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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
AIC
101
Archer Investment Corporation
Indiana
$104K – – –
TCWA
102
Turtle Creek Wealth Advisors
Texas
$100K – – –
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$81K +$78.9K +1,811 New
AIP
104
Ameritas Investment Partners
Nebraska
$66.7K – – –
LFG
105
Larson Financial Group
Missouri
$57.7K – – –
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.3K – – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
– -$2.61M -61,440 Closed
SWP
108
Semus Wealth Partners
Florida
– -$672K -15,814 Closed
KCFA
109
Key Client Fiduciary Advisors
New Jersey
– -$610K -14,360 Closed
TPW
110
TL Private Wealth
Texas
– -$513K -12,078 Closed
Citadel Advisors
111
Citadel Advisors
Florida
– -$434K -10,200 Closed
KWA
112
Kingswood Wealth Advisors
California
– -$425K -10,000 Closed
WEG
113
World Equity Group
Illinois
– -$394K -9,257 Closed
KA
114
Kovack Advisors
Florida
– -$290K -6,825 Closed
OIA
115
OneDigital Investment Advisors
Kansas
– -$269K -6,335 Closed
SCA
116
Sage Capital Advisors
South Dakota
– -$259K -6,081 Closed
BTWM
117
Baker Tilly Wealth Management
Wisconsin
– -$247K -5,815 Closed
SW
118
SMART Wealth
Nebraska
– -$226K -5,320 Closed
RWA
119
Redhawk Wealth Advisors
Minnesota
– -$209K -4,915 Closed
GM
120
GeoWealth Management
Illinois
– -$176K -4,131 Closed
IPW
121
Impact Partnership Wealth
Georgia
– -$1.53K -36 Closed
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.