We are live on ! Find out more
GNOV icon

FT Vest US Equity Moderate Buffer ETF November

97 hedge funds and large institutions have $227M invested in FT Vest US Equity Moderate Buffer ETF November in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,633% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 3

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

94% more funds holding

Funds holding: 5097 (+47)

84% more capital invested

Capital invested by funds: $123M → $227M (+$104M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.24% less ownership

Funds ownership: 80.53%78.3% (-2.2%)

Holders
97
Holders Change
+47
Holders Change %
+94%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
28
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$42.2M +$42.1M +1,206,228 New
GF
2
Gries Financial
Ohio
$25.1M +$3.31M +94,781 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.4M +$5.6M +160,440 +44%
KAS
4
Kestra Advisory Services
Texas
$13.8M +$1.14M +32,626 +9%
FHB
5
First Hawaiian Bank
Hawaii
$11.4M
AIC
6
Archer Investment Corporation
Indiana
$11.2M +$11.1M +318,935 +741,709%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11M +$6.23M +178,645 +132%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.78M +$7.99M +229,016 +454%
AP
9
Americana Partners
Texas
$8.37M +$7.91M +226,679 +1,781%
LC
10
Legacy CG
Texas
$6.63M +$6.61M +189,484 New
MAM
11
Milestone Asset Management
Pennsylvania
$4.54M +$194K +5,567 +4%
CFCI
12
Comprehensive Financial Consultants Institutional
Indiana
$4.2M +$4.19M +120,010 New
SW
13
Schulz Wealth
Texas
$3.81M +$22.9K +655 +0.6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.26M +$2.95M +84,599 +986%
PSCM
15
Per Stirling Capital Management
Texas
$3.16M +$64.4K +1,845 +2%
CHC
16
City Holding Co
West Virginia
$2.55M +$962K +27,561 +61%
HAS
17
HBW Advisory Services
California
$2.49M +$2.48M +71,137 New
NWMP
18
Noble Wealth Management PBC
Colorado
$2.22M +$2.21M +63,408 New
FPWM
19
FSB Premier Wealth Management
Iowa
$2.13M +$2.13M +60,938 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.95M +$1.31M +37,605 +207%
LPL Financial
21
LPL Financial
California
$1.9M +$812K +23,256 +75%
AIA
22
AssuredPartners Investment Advisors
Florida
$1.9M +$1.89M +54,233 New
HP
23
Holistic Planning
Texas
$1.84M +$650K +18,638 +55%
AAS
24
Avantax Advisory Services
Texas
$1.33M +$1.32M +37,897 New
ACM
25
Anfield Capital Management
California
$1.31M +$378K +10,830 +41%