FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
23 hedge funds and large institutions have $28.7M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
139% more capital invested
Capital invested by funds: $12M → $28.7M (+$16.7M)
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
53% more funds holding
Funds holding: 15 → 23 (+8)
19.96% more ownership
Funds ownership: 79.03% → 98.99% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.55M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$6.1M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$1.64M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$884K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$196K |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$22.1K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$7.28K |
BGLD Hedge Fund Activity: Q4 2023 in Review
23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q4 2023, worth a combined $28.7M — up 139% from $12M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BGLD positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.55M. The largest seller was World Equity Group, exiting entirely with an estimated $884K sold.
- 23 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q4 2023, up from 15 in Q3 2023.
- Funds reported $28.7M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q4 2023, up 139% quarter-over-quarter.
- 9 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q4 2023 and 1 closed out, a net change of +8 holders.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q4 2023 was AE Wealth Management, an estimated $6.55M added.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q4 2023 was World Equity Group, an estimated $884K sold.
Based on aggregated 13F filings for Q4 2023.