FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
15 hedge funds and large institutions have $12M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
5.06% less ownership
Funds ownership: 84.09% → 79.03% (-5.1%)
6% less funds holding
Funds holding: 16 → 15 (-1)
14% less capital invested
Capital invested by funds: $14M → $12M (-$1.98M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$2.48M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$263K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$197K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$178K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.99M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$1.8M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$710K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$245K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$225K |
BGLD Hedge Fund Activity: Q3 2023 in Review
15 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q3 2023, worth a combined $12M — down 14% from $14M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BGLD and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $2.48M. The largest seller was AE Wealth Management, cutting an estimated $1.99M.
- 15 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q3 2023, down from 16 in Q2 2023.
- Funds reported $12M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 4 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q3 2023 and 5 closed out, a net change of -1 holder.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q3 2023 was L.J. Altfest & Co, an estimated $2.48M added.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q3 2023 was AE Wealth Management, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2023.