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FT Vest US Equity Buffer ETF November

112 hedge funds and large institutions have $231M invested in FT Vest US Equity Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

6% more funds holding

Funds holding: 106112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $240M → $231M (-$9.02M)

5.37% less ownership

Funds ownership: 40.21%34.84% (-5.4%)

72% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 54

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
15
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$364K -$46.6K -1,035 -12%
AI
77
Atria Investments
North Carolina
$343K -$929K -20,647 -74%
FWM
78
ForthRight Wealth Management
Georgia
$340K
MSFS
79
Main Street Financial Solutions
Pennsylvania
$339K -$128K -2,839 -28%
PFS
80
Prospera Financial Services
Texas
$337K
SG
81
StoneX Group
New York
$337K +$39.2K +871 +14%
FA
82
Flagstar Advisors
New York
$320K
CCG
83
Catalina Capital Group
California
$280K
MCM
84
MAI Capital Management
Ohio
$280K +$37.8K +840 +16%
OIA
85
OneDigital Investment Advisors
Kansas
$271K +$265K +5,890 New
CW
86
CreativeOne Wealth
Kansas
$264K -$45.5K -1,011 -15%
NRI
87
NFP Retirement Inc
California
$263K
TA
88
TFB Advisors
Kansas
$258K +$252K +5,600 New
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$239K
SRA
90
Secured Retirement Advisors
Minnesota
$239K -$6.93K -154 -3%
LI
91
LVZ Inc
Michigan
$236K
SAW
92
Signal Advisors Wealth
Michigan
$221K +$216K +4,797 New
NW
93
Naviter Wealth
Arkansas
$217K
SPC
94
Sigma Planning Corp
Michigan
$215K -$50.2K -1,115 -19%
BCM
95
Brookstone Capital Management
Illinois
$208K -$16K -356 -7%
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$208K -$77.3K -1,718 -28%
BFG
97
Beacon Financial Group
Texas
$205K -$306K -6,800 -60%
AF
98
Allworth Financial
California
$168K
Morgan Stanley
99
Morgan Stanley
New York
$158K
CAL
100
Capital Analysts LLC
Pennsylvania
$115K

FNOV Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q2 2024, worth a combined $231M — down 3.8% from $240M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNOV positions and 7 closed out — a net gain of 8 holders — while 15 added to existing stakes and 54 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $11.9M. The largest seller was MBL Wealth, cutting an estimated $4.99M.

  • 112 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q2 2024, up from 106 in Q1 2024.
  • Funds reported $231M of FT Vest US Equity Buffer ETF November stock for Q2 2024, down 3.8% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF November positions in Q2 2024 and 7 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q2 2024 was Cetera Investment Advisers, an estimated $11.9M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q2 2024 was MBL Wealth, an estimated $4.99M sold.

Based on aggregated 13F filings for Q2 2024.