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FT Vest US Equity Buffer ETF November

106 hedge funds and large institutions have $240M invested in FT Vest US Equity Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

1.04% more ownership

Funds ownership: 39.17%40.21% (+1%)

4% more capital invested

Capital invested by funds: $230M → $240M (+$9.2M)

7% less funds holding

Funds holding: 114106 (-8)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

60% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 50

Holders
106
Holders Change
-8
Holders Change %
-7.02%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
20
Reduced
50
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
$22.8M -$559K -12,835 -2%
AA
2
Altman Advisors
Illinois
$16.4M +$481K +11,031 +3%
MC
3
McCarthy & Cox
Ohio
$14.7M +$14.3M +327,802 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$12.4M +$3.89M +89,294 +47%
IA
5
IFP Advisors
Florida
$12.3M +$304K +6,970 +3%
MW
6
MBL Wealth
North Carolina
$10.3M -$36.9K -846 -0.4%
CA
7
Cetera Advisors
Colorado
$9.91M +$4.39M +100,795 +84%
LPL Financial
8
LPL Financial
California
$9.24M +$4.34M +99,657 +93%
Osaic Holdings
9
Osaic Holdings
Arizona
$8.64M -$1.34M -30,699 -14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.31M +$445K +10,203 +6%
BIM
11
Bullseye Investment Management
Ohio
$8.12M +$7.46M +171,136 +769%
OAJ
12
Ogorek Anthony Joseph
New York
$7.08M
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.85M -$1.44M -32,936 -18%
EFL
14
ERn Financial LLC
Wisconsin
$3.93M -$25.9K -594 -0.7%
RFG
15
REAP Financial Group
Texas
$3.85M +$81.9K +1,878 +2%
RJA
16
Raymond James & Associates
Florida
$3.76M -$111K -2,554 -3%
KPWS
17
Kestra Private Wealth Services
Texas
$3.69M +$1.19M +27,245 +49%
DFA
18
DHJJ Financial Advisors
Illinois
$3.17M -$88.8K -2,037 -3%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$2.93M -$66.2K -1,519 -2%
Mariner
20
Mariner
Kansas
$2.92M -$64K -1,469 -2%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$2.71M
APW
22
Aurora Private Wealth
New Jersey
$2.47M -$20.7K -475 -0.9%
SI
23
Stephens Inc
Arkansas
$2.37M -$6.71K -154 -0.3%
KWS
24
Keystone Wealth Services
California
$2.35M -$20.5K -471 -0.9%
AAS
25
Avantax Advisory Services
Texas
$2.29M -$333K -7,650 -13%

FNOV Hedge Fund Activity: Q1 2024 in Review

106 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q1 2024, worth a combined $240M — up 4% from $230M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FNOV and 7 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 20 added.

The largest buyer was Bullseye Investment Management, adding an estimated $7.46M. The largest seller was CreativeOne Wealth, cutting an estimated $6.97M.

  • 106 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q1 2024, down from 114 in Q4 2023.
  • Funds reported $240M of FT Vest US Equity Buffer ETF November stock for Q1 2024, up 4% quarter-over-quarter.
  • 7 funds opened new FT Vest US Equity Buffer ETF November positions in Q1 2024 and 15 closed out, a net change of -8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q1 2024 was Bullseye Investment Management, an estimated $7.46M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q1 2024 was CreativeOne Wealth, an estimated $6.97M sold.

Based on aggregated 13F filings for Q1 2024.