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FT Vest US Equity Buffer ETF November

77 hedge funds and large institutions have $130M invested in FT Vest US Equity Buffer ETF November in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.8% less ownership

Funds ownership: 48.96%47.16% (-1.8%)

6% less capital invested

Capital invested by funds: $139M → $130M (-$9M)

7% less funds holding

Funds holding: 8377 (-6)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
16
Reduced
28
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
$19.9M -$266K -7,508 -1%
Truist Financial
2
Truist Financial
North Carolina
$9.62M +$859K +24,219 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.06M -$871K -24,571 -9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.97M +$279K +7,880 +4%
HI
5
Harbour Investments
Wisconsin
$6.67M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.16M -$3.21M -90,640 -33%
APA
7
American Portfolios Advisors
New York
$5.67M +$319K +8,997 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.86M -$197K -5,554 -4%
PWM
9
PRW Wealth Management
Massachusetts
$3.76M -$393K -11,092 -9%
IWC
10
Integrated Wealth Concepts
Massachusetts
$3.22M
CA
11
Cetera Advisors
Colorado
$3.12M -$964K -27,204 -22%
DFA
12
DHJJ Financial Advisors
Illinois
$2.98M -$21.4K -604 -0.7%
IAN
13
Integrated Advisors Network
Texas
$2.8M
OMC
14
Old Mission Capital
Illinois
$2.78M +$2.14M +60,424 +251%
LNC
15
Lincoln National Corp
Pennsylvania
$2.46M
AAS
16
Avantax Advisory Services
Texas
$2.42M -$44.8K -1,263 -2%
OC
17
Oppenheimer & Co
New York
$1.93M -$486K -13,707 -19%
KAS
18
Kestra Advisory Services
Texas
$1.93M +$21.3K +600 +1%
APW
19
Aurora Private Wealth
New Jersey
$1.9M
PFA
20
Plotkin Financial Advisors
Maryland
$1.68M
BCM
21
Beck Capital Management
Texas
$1.67M -$37.1K -1,048 -2%
1SB
22
1ST Source Bank
Indiana
$1.6M
FPWM
23
FSB Premier Wealth Management
Iowa
$1.47M
IF
24
Integrity Financial
Wyoming
$1.35M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.24M -$110K -3,116 -8%

FNOV Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q3 2022, worth a combined $130M — down 6.5% from $139M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FNOV and 3 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 16 added.

The largest buyer was Old Mission Capital, adding an estimated $2.14M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.21M.

  • 77 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q3 2022, down from 83 in Q2 2022.
  • Funds reported $130M of FT Vest US Equity Buffer ETF November stock for Q3 2022, down 6.5% quarter-over-quarter.
  • 3 funds opened new FT Vest US Equity Buffer ETF November positions in Q3 2022 and 6 closed out, a net change of -3 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q3 2022 was Old Mission Capital, an estimated $2.14M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q3 2022 was Commonwealth Equity Services, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2022.