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FT Vest US Equity Buffer ETF November

83 hedge funds and large institutions have $139M invested in FT Vest US Equity Buffer ETF November in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 8383 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0.84% less ownership

Funds ownership: 49.8%48.96% (-0.84%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

9% less capital invested

Capital invested by funds: $154M → $139M (-$14.4M)

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
24
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Bouchey Financial Group
New York
$20.8M +$315K +8,844 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.45M +$466K +13,078 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.17M -$701K -19,660 -7%
Truist Financial
4
Truist Financial
North Carolina
$9.11M +$9.13M +256,123 +2,180%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.93M +$406K +11,397 +6%
HI
6
Harbour Investments
Wisconsin
$6.67M +$6.99M +196,090 New
APA
7
American Portfolios Advisors
New York
$5.55M +$3.84M +107,590 +194%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.2M +$242K +6,793 +5%
PWM
9
PRW Wealth Management
Massachusetts
$4.26M +$16.8K +470 +0.4%
CA
10
Cetera Advisors
Colorado
$4.15M -$1.61M -45,143 -27%
IWC
11
Integrated Wealth Concepts
Massachusetts
$3.32M +$2.6K +73 +0.1%
DFA
12
DHJJ Financial Advisors
Illinois
$3.1M -$16.9K -474 -0.5%
IAN
13
Integrated Advisors Network
Texas
$2.89M +$39.9K +1,120 +1%
LNC
14
Lincoln National Corp
Pennsylvania
$2.54M +$49.5K +1,388 +2%
AAS
15
Avantax Advisory Services
Texas
$2.54M +$129K +3,608 +5%
OC
16
Oppenheimer & Co
New York
$2.46M -$207K -5,798 -7%
KAS
17
Kestra Advisory Services
Texas
$1.97M +$144K +4,041 +8%
APW
18
Aurora Private Wealth
New Jersey
$1.97M +$27.1K +760 +1%
BCM
19
Beck Capital Management
Texas
$1.75M -$204K -5,723 -10%
PFA
20
Plotkin Financial Advisors
Maryland
$1.74M -$5.17K -145 -0.3%
ICG
21
InterOcean Capital Group
Tennessee
$1.72M -$285K -8,000 -14%
1SB
22
1ST Source Bank
Indiana
$1.66M
FPWM
23
FSB Premier Wealth Management
Iowa
$1.51M
IF
24
Integrity Financial
Wyoming
$1.39M -$99K -2,778 -6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.38M -$732K -20,538 -34%

FNOV Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q2 2022, worth a combined $139M — down 9.4% from $154M a quarter earlier.

Fund positioning in FNOV was balanced in Q2 2022: 11 funds opened new positions, 11 closed out, 24 added to existing stakes and 26 trimmed.

The largest buyer was Truist Financial, adding an estimated $9.13M. The largest seller was Janney Montgomery Scott, cutting an estimated $13.9M.

  • 83 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $139M of FT Vest US Equity Buffer ETF November stock for Q2 2022, down 9.4% quarter-over-quarter.
  • 11 funds opened new FT Vest US Equity Buffer ETF November positions in Q2 2022 and 11 closed out, a net change of 0 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q2 2022 was Truist Financial, an estimated $9.13M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q2 2022 was Janney Montgomery Scott, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2022.