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FT Vest US Equity Buffer ETF November

152 hedge funds and large institutions have $316M invested in FT Vest US Equity Buffer ETF November in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 10

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

54% more capital invested

Capital invested by funds: $205M → $316M (+$110M)

33% more funds holding

Funds holding: 114152 (+38)

5.69% more ownership

Funds ownership: 28.71%34.4% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
152
Holders Change
+38
Holders Change %
+33.33%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
56
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$38.5M +$14.1M +294,882 +58%
Raymond James Financial
2
Raymond James Financial
Florida
$19.1M +$19.1M +399,408 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.8M +$17.2M +359,859 +1,075%
AA
4
Altman Advisors
Illinois
$18.3M +$1.37M +28,569 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$16.8M +$10M +209,416 +147%
MC
6
McCarthy & Cox
Ohio
$15.9M +$640K +13,381 +4%
IA
7
IFP Advisors
Florida
$12.2M -$95.9K -2,004 -0.8%
LPL Financial
8
LPL Financial
California
$9.9M +$141K +2,943 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.43M +$2.4M +50,273 +34%
WIM
10
WealthPlan Investment Management
Nebraska
$8.35M +$8.35M +174,540 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$8.3M +$3.87M +80,925 +87%
OAJ
12
Ogorek Anthony Joseph
New York
$7.56M -$3.59K -75 -0%
CW
13
CreativeOne Wealth
Kansas
$5.83M +$5.83M +121,951 New
CCFM
14
Clear Creek Financial Management
Washington
$5.22M +$5.22M +109,072 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.07M +$2.83M +59,109 +126%
WP
16
WealthPLAN Partners
Nebraska
$4.8M +$4.8M +100,272 New
AssetMark Inc
17
AssetMark Inc
California
$4.78M +$1.72M +35,906 +56%
MW
18
MBL Wealth
North Carolina
$4.72M +$26.4K +552 +0.6%
AA
19
Armis Advisers
Georgia
$4.05M +$4.05M +84,690 New
RFG
20
REAP Financial Group
Texas
$3.95M -$312K -6,522 -7%
EFL
21
ERn Financial LLC
Wisconsin
$3.13M -$33.8K -707 -1%
DFA
22
DHJJ Financial Advisors
Illinois
$3.08M -$139K -2,902 -4%
Mariner
23
Mariner
Kansas
$3.02M -$14K -293 -0.5%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$2.94M +$44.1K +921 +2%
KAS
25
Kestra Advisory Services
Texas
$2.68M +$732K +15,303 +37%

FNOV Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Buffer ETF November (FNOV) for Q4 2024, worth a combined $316M — up 54% from $205M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FNOV positions and 10 closed out — a net gain of 40 holders — while 56 added to existing stakes and 30 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17.2M. The largest seller was Bullseye Investment Management, cutting an estimated $3.85M.

  • 152 institutional investors held FT Vest US Equity Buffer ETF November (FNOV) as of Q4 2024, up from 114 in Q3 2024.
  • Funds reported $316M of FT Vest US Equity Buffer ETF November stock for Q4 2024, up 54% quarter-over-quarter.
  • 50 funds opened new FT Vest US Equity Buffer ETF November positions in Q4 2024 and 10 closed out, a net change of +40 holders.
  • The largest FT Vest US Equity Buffer ETF November buyer in Q4 2024 was Envestnet Asset Management, an estimated $17.2M added.
  • The largest FT Vest US Equity Buffer ETF November seller in Q4 2024 was Bullseye Investment Management, an estimated $3.85M sold.

Based on aggregated 13F filings for Q4 2024.