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FT Vest Gold Strategy Quarterly Buffer ETF

25 hedge funds and large institutions have $30.8M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

60% more capital invested

Capital invested by funds: $19.2M → $30.8M (+$11.6M)

39% more funds holding

Funds holding: 1825 (+7)

13.16% more ownership

Funds ownership: 64.9%78.06% (+13%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
9
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SMART Wealth
Nebraska
$5.7M -$1.96M -91,034 -26%
MW
2
Maia Wealth
Colorado
$5.53M +$5.27M +244,945 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.9M +$777K +36,109 +20%
ACM
4
Arlington Capital Management
Illinois
$2.32M +$274K +12,742 +14%
IWP
5
Innova Wealth Partners
Pennsylvania
$2.32M +$2.22M +103,042 New
LJAC
6
L.J. Altfest & Co
New York
$1.95M -$923K -42,880 -33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.35M +$311K +14,460 +32%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$982K +$54.3K +2,524 +6%
Jane Street
9
Jane Street
New York
$907K +$865K +40,199 New
SRA
10
Secured Retirement Advisors
Minnesota
$671K +$31.2K +1,448 +5%
CIAS
11
Capital Investment Advisory Services
North Carolina
$602K -$1.23K -57 -0.2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$554K +$525K +24,400 New
ASN
13
Advisory Services Network
Georgia
$510K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$492K +$469K +21,815 New
SPC
15
Sigma Planning Corp
Michigan
$461K +$440K +20,447 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$444K +$194K +9,011 +85%
IWC
17
Integrated Wealth Concepts
Massachusetts
$323K +$308K +14,325 New
CAG
18
Csenge Advisory Group
Florida
$267K -$15.2K -707 -6%
JIP
19
Jaffetilchin Investment Partners
Florida
$248K +$237K +10,999 New
HI
20
Harbour Investments
Wisconsin
$120K +$45.4K +2,109 +65%
AA
21
AlphaMark Advisors
Kentucky
$78K +$19.4K +900 +35%
FNWA
22
Financial Network Wealth Advisors
Utah
$22.6K
CAL
23
Capital Analysts LLC
Pennsylvania
$11K
Morgan Stanley
24
Morgan Stanley
New York
$7.05K +$6.69K +311 +31,100%
PA
25
PSI Advisors
Florida
$2.28K

BGLD Hedge Fund Activity: Q3 2024 in Review

25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q3 2024, worth a combined $30.8M — up 60% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BGLD positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Maia Wealth, opening a new position worth an estimated $5.27M. The largest seller was SMART Wealth, cutting an estimated $1.96M.

  • 25 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q3 2024, up from 18 in Q2 2024.
  • Funds reported $30.8M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q3 2024, up 60% quarter-over-quarter.
  • 8 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q3 2024 and 1 closed out, a net change of +7 holders.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q3 2024 was Maia Wealth, an estimated $5.27M added.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q3 2024 was SMART Wealth, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2024.