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FT Vest US Equity Buffer ETF November

112 hedge funds and large institutions have $231M invested in FT Vest US Equity Buffer ETF November in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

6% more funds holding

Funds holding: 106112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $240M → $231M (-$9.02M)

5.37% less ownership

Funds ownership: 40.21%34.84% (-5.4%)

72% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 54

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
15
Reduced
54
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$25M +$11.9M +264,782 +95%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$22.9M -$520K -11,554 -2%
AA
3
Altman Advisors
Illinois
$17.1M +$163K +3,630 +1%
MC
4
McCarthy & Cox
Ohio
$15M -$59.2K -1,314 -0.4%
IA
5
IFP Advisors
Florida
$12.1M -$479K -10,640 -4%
LPL Financial
6
LPL Financial
California
$9.56M +$57.9K +1,287 +0.6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.51M -$38K -845 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.52M -$1.35M -29,979 -16%
OAJ
9
Ogorek Anthony Joseph
New York
$7.28M -$8.96K -199 -0.1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$6.84M -$201K -4,473 -3%
BIM
11
Bullseye Investment Management
Ohio
$5.62M -$2.9M -64,505 -33%
MW
12
MBL Wealth
North Carolina
$5.47M -$4.99M -110,842 -48%
RFG
13
REAP Financial Group
Texas
$3.9M -$59.2K -1,316 -2%
RJA
14
Raymond James & Associates
Florida
$3.67M -$198K -4,389 -5%
EFL
15
ERn Financial LLC
Wisconsin
$3.27M -$753K -16,728 -19%
KPWS
16
Kestra Private Wealth Services
Texas
$3.21M -$567K -12,586 -15%
DFA
17
DHJJ Financial Advisors
Illinois
$3.18M -$75.4K -1,674 -2%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$3.01M
Mariner
19
Mariner
Kansas
$2.93M -$64.5K -1,432 -2%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$2.78M
SI
21
Stephens Inc
Arkansas
$2.44M
APW
22
Aurora Private Wealth
New Jersey
$2.41M -$135K -2,998 -5%
KWS
23
Keystone Wealth Services
California
$2.36M -$61.9K -1,374 -3%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.18M -$26.5K -588 -1%
IF
25
Integrity Financial
Wyoming
$2.13M -$11.3K -251 -0.5%

FNOV Hedge Fund Activity: Q2 2024 in Review

112 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q2 2024, worth a combined $231M — down 3.8% from $240M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FNOV positions and 7 closed out — a net gain of 8 holders — while 15 added to existing stakes and 54 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $11.9M. The largest seller was MBL Wealth, cutting an estimated $4.99M.

  • 112 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q2 2024, up from 106 in Q1 2024.
  • Funds reported $231M of FT Vest US Equity Buffer ETF November stock for Q2 2024, down 3.8% quarter-over-quarter.
  • 15 funds opened new FT Vest US Equity Buffer ETF November positions in Q2 2024 and 7 closed out, a net change of +8 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q2 2024 was Cetera Investment Advisers, an estimated $11.9M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q2 2024 was MBL Wealth, an estimated $4.99M sold.

Based on aggregated 13F filings for Q2 2024.