FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
28 hedge funds and large institutions have $41.8M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
36% more capital invested
Capital invested by funds: $30.8M → $41.8M (+$11.1M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
12% more funds holding
Funds holding: 25 → 28 (+3)
3.29% more ownership
Funds ownership: 78.06% → 81.35% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Sequent Planning
Omaha,
Nebraska
|
+$19M |
| 2 |
MW
Maia Wealth
Denver,
Colorado
|
+$3.33M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.44M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$287K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$2.32M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$1.95M |
| 3 |
Jane Street
New York
|
-$907K |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$672K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$554K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
26
Ameritas Investment Partners
Lincoln,
Nebraska
| $1.83K | +$2.15K | +100 | New |
|
27
Morgan Stanley
New York
| $1.61K | -$4.83K | -225 | -72% |
|
|
PA
28
PSI Advisors
Tampa,
Florida
| $1.42K | -$516 | -24 | -24% |
|
|
IWP
29
Innova Wealth Partners
Newtown,
Pennsylvania
| – | -$2.32M | -103,042 | Closed |
|
|
LJAC
30
L.J. Altfest & Co
New York
| – | -$1.95M | -86,577 | Closed |
|
|
31
Jane Street
New York
| – | -$907K | -40,199 | Closed |
|
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$554K | -24,400 | Closed |
|
|
CAG
33
Csenge Advisory Group
Clearwater,
Florida
| – | -$267K | -11,671 | Closed |
|
|
JIP
34
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$248K | -10,999 | Closed |
|
|
FNWA
35
Financial Network Wealth Advisors
Murray,
Utah
| – | -$22.6K | -1,000 | Closed |
|
BGLD Hedge Fund Activity: Q4 2024 in Review
28 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q4 2024, worth a combined $41.8M — up 36% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BGLD positions and 7 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Sequent Planning, opening a new position worth an estimated $19M. The largest seller was Innova Wealth Partners, exiting entirely with an estimated $2.32M sold.
- 28 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q4 2024, up from 25 in Q3 2024.
- Funds reported $41.8M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q4 2024, up 36% quarter-over-quarter.
- 10 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q4 2024 and 7 closed out, a net change of +3 holders.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q4 2024 was Sequent Planning, an estimated $19M added.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q4 2024 was Innova Wealth Partners, an estimated $2.32M sold.
Based on aggregated 13F filings for Q4 2024.