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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

287 hedge funds and large institutions have $2.14B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 76

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $1.79B → $2.14B (+$348M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 271287 (+16)

2.06% less ownership

Funds ownership: 65.02%62.96% (-2.1%)

Holders
287
Holders Change
+16
Holders Change %
+5.9%
% of All Funds
4.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
42
Increased
142
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Bleakley Financial Group
New Jersey
$201K +$194K +3,696 New
TAM
252
Tucker Asset Management
Colorado
$184K -$50.5K -961 -22%
ACA
253
Aptus Capital Advisors
Alabama
$160K +$2.31K +44 +2%
DFA
254
DHJJ Financial Advisors
Illinois
$141K
GWSG
255
GPS Wealth Strategies Group
Colorado
$134K +$368 +7 +0.3%
MA
256
Montag & Associates
Georgia
$81.7K
CCM
257
Chilton Capital Management
Texas
$80.1K +$77.3K +1,471 New
CA
258
Clearstead Advisors
Ohio
$76.3K
TSMHT
259
Thurston Springer Miller Herd & Titak
Indiana
$69K +$158 +3 +0.2%
Fidelity Investments
260
Fidelity Investments
Massachusetts
$66.4K +$54.8K +1,043 +596%
TC
261
Truvestments Capital
Florida
$61.7K +$59.5K +1,133 New
DWM
262
Darwin Wealth Management
Florida
$54.2K +$52.3K +995 New
HIA
263
Harbor Investment Advisory
Maryland
$52.8K +$2.26K +43 +5%
WSFS
264
Wilmington Savings Fund Society
Delaware
$51.8K +$49.9K +950 New
VF
265
VitalStone Financial
Texas
$39.6K +$4.94K +94 +15%
HBW
266
Hazlett, Burt & Watson
West Virginia
$36K +$788 +15 +2%
FGC
267
Financial Gravity Companies
Texas
$32.7K +$31.5K +600 New
GWANC
268
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.2K
TCG
269
Transcendent Capital Group
Oklahoma
$27.2K
APW
270
Atlantic Private Wealth
North Carolina
$27.2K +$26.3K +500 New
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$27.2K
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
$25K +$24.1K +459 New
PP
273
Pacifica Partners
Canada
$19.5K +$18.9K +360 New
GM
274
GeoWealth Management
Illinois
$19K +$18.3K +349 New
ATC
275
Adirondack Trust Company
New York
$17.4K

KNG Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q3 2024, worth a combined $2.14B — up 19% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KNG positions and 23 closed out — a net gain of 19 holders — while 142 added to existing stakes and 76 trimmed.

The largest buyer was LPL Financial, adding an estimated $32M. The largest seller was AE Wealth Management, cutting an estimated $5.4M.

  • 287 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q3 2024, up from 271 in Q2 2024.
  • Funds reported $2.14B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 42 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q3 2024 and 23 closed out, a net change of +19 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q3 2024 was LPL Financial, an estimated $32M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q3 2024.