FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
8 hedge funds and large institutions have $3.9M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
1,386% more capital invested
Capital invested by funds: $263K → $3.9M (+$3.64M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
53.03% more ownership
Funds ownership: 4.62% → 57.65% (+53%)
33% more funds holding
Funds holding: 6 → 8 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$2.53M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$783K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$291K |
| 4 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
+$96.3K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
1
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2.49M | +$2.53M | +128,598 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $771K | +$783K | +39,870 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $324K | +$291K | +14,812 | +767% |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $105K | +$4.91K | +250 | +5% |
|
|
AIC
5
Archer Investment Corporation
Carmel,
Indiana
| $102K | – | – | – |
|
|
MIM
6
Macroview Investment Management
Bethesda,
Maryland
| $95K | +$96.3K | +4,900 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $15K | – | – | – |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | – | – | – |
|
|
SFS
9
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$10K | -524 | Closed |
|
BGLD Hedge Fund Activity: Q2 2021 in Review
8 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q2 2021, worth a combined $3.9M — up 1,386% from $263K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BGLD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Patriot Financial Group Insurance Agency, opening a new position worth an estimated $2.53M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $10K sold.
- 8 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q2 2021, up from 6 in Q1 2021.
- Funds reported $3.9M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q2 2021, up 1,386% quarter-over-quarter.
- 3 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q2 2021 was Patriot Financial Group Insurance Agency, an estimated $2.53M added.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q2 2021 was Sowell Financial Services, an estimated $10K sold.
Based on aggregated 13F filings for Q2 2021.