FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
21 hedge funds and large institutions have $14.6M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.
9% less funds holding
Funds holding: 23 → 21 (-2)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
42.07% less ownership
Funds ownership: 98.99% → 56.93% (-42%)
49% less capital invested
Capital invested by funds: $28.7M → $14.6M (-$14.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$895K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$475K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$119K |
| 4 |
JP Morgan Chase
New York
|
+$76.7K |
| 5 |
SRA
Secured Retirement Advisors
St Louis Park,
Minnesota
|
+$76.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.57M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$5.71M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$1.59M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.01M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$670K |
BGLD Hedge Fund Activity: Q1 2024 in Review
21 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q1 2024, worth a combined $14.6M — down 49% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BGLD and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $895K. The largest seller was AE Wealth Management, exiting entirely with an estimated $6.57M sold.
- 21 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q1 2024, down from 23 in Q4 2023.
- Funds reported $14.6M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q1 2024, down 49% quarter-over-quarter.
- 4 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q1 2024 and 6 closed out, a net change of -2 holders.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $895K added.
- The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q1 2024 was AE Wealth Management, an estimated $6.57M sold.
Based on aggregated 13F filings for Q1 2024.