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FT Vest US Equity Moderate Buffer ETF November
GNOV

57 hedge funds and large institutions have $158M invested in FT Vest US Equity Moderate Buffer ETF November in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

51% more capital invested

Capital invested by funds: $105M → $158M (+$53.3M)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

27.47% more ownership

Funds ownership: 64.2% → 91.67% (+27%)

16% more funds holding

Funds holding: 49 → 57 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$27.9M
2
FHB
First Hawaiian Bank
Hawaii
+$10.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.25M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.6M
5
MAM
Milestone Asset Management
Pennsylvania
+$3.42M

Top Sellers

1
WP
WealthPLAN Partners
Nebraska
-$2.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.49M
3
CFGS
Concourse Financial Group Securities
Alabama
-$2.36M
4
WIM
WealthPlan Investment Management
Nebraska
-$2.23M
5
ACM
Anfield Capital Management
California
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$108K -$2.36M -72,940 -96%
PS
52
Principal Securities
Iowa
$91.6K – – –
IF
53
Integrity Financial
Wyoming
$33.4K +$25.5K +788 +350%
CIAS
54
Capital Investment Advisory Services
North Carolina
$12.7K – – –
CJ
55
Caitlin John
Michigan
$10.3K +$32 +1 +0.3%
PCM
56
Penserra Capital Management
California
$7K +$7.56K +234 New
AIC
57
Archer Investment Corporation
Indiana
$1.42K – – –
WP
58
WealthPLAN Partners
Nebraska
– -$2.57M -81,059 Closed
WIM
59
WealthPlan Investment Management
Nebraska
– -$2.23M -70,407 Closed
ACM
60
Anfield Capital Management
California
– -$1.93M -61,023 Closed
Citadel Advisors
61
Citadel Advisors
Florida
– -$526K -16,597 Closed
WEG
62
World Equity Group
Illinois
– -$459K -14,468 Closed
BRWA
63
B. Riley Wealth Advisors
Florida
– -$336K -10,600 Closed
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