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NOVM

FT Vest U.S. Equity Max Buffer ETF - November

24 hedge funds and large institutions have $10.2M invested in FT Vest U.S. Equity Max Buffer ETF - November in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

47.62% more ownership

Funds ownership: 0%47.62% (+48%)

Holders
24
Holders Change
+24
Holders Change %
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
1
Clear Creek Financial Management
Washington
$3.02M +$3.02M +98,664 New
WP
2
WealthPLAN Partners
Nebraska
$708K +$710K +23,155 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$599K +$601K +19,614 New
BTWM
4
Brass Tax Wealth Management
Ohio
$578K +$580K +18,910 New
BRWA
5
B. Riley Wealth Advisors
Florida
$576K +$577K +18,834 New
Jane Street
6
Jane Street
New York
$570K +$571K +18,643 New
WIM
7
WealthPlan Investment Management
Nebraska
$564K +$566K +18,459 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$424K +$425K +13,874 New
CAM
9
Creekmur Asset Management
Illinois
$413K +$414K +13,514 New
AWM
10
AE Wealth Management
Kansas
$409K +$410K +13,383 New
MFS
11
Madrona Financial Services
Washington
$332K +$333K +10,880 New
IA
12
IFP Advisors
Florida
$306K +$306K +10,000 New
GFA
13
Gallagher Fiduciary Advisors
Illinois
$250K +$251K +8,178 New
IFG
14
Independent Financial Group
California
$243K +$244K +7,954 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$216K +$217K +7,069 New
Osaic Holdings
16
Osaic Holdings
Arizona
$204K +$205K +6,677 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$202K +$202K +6,594 New
GWM
18
Geneos Wealth Management
Colorado
$191K +$192K +6,250 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$155K +$155K +5,061 New
Barclays
20
Barclays
United Kingdom
$147K +$147K +4,810 New
PS
21
Principal Securities
Iowa
$45.8K +$46K +1,500 New
CAL
22
Capital Analysts LLC
Pennsylvania
$30K +$30.1K +982 New
DFA
23
DHJJ Financial Advisors
Illinois
$8.1K +$8.12K +265 New
UBS Group
24
UBS Group
Switzerland
$3.06K +$3.06K +100 New

NOVM Hedge Fund Activity: Q4 2024 in Review

24 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in FT Vest U.S. Equity Max Buffer ETF - November (NOVM) for Q4 2024, worth a combined $10.2M.

Buyers outnumbered sellers: 24 funds opened new NOVM positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $3.02M.

  • 24 institutional investors held FT Vest U.S. Equity Max Buffer ETF - November (NOVM) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $10.2M of FT Vest U.S. Equity Max Buffer ETF - November stock for Q4 2024.
  • 24 funds opened new FT Vest U.S. Equity Max Buffer ETF - November positions in Q4 2024 and 0 closed out, a net change of +24 holders.
  • The largest FT Vest U.S. Equity Max Buffer ETF - November buyer in Q4 2024 was Clear Creek Financial Management, an estimated $3.02M added.

Based on aggregated 13F filings for Q4 2024.