FT Vest US Equity Buffer ETF November
FNOV
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.
5% more capital invested
Capital invested by funds: $158M → $166M (+$8.28M)
4% less funds holding
Funds holding: 98 → 94 (-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: 2 → 1 (-1)
61% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
+$4.68M |
| 2 |
OC
Oppenheimer & Co
New York
|
+$662K |
| 3 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$655K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$623K |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$615K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.98M |
| 2 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$2.94M |
| 3 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$2.2M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$739K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$715K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
101
Avior Wealth Management
Omaha,
Nebraska
| – | -$120K | -3,204 | Closed |
|
|
ACA
102
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$60.2K | -1,600 | Closed |
|
103
JP Morgan Chase
New York
| – | -$47.7K | -1,269 | Closed |
|
|
AF
104
Allworth Financial
Folsom,
California
| – | -$6.09K | -162 | Closed |
|
|
CIAS
105
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$38 | -1 | 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.