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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
CB
251
Chris Bulman
California
$35.5K +$36.3K +702 New
HBW
252
Hazlett, Burt & Watson
West Virginia
$32K +$32.9K +637 New
VF
253
VitalStone Financial
Texas
$31.9K -$38K -734 -54%
FGAM
254
Financial Gravity Asset Management
Texas
$30.3K -$186K -3,600 -86%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$25.9K
GWANC
256
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.3K
TCG
257
Transcendent Capital Group
Oklahoma
$25.3K
ATPW
258
Ashton Thomas Private Wealth
Arizona
$23.3K +$23.9K +462 New
RCM
259
Raleigh Capital Management
North Carolina
$17.3K +$517 +10 +3%
ATC
260
Adirondack Trust Company
New York
$16.2K
CP
261
Castleview Partners
Texas
$9.35K +$9.57K +185 New
TFGT
262
TS Financial Group (TSFG)
Illinois
$9K +$9.62K +186 New
Fidelity Investments
263
Fidelity Investments
Massachusetts
$8.84K -$155 -3 -2%
AAG
264
Accordant Advisory Group
Maryland
$8.34K -$1.03K -20 -11%
DCM
265
Davis Capital Management
Florida
$6.6K +$6.83K +132 New
MG
266
Mather Group
Illinois
$6.28K +$6.05K +117 New
VWM
267
Venturi Wealth Management
Texas
$6.11K
FFA
268
Farther Finance Advisors
California
$2.8K -$1.45K -28 -33%
PGAM
269
Princeton Global Asset Management
New Jersey
$2.27K
Bank of America
270
Bank of America
North Carolina
$1.01K
FHC
271
First Heartland Consultants
Missouri
$500 +$85.5K +1,653 +20%
DIP
272
DT Investment Partners
Pennsylvania
$405 +$414 +8 New
GAA
273
Global Assets Advisory
Florida
-$7.53M -402,709 Closed
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
-$2.41M -44,789 Closed
LNC
275
Lincoln National Corp
Pennsylvania
-$2.13M -39,569 Closed

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.