
California
$255K – – –
SRA
90
Secured Retirement Advisors
Minnesota
$239K – – –
MCM
91
MAI Capital Management
Ohio
$234K – – –
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$233K – – –
LI
93
LVZ Inc
Michigan
$229K – – –
MA
94
Mutual Advisors
Nebraska
$219K – – –
BCM
95
Brookstone Capital Management
Illinois
$217K – – –
PAS
96
Park Avenue Securities
New York
$212K +$207K +4,746 New
NW
97
Naviter Wealth
Arkansas
$211K -$5.22M -119,822 -96%
AF
98
Allworth Financial
California
$163K +$159K +3,646 New
Morgan Stanley
99
Morgan Stanley
New York
$153K -$149K -3,425 -50%
CAL
100
Capital Analysts LLC
Pennsylvania
$112K – – –
1 2 3
4
5

FNOV Hedge Fund Activity: Q1 2024 in Review

106 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q1 2024, worth a combined $240M — up 4% from $230M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FNOV and 7 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 20 added.

The largest buyer was Bullseye Investment Management, adding an estimated $7.46M. The largest seller was CreativeOne Wealth, cutting an estimated $6.97M.

  • 106 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q1 2024, down from 114 in Q4 2023.
  • Funds reported $240M of FT Vest US Equity Buffer ETF November stock for Q1 2024, up 4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF November positions in Q1 2024 and 15 closed out, a net change of -8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q1 2024 was Bullseye Investment Management, an estimated $7.46M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q1 2024 was CreativeOne Wealth, an estimated $6.97M sold.

Based on aggregated 13F filings for Q1 2024.