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FT Vest Gold Strategy Target Income ETF

36 hedge funds and large institutions have $49.5M invested in FT Vest Gold Strategy Target Income ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

41% more capital invested

Capital invested by funds: $35.2M → $49.5M (+$14.4M)

29% more funds holding

Funds holding: 2836 (+8)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

7.72% more ownership

Funds ownership: 81.35%89.07% (+7.7%)

2% less call options, than puts

Call options by funds: $4.66M | Put options by funds: $4.77M

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
9
Closed
3
Calls
$4.66M
Puts
$4.77M
Net Calls
-$105K
Net Calls Change
+$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$11.8M +$11M +558,480 +919%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.37M +$8.4M +427,161 +4,119%
IA
3
Insight Advisors
Pennsylvania
$3.5M +$210K +10,660 +6%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.33M +$279K +14,217 +9%
SPC
5
Sigma Planning Corp
Michigan
$2.89M -$122K -6,193 -4%
XF
6
XML Financial
Maryland
$2.46M +$118K +6,016 +5%
CA
7
Corrado Advisors
New Jersey
$2.31M -$17.4K -886 -0.7%
BAM
8
BOS Asset Management
Illinois
$1.62M
3AM
9
3EDGE Asset Management
Florida
$1.43M +$278K +14,130 +23%
MIM
10
MTM Investment Management
South Carolina
$1.26M -$6.88K -350 -0.5%
MA
11
Mutual Advisors
Nebraska
$1.21M -$9.63K -490 -0.8%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.16M -$31.5K -1,600 -3%
PG
13
Prostatis Group
Maryland
$929K +$17.4M +887,228 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$892K +$917K +46,637 New
CA
15
Cetera Advisors
Colorado
$797K +$819K +41,642 New
LMKC
16
L.M. Kohn & Company
Ohio
$714K +$301K +15,300 +70%
CCIA
17
Cherry Creek Investment Advisors
Colorado
$614K -$12.6K -642 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$490K +$504K +25,629 New
HW
19
Hamilton Wealth
California
$485K +$244K +12,416 +96%
NWM
20
Northcape Wealth Management
New York
$475K +$488K +24,837 New
DADC
21
D.A. Davidson & Co
Montana
$385K +$6.35K +323 +2%
KWM
22
Kingsview Wealth Management
Oregon
$359K -$347K -17,638 -48%
SDH
23
Sloy Dahl & Holst
Washington
$340K +$60.4K +3,075 +21%
QWM
24
QP Wealth Management
New Jersey
$317K +$326K +16,585 New
LNC
25
Lincoln National Corp
Pennsylvania
$294K +$302K +15,356 New

IGLD Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Target Income ETF (IGLD) for Q2 2023, worth a combined $49.5M — up 41% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IGLD positions and 3 closed out — a net gain of 9 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Prostatis Group, opening a new position worth an estimated $17.4M. The largest seller was Kingsview Wealth Management, cutting an estimated $347K.

  • 36 institutional investors held FT Vest Gold Strategy Target Income ETF (IGLD) as of Q2 2023, up from 28 in Q1 2023.
  • Funds reported $49.5M of FT Vest Gold Strategy Target Income ETF stock for Q2 2023, up 41% quarter-over-quarter.
  • 12 funds opened new FT Vest Gold Strategy Target Income ETF positions in Q2 2023 and 3 closed out, a net change of +9 holders.
  • The largest FT Vest Gold Strategy Target Income ETF buyer in Q2 2023 was Prostatis Group, an estimated $17.4M added.
  • The largest FT Vest Gold Strategy Target Income ETF seller in Q2 2023 was Kingsview Wealth Management, an estimated $347K sold.

Based on aggregated 13F filings for Q2 2023.