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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

271 hedge funds and large institutions have $1.79B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 60

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

5% more funds holding

Funds holding: 259271 (+12)

1% more capital invested

Capital invested by funds: $1.78B → $1.79B (+$10.9M)

4.38% less ownership

Funds ownership: 69.4%65.02% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
36
Increased
152
Reduced
60
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
226
Avantax Planning Partners
Iowa
$217K -$15.1K -291 -6%
MWS
227
Maxwell Wealth Strategies
California
$216K -$8.22K -159 -4%
GRP
228
Global Retirement Partners
California
$210K +$70.6K +1,364 +49%
IAS
229
Insigneo Advisory Services
Florida
$208K +$210K +4,054 New
PCIA
230
Prime Capital Investment Advisors
Kansas
$205K
FHA
231
Flagship Harbor Advisors
Massachusetts
$204K -$45.7K -883 -18%
PIA
232
Perennial Investment Advisors
California
$202K -$103 -2 -0%
CAM
233
Covenant Asset Management
New Jersey
$202K +$207K +4,000 New
RIA
234
Realta Investment Advisors
Delaware
$197K -$63.8K -1,234 -24%
US Bancorp
235
US Bancorp
Minnesota
$149K +$101K +1,949 +194%
ACA
236
Aptus Capital Advisors
Alabama
$147K +$15.5K +300 +12%
DFA
237
DHJJ Financial Advisors
Illinois
$131K +$126K +2,438 +1,604%
GWSG
238
GPS Wealth Strategies Group
Colorado
$124K +$362 +7 +0.3%
GI
239
Gradient Investments
Minnesota
$115K +$116K +2,239 +6,051%
FNWA
240
Financial Network Wealth Advisors
Utah
$95.4K +$97.7K +1,889 New
IGWM
241
ICA Group Wealth Management
Colorado
$78.8K -$118K -2,289 -59%
MA
242
Montag & Associates
Georgia
$75.8K
BI
243
Bramshill Investments
Florida
$74.1K +$75.8K +1,466 New
CA
244
Clearstead Advisors
Ohio
$70.7K
TSMHT
245
Thurston Springer Miller Herd & Titak
Indiana
$63.8K +$65.3K +1,263 New
BEI
246
Benjamin Edwards Inc
Missouri
$61K -$252K -4,871 -80%
TWP
247
Triad Wealth Partners
Kansas
$55.7K +$57.1K +1,103 New
RFA
248
Register Financial Advisors
Georgia
$52.8K +$1.14K +22 +2%
HIA
249
Harbor Investment Advisory
Maryland
$46.8K +$15.4K +298 +47%
SIS
250
Sound Income Strategies
Florida
$42.8K +$43.2K +835 +6,958%

KNG Hedge Fund Activity: Q2 2024 in Review

271 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2024, worth a combined $1.79B — up 0.61% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KNG positions and 20 closed out — a net gain of 16 holders — while 152 added to existing stakes and 60 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $39.9M. The largest seller was Financial Partners Group (Kansas), cutting an estimated $8.11M.

  • 271 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2024, up from 259 in Q1 2024.
  • Funds reported $1.79B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2024, up 0.61% quarter-over-quarter.
  • 36 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2024 and 20 closed out, a net change of +16 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $39.9M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2024 was Financial Partners Group (Kansas), an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2024.