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FT Vest US Equity Buffer ETF November

83 hedge funds and large institutions have $154M invested in FT Vest US Equity Buffer ETF November in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

11% more funds holding

Funds holding: 7583 (+8)

4% more capital invested

Capital invested by funds: $148M → $154M (+$5.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.17% less ownership

Funds ownership: 53.98%49.8% (-4.2%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
22
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$22.9M +$840K +22,449 +4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$16M +$334K +8,929 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10M -$362K -9,681 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.59M -$262K -7,013 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.29M +$411K +10,997 +6%
CA
6
Cetera Advisors
Colorado
$6.33M +$1.71M +45,712 +38%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.53M +$3.07M +82,042 +128%
PWM
8
PRW Wealth Management
Massachusetts
$4.73M -$87.3K -2,334 -2%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.7M +$1.72M +45,891 +89%
DFA
10
DHJJ Financial Advisors
Illinois
$3.48M -$141K -3,776 -4%
IAN
11
Integrated Advisors Network
Texas
$3.17M +$142K +3,800 +5%
OC
12
Oppenheimer & Co
New York
$2.96M +$2.92M +78,046 New
LNC
13
Lincoln National Corp
Pennsylvania
$2.78M -$37.4K -1,000 -1%
AAS
14
Avantax Advisory Services
Texas
$2.69M +$2.66M +70,991 New
SI
15
Stephens Inc
Arkansas
$2.57M +$1.13M +30,202 +80%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.32M +$325K +8,674 +17%
ICG
17
InterOcean Capital Group
Tennessee
$2.21M -$352K -9,420 -14%
BCM
18
Beck Capital Management
Texas
$2.17M -$494K -13,208 -19%
APW
19
Aurora Private Wealth
New Jersey
$2.16M +$1.12M +30,066 +112%
APA
20
American Portfolios Advisors
New York
$2.1M +$1.62M +43,371 +359%
KAS
21
Kestra Advisory Services
Texas
$2.04M +$432K +11,539 +27%
PFA
22
Plotkin Financial Advisors
Maryland
$1.94M -$94.8K -2,534 -5%
1SB
23
1ST Source Bank
Indiana
$1.84M
AWM
24
AE Wealth Management
Kansas
$1.78M +$132K +3,530 +8%
BRWM
25
B. Riley Wealth Management
Tennessee
$1.7M +$421K +11,245 +33%

FNOV Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q1 2022, worth a combined $154M — up 3.9% from $148M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FNOV positions and 9 closed out — a net gain of 10 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.07M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.02M sold.

  • 83 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $154M of FT Vest US Equity Buffer ETF November stock for Q1 2022, up 3.9% quarter-over-quarter.
  • 19 funds opened new FT Vest US Equity Buffer ETF November positions in Q1 2022 and 9 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.07M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q1 2022 was Susquehanna International Group, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2022.