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FT Vest Gold Strategy Target Income ETF

51 hedge funds and large institutions have $80.4M invested in FT Vest Gold Strategy Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

19% more funds holding

Funds holding: 4351 (+8)

14% more capital invested

Capital invested by funds: $70.6M → $80.4M (+$9.77M)

3.95% more ownership

Funds ownership: 77.95%81.9% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $2.05M

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
21
Reduced
10
Closed
1
Calls
$1.77M
Puts
$2.05M
Net Calls
-$283K
Net Calls Change
-$872K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$15.5M -$1.22M -60,750 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.9M +$6.58K +328 +0.1%
HWM
3
HFG Wealth Management
Texas
$10.9M +$427K +21,296 +4%
XF
4
XML Financial
Maryland
$4.32M +$622K +31,006 +17%
3AM
5
3EDGE Asset Management
Florida
$3.19M +$12.5K +625 +0.4%
IA
6
Insight Advisors
Pennsylvania
$2.72M +$10.4K +520 +0.4%
PG
7
Prostatis Group
Maryland
$2.2M +$251K +12,506 +13%
CA
8
Corrado Advisors
New Jersey
$2.2M -$28.5K -1,419 -1%
SA
9
Sanctuary Advisors
Indiana
$2.11M +$2.1M +104,437 New
TCMP
10
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.03M +$2.03M +101,144 New
AAS
11
Avantax Advisory Services
Texas
$1.94M +$1.13M +56,513 +139%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.74M +$250K +12,439 +17%
FIA
13
Foundations Investment Advisors
Arizona
$1.6M +$430K +21,404 +36%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.43M +$216K +10,750 +18%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.4M +$171K +8,533 +14%
LPL Financial
16
LPL Financial
California
$1.33M +$1.33M +66,352 New
MIM
17
MTM Investment Management
South Carolina
$1.32M -$20.1K -1,000 -1%
MWM
18
Marion Wealth Management
Pennsylvania
$1.25M +$29.9K +1,491 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.04M -$550K -27,395 -34%
KWM
20
Kingsview Wealth Management
Oregon
$1,000K +$9.84K +490 +1%
SCA
21
Snowden Capital Advisors
New York
$990K +$993K +49,465 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$958K +$118K +5,887 +14%
BAM
23
BOS Asset Management
Illinois
$937K -$52.2K -2,601 -5%
NWM
24
Northcape Wealth Management
New York
$912K -$153K -7,600 -14%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$630K -$103K -5,133 -14%

IGLD Hedge Fund Activity: Q2 2024 in Review

51 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FT Vest Gold Strategy Target Income ETF (IGLD) for Q2 2024, worth a combined $80.4M — up 14% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IGLD positions and 1 closed out — a net gain of 9 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Thrive Capital Management (Pennsylvania), opening a new position worth an estimated $2.03M. The largest seller was Kestra Advisory Services, cutting an estimated $1.22M.

  • 51 institutional investors held FT Vest Gold Strategy Target Income ETF (IGLD) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $80.4M of FT Vest Gold Strategy Target Income ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 10 funds opened new FT Vest Gold Strategy Target Income ETF positions in Q2 2024 and 1 closed out, a net change of +9 holders.
  • The largest FT Vest Gold Strategy Target Income ETF buyer in Q2 2024 was Thrive Capital Management (Pennsylvania), an estimated $2.03M added.
  • The largest FT Vest Gold Strategy Target Income ETF seller in Q2 2024 was Kestra Advisory Services, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2024.