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FT Vest Gold Strategy Quarterly Buffer ETF
BGLD

29 hedge funds and large institutions have $56.9M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

36% more capital invested

Capital invested by funds: $41.8M → $56.9M (+$15M)

4% more funds holding

Funds holding: 28 → 29 (+1)

0.48% less ownership

Funds ownership: 81.35% → 80.87% (-0.48%)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
7
Increased
12
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.26M
2
LJAC
L.J. Altfest & Co
New York
+$2.71M
3
ACM
Arlington Capital Management
Illinois
+$1.55M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M
5
SP
Sequent Planning
Nebraska
+$732K

Top Sellers

Rank Fund Capital Flow
1
SW
SMART Wealth
Nebraska
-$4.06M
2
MW
Maia Wealth
Colorado
-$328K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$322K
4
AWM
AE Wealth Management
Kansas
-$49.4K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$44.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1
Sequent Planning
Nebraska
$19.4M +$732K +37,022 +4%
MW
2
Maia Wealth
Colorado
$8.1M -$328K -16,581 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.69M +$3.26M +164,876 +82%
ACM
4
Arlington Capital Management
Illinois
$3.76M +$1.55M +78,469 +78%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.93M +$1.52M +76,957 +123%
LJAC
6
L.J. Altfest & Co
New York
$2.88M +$2.71M +137,158 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.75M -$44.1K -2,229 -2%
ASN
8
Advisory Services Network
Georgia
$1.4M +$566K +28,635 +75%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.17M +$143K +7,218 +15%
SPC
10
Sigma Planning Corp
Michigan
$1.11M +$471K +23,819 +82%
SRA
11
Secured Retirement Advisors
Minnesota
$737K +$56.4K +2,850 +9%
Jane Street
12
Jane Street
New York
$696K +$655K +33,107 New
CIAS
13
Capital Investment Advisory Services
North Carolina
$539K – – –
MFG
14
Mission Financial Group
Nevada
$490K +$566K +28,615 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$482K +$454K +22,941 New
MML Investors Services
16
MML Investors Services
Massachusetts
$418K +$393K +19,873 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$332K +$9.71K +491 +3%
HI
18
Harbour Investments
Wisconsin
$316K +$90.7K +4,585 +44%
SB
19
Strategic Blueprint
Georgia
$293K +$63.2K +3,195 +30%
CAAS
20
Capital Asset Advisory Services
Michigan
$280K – – –
AWM
21
Axxcess Wealth Management
California
$280K – – –
CAG
22
Csenge Advisory Group
Florida
$221K +$206K +10,398 New
BCA
23
Bay Colony Advisors
Massachusetts
$220K +$207K +10,490 New
SAM
24
Synergy Asset Management
Washington
$214K +$125K +6,302 +163%
AWM
25
AE Wealth Management
Kansas
$108K -$49.4K -2,500 -33%
1
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BGLD Hedge Fund Activity: Q1 2025 in Review

29 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q1 2025, worth a combined $56.9M — up 36% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BGLD positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.26M. The largest seller was SMART Wealth, exiting entirely with an estimated $4.06M sold.

  • 29 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q1 2025, up from 28 in Q4 2024.
  • Funds reported $56.9M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 7 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q1 2025 was Osaic Holdings, an estimated $3.26M added.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q1 2025 was SMART Wealth, an estimated $4.06M sold.

Based on aggregated 13F filings for Q1 2025.