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FT Vest Gold Strategy Target Income ETF

36 hedge funds and large institutions have $48.8M invested in FT Vest Gold Strategy Target Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less capital invested

Capital invested by funds: $49.5M → $48.8M (-$767K)

23.38% less ownership

Funds ownership: 89.07%65.69% (-23%)

26% less call options, than puts

Call options by funds: $2M | Put options by funds: $2.7M

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
5
Calls
$2M
Puts
$2.7M
Net Calls
-$704K
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$12.5M +$1.35M +71,404 +12%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.9M +$1.02M +54,088 +12%
XF
3
XML Financial
Maryland
$3.52M +$1.25M +65,912 +51%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.48M +$344K +18,219 +10%
IA
5
Insight Advisors
Pennsylvania
$2.91M -$420K -22,226 -12%
CA
6
Corrado Advisors
New Jersey
$2.18M -$12K -636 -0.5%
3AM
7
3EDGE Asset Management
Florida
$1.43M +$97.3K +5,148 +7%
MIM
8
MTM Investment Management
South Carolina
$1.26M +$67.1K +3,550 +5%
BAM
9
BOS Asset Management
Illinois
$1.21M -$334K -17,697 -21%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.12M +$15.2K +804 +1%
PG
11
Prostatis Group
Maryland
$1.1M -$15.7M -828,191 -93%
KWM
12
Kingsview Wealth Management
Oregon
$835K +$517K +27,354 +146%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$819K -$27K -1,431 -3%
NWM
14
Northcape Wealth Management
New York
$812K +$378K +20,000 +81%
CA
15
Cetera Advisors
Colorado
$754K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$711K +$257K +13,612 +53%
LMKC
17
L.M. Kohn & Company
Ohio
$673K -$2.83K -150 -0.4%
CCIA
18
Cherry Creek Investment Advisors
Colorado
$580K -$1.19K -63 -0.2%
FIA
19
Foundations Investment Advisors
Arizona
$467K +$488K +25,810 New
HW
20
Hamilton Wealth
California
$464K +$5.18K +274 +1%
SDH
21
Sloy Dahl & Holst
Washington
$410K +$92.1K +4,875 +27%
AAS
22
Avantax Advisory Services
Texas
$372K +$122K +6,464 +46%
DADC
23
D.A. Davidson & Co
Montana
$365K
MA
24
Mutual Advisors
Nebraska
$301K -$883K -46,715 -74%
QWM
25
QP Wealth Management
New Jersey
$282K -$19.3K -1,020 -6%

IGLD Hedge Fund Activity: Q3 2023 in Review

36 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Target Income ETF (IGLD) for Q3 2023, worth a combined $48.8M — down 1.5% from $49.5M a quarter earlier.

Fund positioning in IGLD was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 11 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $1.35M. The largest seller was Prostatis Group, cutting an estimated $15.7M.

  • 36 institutional investors held FT Vest Gold Strategy Target Income ETF (IGLD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $48.8M of FT Vest Gold Strategy Target Income ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
  • 5 funds opened new FT Vest Gold Strategy Target Income ETF positions in Q3 2023 and 5 closed out, a net change of 0 holders.
  • The largest FT Vest Gold Strategy Target Income ETF buyer in Q3 2023 was Kestra Advisory Services, an estimated $1.35M added.
  • The largest FT Vest Gold Strategy Target Income ETF seller in Q3 2023 was Prostatis Group, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2023.