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FT Vest Gold Strategy Target Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2328 (+5)

66% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $7.55M

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
6
Closed
2
Calls
$2.6M
Puts
$7.55M
Net Calls
-$4.95M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
HFG Wealth Management
Texas
$9.24M +$9.06M +467,484 New
IA
2
Insight Advisors
Pennsylvania
$3.41M +$422K +21,764 +14%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.16M +$257K +13,249 +9%
SPC
4
Sigma Planning Corp
Michigan
$3.11M +$3.05M +157,420 New
XF
5
XML Financial
Maryland
$2.42M +$245K +12,660 +12%
CA
6
Corrado Advisors
New Jersey
$2.41M +$20.9K +1,081 +0.9%
BAM
7
BOS Asset Management
Illinois
$1.67M
MIM
8
MTM Investment Management
South Carolina
$1.31M -$55.1K -2,845 -4%
MA
9
Mutual Advisors
Nebraska
$1.26M -$12.6K -650 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.23M +$14.2K +732 +1%
3AM
11
3EDGE Asset Management
Florida
$1.2M +$46.1K +2,377 +4%
KAS
12
Kestra Advisory Services
Texas
$1.2M +$1.18M +60,773 New
KWM
13
Kingsview Wealth Management
Oregon
$720K -$2.52M -130,003 -78%
CCIA
14
Cherry Creek Investment Advisors
Colorado
$647K +$42.1K +2,174 +7%
LMKC
15
L.M. Kohn & Company
Ohio
$435K +$426K +22,006 New
DADC
16
D.A. Davidson & Co
Montana
$392K +$47.7K +2,461 +14%
SDH
17
Sloy Dahl & Holst
Washington
$290K +$9.69K +500 +4%
HW
18
Hamilton Wealth
California
$255K +$1.22K +63 +0.5%
LPL Financial
19
LPL Financial
California
$222K +$218K +11,249 New
OIA
20
OneDigital Investment Advisors
Kansas
$198K
IA
21
IFP Advisors
Florida
$160K -$2.91K -150 -2%
AIC
22
Archer Investment Corporation
Indiana
$116K
ASN
23
Advisory Services Network
Georgia
$49.6K +$48.7K +2,511 New
JP Morgan Chase
24
JP Morgan Chase
New York
$45K +$44.1K +2,276 New
GWM
25
Geneos Wealth Management
Colorado
$15.8K

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.