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FT Vest US Equity Buffer ETF November

75 hedge funds and large institutions have $148M invested in FT Vest US Equity Buffer ETF November in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

104% more capital invested

Capital invested by funds: $72.7M → $148M (+$75.4M)

67% more funds holding

Funds holding: 4575 (+30)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 54.53%53.98% (-0.56%)

Holders
75
Holders Change
+30
Holders Change %
+66.67%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
23
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$22.7M +$22.3M +581,517 New
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$16.1M +$14.9M +388,177 +1,532%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.5M +$7.65M +199,116 +206%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M +$3.19M +83,041 +43%
HI
5
Harbour Investments
Wisconsin
$7.33M +$3.25M +84,669 +82%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$7.07M +$765K +19,905 +12%
PWM
7
PRW Wealth Management
Massachusetts
$4.96M -$538K -14,001 -10%
CA
8
Cetera Advisors
Colorado
$4.73M -$1.64M -42,815 -26%
DFA
9
DHJJ Financial Advisors
Illinois
$3.72M +$110K +2,872 +3%
IAN
10
Integrated Advisors Network
Texas
$3.12M +$3.07M +80,040 New
LNC
11
Lincoln National Corp
Pennsylvania
$2.9M -$34.3K -893 -1%
BCM
12
Beck Capital Management
Texas
$2.75M +$2.34M +61,004 +642%
ICG
13
InterOcean Capital Group
Tennessee
$2.65M -$983K -25,600 -27%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.5M +$1.53M +39,857 +165%
PFA
15
Plotkin Financial Advisors
Maryland
$2.1M +$2.07M +53,756 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.05M +$1.12M +29,110 +124%
IWC
17
Integrated Wealth Concepts
Massachusetts
$2.02M +$1.99M +51,705 New
TPW
18
TL Private Wealth
Texas
$2M -$206K -5,371 -9%
FPWM
19
FSB Premier Wealth Management
Iowa
$1.97M +$1.94M +50,505 New
1SB
20
1ST Source Bank
Indiana
$1.9M +$307K +8,000 +20%
IF
21
Integrity Financial
Wyoming
$1.77M +$1.74M +45,422 New
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$1.76M -$18.8K -490 -1%
AWM
23
AE Wealth Management
Kansas
$1.7M +$204K +5,314 +14%
KAS
24
Kestra Advisory Services
Texas
$1.65M +$773K +20,119 +91%
SI
25
Stephens Inc
Arkansas
$1.47M +$1.45M +37,696 New

FNOV Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2021, worth a combined $148M — up 104% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FNOV positions and 6 closed out — a net gain of 32 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $22.3M. The largest seller was Atria Investments, exiting entirely with an estimated $3.69M sold.

  • 75 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2021, up from 45 in Q3 2021.
  • Funds reported $148M of FT Vest US Equity Buffer ETF November stock for Q4 2021, up 104% quarter-over-quarter.
  • 38 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2021 and 6 closed out, a net change of +32 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q4 2021 was Bouchey Financial Group, an estimated $22.3M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q4 2021 was Atria Investments, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2021.