FT Vest Gold Strategy Target Income ETF
IGLD
28 hedge funds and large institutions have $35.2M invested in FT Vest Gold Strategy Target Income ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
47% more capital invested
Capital invested by funds: $23.9M → $35.2M (+$11.3M)
23.05% more ownership
Funds ownership: 58.3% → 81.35% (+23%)
22% more funds holding
Funds holding: 23 → 28 (+5)
66% less call options, than puts
Call options by funds: $2.6M | Put options by funds: $7.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$3.05M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.18M |
| 3 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
+$426K |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$422K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.52M |
| 2 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$1.52M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$580K |
| 4 |
MIM
MTM Investment Management
Spartanburg,
South Carolina
|
-$55.1K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$12.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $1.98K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $593 | -$4.82K | -249 | -89% |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $204 | -$6.7K | -346 | -3% |
|
|
SWP
29
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| – | -$1.52M | -79,743 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$580K | -30,469 | Closed |
|
IGLD Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Target Income ETF (IGLD) for Q1 2023, worth a combined $35.2M — up 47% from $23.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IGLD positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $3.05M. The largest seller was Kingsview Wealth Management, cutting an estimated $2.52M.
- 28 institutional investors held FT Vest Gold Strategy Target Income ETF (IGLD) as of Q1 2023, up from 23 in Q4 2022.
- Funds reported $35.2M of FT Vest Gold Strategy Target Income ETF stock for Q1 2023, up 47% quarter-over-quarter.
- 7 funds opened new FT Vest Gold Strategy Target Income ETF positions in Q1 2023 and 2 closed out, a net change of +5 holders.
- The largest FT Vest Gold Strategy Target Income ETF buyer in Q1 2023 was Sigma Planning Corp, an estimated $3.05M added.
- The largest FT Vest Gold Strategy Target Income ETF seller in Q1 2023 was Kingsview Wealth Management, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2023.