FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
10 hedge funds and large institutions have $2.23M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
33.82% less ownership
Funds ownership: 57.65% → 23.82% (-34%)
43% less capital invested
Capital invested by funds: $3.9M → $2.23M (-$1.67M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$731K |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$659K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$2.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$771K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$38.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
1
Capital Investment Advisory Services
Raleigh,
North Carolina
| $714K | +$731K | +38,128 | New |
|
|
CAG
2
Csenge Advisory Group
Clearwater,
Florida
| $644K | +$659K | +34,374 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $276K | -$38.6K | -2,013 | -12% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $231K | +$237K | +12,332 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $102K | – | – | – |
|
|
AIC
6
Archer Investment Corporation
Carmel,
Indiana
| $98.3K | – | – | – |
|
|
MIM
7
Macroview Investment Management
Bethesda,
Maryland
| $92K | – | – | – |
|
|
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $56K | -$2.41M | -125,593 | -98% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $14K | – | – | – |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | – | – | – |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$771K | -39,870 | Closed |
|
BGLD Hedge Fund Activity: Q3 2021 in Review
10 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q3 2021, worth a combined $2.23M — down 43% from $3.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BGLD positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Capital Investment Advisory Services, opening a new position worth an estimated $731K. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $2.41M.
- 10 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q3 2021, up from 8 in Q2 2021.
- Funds reported $2.23M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q3 2021, down 43% quarter-over-quarter.
- 3 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q3 2021 was Capital Investment Advisory Services, an estimated $731K added.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q3 2021 was Patriot Financial Group Insurance Agency, an estimated $2.41M sold.
Based on aggregated 13F filings for Q3 2021.