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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
AIC
101
Archer Investment Corporation
Indiana
$107K
UBS Group
102
UBS Group
Switzerland
$91.2K +$89.2K +1,982 New
BBPWM
103
Blue Bell Private Wealth Management
Pennsylvania
$83.4K
FNWA
104
Financial Network Wealth Advisors
Utah
$69.6K +$68.1K +1,513 New
AIP
105
Ameritas Investment Partners
Nebraska
$68.6K
LFG
106
Larson Financial Group
Missouri
$59.4K
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.9K
CB
108
Chris Bulman
California
$55.7K +$54.5K +1,210 New
William Blair & Company
109
William Blair & Company
Illinois
$34.5K +$33.8K +750 New
TSMHT
110
Thurston Springer Miller Herd & Titak
Indiana
$18K +$17.6K +390 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$9.39K +$9.18K +204 New
Jones Financial Companies
112
Jones Financial Companies
Missouri
$1.01K +$990 +22 New
CBFP
113
Cedar Brook Financial Partners
Ohio
-$1.3M -29,103 Closed
IAN
114
Integrated Advisors Network
Texas
-$1.07M -23,856 Closed
LNC
115
Lincoln National Corp
Pennsylvania
-$676K -15,110 Closed
SP
116
Sequent Planning
Nebraska
-$511K -11,429 Closed
MA
117
Mutual Advisors
Nebraska
-$219K -4,893 Closed
PAS
118
Park Avenue Securities
New York
-$212K -4,746 Closed
TCWA
119
Turtle Creek Wealth Advisors
Texas
-$100K -2,238 Closed

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.