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FT Vest Gold Strategy Quarterly Buffer ETF

31 hedge funds and large institutions have $58.2M invested in FT Vest Gold Strategy Quarterly Buffer ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

7% more funds holding

Funds holding: 2931 (+2)

2% more capital invested

Capital invested by funds: $56.9M → $58.2M (+$1.37M)

2.25% less ownership

Funds ownership: 80.87%78.62% (-2.2%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
Sequent Planning
Nebraska
$19.5M -$260K -12,202 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.01M +$1.15M +53,743 +15%
MW
3
Maia Wealth
Colorado
$7.63M -$599K -28,063 -7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.65M +$2.82M +132,331 +101%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.24M +$251K +11,764 +8%
ACM
6
Arlington Capital Management
Illinois
$3.13M -$709K -33,207 -19%
ASN
7
Advisory Services Network
Georgia
$1.59M +$164K +7,679 +12%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.13M -$59.5K -2,787 -5%
SPC
9
Sigma Planning Corp
Michigan
$1.07M -$57.3K -2,687 -5%
SRA
10
Secured Retirement Advisors
Minnesota
$762K +$8.43K +395 +1%
CIAS
11
Capital Investment Advisory Services
North Carolina
$694K +$142K +6,650 +26%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$658K +$654K +30,642 New
MML Investors Services
13
MML Investors Services
Massachusetts
$607K +$179K +8,408 +42%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$547K +$54K +2,530 +11%
FTUS
15
Flow Traders U.S.
New York
$472K +$470K +22,004 New
SB
16
Strategic Blueprint
Georgia
$432K +$132K +6,203 +45%
Jane Street
17
Jane Street
New York
$397K -$312K -14,634 -44%
IWC
18
Integrated Wealth Concepts
Massachusetts
$364K +$24.3K +1,141 +7%
HI
19
Harbour Investments
Wisconsin
$317K -$6.02K -282 -2%
CAAS
20
Capital Asset Advisory Services
Michigan
$289K
AWM
21
Axxcess Wealth Management
California
$286K
CAG
22
Csenge Advisory Group
Florida
$215K -$6.76K -317 -3%
AAS
23
Ameritas Advisory Services
Nebraska
$78K +$77.6K +3,634 New
PSFG
24
Park Square Financial Group
Georgia
$51.5K -$1.2K -56 -2%
FNWA
25
Financial Network Wealth Advisors
Utah
$21.5K +$21.3K +1,000 New

BGLD Hedge Fund Activity: Q2 2025 in Review

31 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) for Q2 2025, worth a combined $58.2M — up 2.4% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BGLD positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.82M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $2.88M sold.

  • 31 institutional investors held FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $58.2M of FT Vest Gold Strategy Quarterly Buffer ETF stock for Q2 2025, up 2.4% quarter-over-quarter.
  • 7 funds opened new FT Vest Gold Strategy Quarterly Buffer ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $2.82M added.
  • The largest FT Vest Gold Strategy Quarterly Buffer ETF seller in Q2 2025 was L.J. Altfest & Co, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2025.