FT Vest US Equity Buffer ETF November
FNOV
92 hedge funds and large institutions have $212M invested in FT Vest US Equity Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 15 closing their positions.
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
63% more capital invested
Capital invested by funds: $130M → $212M (+$81.8M)
19% more funds holding
Funds holding: 77 → 92 (+15)
16.68% more ownership
Funds ownership: 47.16% → 63.84% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$42.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$25.7M |
| 3 |
AA
Altman Advisors
Chicago,
Illinois
|
+$15.1M |
| 4 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$7.56M |
| 5 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$20.3M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$9.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.88M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.46M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
101
Triumph Capital Management
Denver,
Colorado
| – | -$202K | -6,129 | Closed |
|
|
SFWA
102
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| – | -$212K | -6,115 | Closed |
|
|
SOS
103
Silver Oak Securities
Jackson,
Tennessee
| – | -$207K | -5,325 | Closed |
|
104
UBS Group
Zurich,
Switzerland
| – | -$150K | -4,538 | Closed |
|
|
TFS
105
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$128K | -3,889 | Closed |
|
106
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$33K | -999 | Closed |
|
FNOV Hedge Fund Activity: Q4 2022 in Review
92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2022, worth a combined $212M — up 63% from $130M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FNOV positions and 15 closed out — a net gain of 17 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was PRW Wealth Management, adding an estimated $42.9M. The largest seller was Bouchey Financial Group, cutting an estimated $20.3M.
- 92 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2022, up from 77 in Q3 2022.
- Funds reported $212M of FT Vest US Equity Buffer ETF November stock for Q4 2022, up 63% quarter-over-quarter.
- 32 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2022 and 15 closed out, a net change of +17 holders.
- The largest FT Vest US Equity Buffer ETF November buyer in Q4 2022 was PRW Wealth Management, an estimated $42.9M added.
- The largest FT Vest US Equity Buffer ETF November seller in Q4 2022 was Bouchey Financial Group, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2022.