FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
29 hedge funds and large institutions have $56.9M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
36% more capital invested
Capital invested by funds: $41.8M → $56.9M (+$15M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0.48% less ownership
Funds ownership: 81.35% → 80.87% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.26M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$2.71M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$1.55M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.52M |
| 5 |
SP
Sequent Planning
Omaha,
Nebraska
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$4.06M |
| 2 |
MW
Maia Wealth
Denver,
Colorado
|
-$328K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$322K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$49.4K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$44.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSFG
26
Park Square Financial Group
Roswell,
Georgia
| $51.6K | -$11.7K | -590 | -19% |
|
|
CAL
27
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $11K | – | – | – |
|
|
CWM
28
Centricity Wealth Management
Westerville,
Ohio
| $5.25K | – | – | – |
|
29
Morgan Stanley
New York
| $1.83K | – | – | – |
|
|
SW
30
SMART Wealth
Omaha,
Nebraska
| – | -$4.06M | -221,264 | Closed |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$322K | -17,565 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$26.1K | -1,420 | Closed |
|
|
AIP
33
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$1.83K | -100 | Closed |
|
|
PA
34
PSI Advisors
Tampa,
Florida
| – | -$1.42K | -77 | Closed |
|
BGLD Hedge Fund Activity: Q1 2025 in Review
29 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q1 2025, worth a combined $56.9M — up 36% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BGLD positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.26M. The largest seller was SMART Wealth, exiting entirely with an estimated $4.06M sold.
- 29 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $56.9M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q1 2025, up 36% quarter-over-quarter.
- 7 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q1 2025 was Osaic Holdings, an estimated $3.26M added.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q1 2025 was SMART Wealth, an estimated $4.06M sold.
Based on aggregated 13F filings for Q1 2025.