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FT Vest US Equity Buffer ETF November

94 hedge funds and large institutions have $166M invested in FT Vest US Equity Buffer ETF November in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $158M → $166M (+$8.28M)

4% less funds holding

Funds holding: 9894 (-4)

6.74% less ownership

Funds ownership: 46.87%40.13% (-6.7%)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

61% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 44

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
17
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20.6M -$664K -17,317 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.2M -$2.98M -77,757 -22%
MW
3
MBL Wealth
North Carolina
$9.93M +$655K +17,069 +7%
TLFA
4
True Link Financial Advisors
California
$8.64M
OAJ
5
Ogorek Anthony Joseph
New York
$6.4M -$4.6K -120 -0.1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.42M +$177K +4,614 +4%
NW
7
Naviter Wealth
Arkansas
$4.91M +$4.68M +122,032 New
CA
8
Cetera Advisors
Colorado
$4.5M -$278K -7,255 -6%
RJA
9
Raymond James & Associates
Florida
$4.36M +$67.3K +1,754 +2%
LPL Financial
10
LPL Financial
California
$4.24M +$559K +14,574 +16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.74M -$215K -5,613 -6%
EFL
12
ERn Financial LLC
Wisconsin
$3.73M -$136K -3,543 -4%
HI
13
Harbour Investments
Wisconsin
$3.21M -$667K -17,385 -18%
Mariner
14
Mariner
Kansas
$3.2M -$40.5K -1,057 -1%
DFA
15
DHJJ Financial Advisors
Illinois
$3.2M -$91.3K -2,382 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.11M -$595K -15,506 -17%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$2.46M
CW
18
CreativeOne Wealth
Kansas
$2.41M +$623K +16,258 +37%
SPIA
19
Steward Partners Investment Advisory
New York
$2.37M -$559K -14,575 -20%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.37M -$279K -7,271 -11%
APW
21
Aurora Private Wealth
New Jersey
$2.21M
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.01M
AAS
23
Avantax Advisory Services
Texas
$1.94M -$257K -6,694 -12%
KPWS
24
Kestra Private Wealth Services
Texas
$1.91M -$161K -4,198 -8%
1SB
25
1ST Source Bank
Indiana
$1.9M -$28.8K -750 -2%

FNOV Hedge Fund Activity: Q2 2023 in Review

94 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q2 2023, worth a combined $166M — up 5.2% from $158M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FNOV and 9 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 17 added.

The largest buyer was Naviter Wealth, opening a new position worth an estimated $4.68M. The largest seller was Osaic Holdings, cutting an estimated $2.98M.

  • 94 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q2 2023, down from 98 in Q1 2023.
  • Funds reported $166M of FT Vest US Equity Buffer ETF November stock for Q2 2023, up 5.2% quarter-over-quarter.
  • 9 funds opened new FT Vest US Equity Buffer ETF November positions in Q2 2023 and 11 closed out, a net change of -2 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q2 2023 was Naviter Wealth, an estimated $4.68M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q2 2023 was Osaic Holdings, an estimated $2.98M sold.

Based on aggregated 13F filings for Q2 2023.