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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$221K +$209K +5,200 New
LI
102
LVZ Inc
Michigan
$218K +$206K +5,123 New
RWA
103
Redhawk Wealth Advisors
Minnesota
$209K +$198K +4,915 New
MA
104
Mutual Advisors
Nebraska
$208K +$197K +4,893 New
BCM
105
Brookstone Capital Management
Illinois
$206K -$21.4K -530 -10%
CA
106
CoreCap Advisors
Michigan
$204K -$3.18M -78,919 -94%
GM
107
GeoWealth Management
Illinois
$176K -$2.34K -58 -1%
CAL
108
Capital Analysts LLC
Pennsylvania
$106K
AIC
109
Archer Investment Corporation
Indiana
$98.8K
TCWA
110
Turtle Creek Wealth Advisors
Texas
$95.1K +$90.2K +2,238 New
AIP
111
Ameritas Investment Partners
Nebraska
$63.3K
LFG
112
Larson Financial Group
Missouri
$54.8K
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K -$10.7K -265 -18%
IPW
114
Impact Partnership Wealth
Georgia
$1.53K +$1.45K +36 New
SDH
115
Sloy Dahl & Holst
Washington
-$674K -17,335 Closed
SOS
116
Silver Oak Securities
Tennessee
-$207K -5,325 Closed
Bank of America
117
Bank of America
North Carolina
-$29.1K -749 Closed
RIA
118
Realta Investment Advisors
Delaware
-$24.2K -600 Closed
Wells Fargo
119
Wells Fargo
California
-$4.86K -125 Closed
UBS Group
120
UBS Group
Switzerland
-$3.3K -85 Closed

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.