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FT Vest US Equity Buffer ETF November

92 hedge funds and large institutions have $212M invested in FT Vest US Equity Buffer ETF November in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

63% more capital invested

Capital invested by funds: $130M → $212M (+$81.8M)

19% more funds holding

Funds holding: 7792 (+15)

16.68% more ownership

Funds ownership: 47.16%63.84% (+17%)

Holders
92
Holders Change
+15
Holders Change %
+19.48%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
32
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$32.6M +$25.7M +729,498 +390%
PWM
2
PRW Wealth Management
Massachusetts
$27.3M +$42.9M +1,216,780 +1,065%
AA
3
Altman Advisors
Illinois
$15.6M +$15.1M +429,009 New
Osaic Holdings
4
Osaic Holdings
Arizona
$12.8M +$4.05M +114,910 +47%
TLFA
5
True Link Financial Advisors
California
$7.62M +$7.56M +214,525 New
HI
6
Harbour Investments
Wisconsin
$7.17M +$202K +5,741 +3%
EFL
7
ERn Financial LLC
Wisconsin
$6.55M +$6.5M +184,479 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.11M +$871K +24,716 +17%
OAJ
9
Ogorek Anthony Joseph
New York
$5.61M +$5.55M +157,485 +39,870%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.61M -$2.88M -81,780 -39%
CA
11
Cetera Advisors
Colorado
$4.43M +$1.06M +30,116 +32%
AAS
12
Avantax Advisory Services
Texas
$3.83M +$1.21M +34,368 +47%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.51M +$3.48M +98,731 New
LPL Financial
14
LPL Financial
California
$3.1M +$3.07M +87,182 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.03M +$1.68M +47,749 +127%
DFA
16
DHJJ Financial Advisors
Illinois
$3.03M -$178K -5,047 -6%
IAN
17
Integrated Advisors Network
Texas
$2.95M -$65.7K -1,865 -2%
Mariner
18
Mariner
Kansas
$2.71M +$2.03M +57,623 +311%
RJA
19
Raymond James & Associates
Florida
$2.52M +$2.49M +70,811 New
KAS
20
Kestra Advisory Services
Texas
$2.46M +$380K +10,798 +18%
WEG
21
World Equity Group
Illinois
$2.21M +$2.19M +62,079 New
MCWS
22
McKinley Carter Wealth Services
West Virginia
$2.17M +$1.22M +34,764 +132%
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.01M -$1.45M -41,160 -42%
APW
24
Aurora Private Wealth
New Jersey
$1.95M -$106K -3,019 -5%
KPWS
25
Kestra Private Wealth Services
Texas
$1.88M +$1.87M +53,024 New

FNOV Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2022, worth a combined $212M — up 63% from $130M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FNOV positions and 15 closed out — a net gain of 17 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was PRW Wealth Management, adding an estimated $42.9M. The largest seller was Bouchey Financial Group, cutting an estimated $20.3M.

  • 92 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $212M of FT Vest US Equity Buffer ETF November stock for Q4 2022, up 63% quarter-over-quarter.
  • 32 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2022 and 15 closed out, a net change of +17 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q4 2022 was PRW Wealth Management, an estimated $42.9M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q4 2022 was Bouchey Financial Group, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2022.