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FT Vest Gold Strategy Quarterly Buffer ETF

18 hedge funds and large institutions have $19.2M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $14.6M → $19.2M (+$4.59M)

7.98% more ownership

Funds ownership: 56.93%64.9% (+8%)

14% less funds holding

Funds holding: 2118 (-3)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SMART Wealth
Nebraska
$7M +$6.73M +332,907 +3,120%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.69M +$54.5K +2,693 +2%
LJAC
3
L.J. Altfest & Co
New York
$2.64M -$241K -11,933 -8%
ACM
4
Arlington Capital Management
Illinois
$1.84M +$210K +10,374 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$922K -$157K -7,738 -15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$835K -$546K -27,010 -40%
SRA
7
Secured Retirement Advisors
Minnesota
$576K +$89.1K +4,407 +18%
CIAS
8
Capital Investment Advisory Services
North Carolina
$545K -$3.54K -175 -0.7%
ASN
9
Advisory Services Network
Georgia
$510K -$4.83K -239 -0.9%
CAG
10
Csenge Advisory Group
Florida
$252K -$438K -21,639 -64%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$217K -$62.2K -3,073 -22%
HI
12
Harbour Investments
Wisconsin
$65.7K +$3.9K +193 +6%
AA
13
AlphaMark Advisors
Kentucky
$52K +$52.1K +2,575 New
FNWA
14
Financial Network Wealth Advisors
Utah
$20.4K +$20.2K +1,000 New
CAL
15
Capital Analysts LLC
Pennsylvania
$10K
SPIA
16
Steward Partners Investment Advisory
New York
$2.24K
PA
17
PSI Advisors
Florida
$2.06K +$2.04K +101 New
Morgan Stanley
18
Morgan Stanley
New York
$31
Jane Street
19
Jane Street
New York
-$224K -11,341 Closed
Truist Financial
20
Truist Financial
North Carolina
-$198K -10,046 Closed
UBS Group
21
UBS Group
Switzerland
-$125K -6,339 Closed
JP Morgan Chase
22
JP Morgan Chase
New York
-$80.4K -4,077 Closed

BGLD Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q2 2024, worth a combined $19.2M — up 31% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BGLD and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.

The largest buyer was SMART Wealth, adding an estimated $6.73M. The largest seller was Cetera Investment Advisers, cutting an estimated $546K.

  • 18 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q2 2024, down from 21 in Q1 2024.
  • Funds reported $19.2M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q2 2024, up 31% quarter-over-quarter.
  • 3 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q2 2024 was SMART Wealth, an estimated $6.73M added.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q2 2024 was Cetera Investment Advisers, an estimated $546K sold.

Based on aggregated 13F filings for Q2 2024.