FT Vest S&P 500 Dividend Aristocrats Target Income ETF
32 hedge funds and large institutions have $67.8M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
39% more funds holding
Funds holding: 23 → 32 (+9)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
25% more capital invested
Capital invested by funds: $54.4M → $67.8M (+$13.4M)
7.1% more ownership
Funds ownership: 62.77% → 69.87% (+7.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.29M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.85M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.74M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.67M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$1.99M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$799K |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$757K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$622K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$577K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Hudock Inc
Williamsport,
Pennsylvania
| $32K | +$392 | +8 | +1% |
|
|
CIAS
27
Capital Investment Advisory Services
Raleigh,
North Carolina
| $20K | +$19.6K | +400 | New |
|
28
US Bancorp
Minneapolis,
Minnesota
| $13K | – | – | – |
|
|
APWA
29
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $10K | +$9.8K | +200 | New |
|
|
BFEC
30
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $10K | +$9.8K | +200 | New |
|
31
UBS Group
Zurich,
Switzerland
| $2K | -$13.1K | -267 | -89% |
|
|
IAN
32
Integrated Advisors Network
Dallas,
Texas
| – | -$1.99M | -41,764 | Closed |
|
|
FWM
33
Frontier Wealth Management
Kansas City,
Missouri
| – | -$757K | -15,908 | Closed |
|
34
SG Americas Securities
New York
| – | -$412K | -8,653 | Closed |
|
|
BMCM
35
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| – | -$294K | -6,185 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$49 | -1 | -50% |
|
KNG Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q1 2021, worth a combined $67.8M — up 25% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KNG positions and 4 closed out — a net gain of 9 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.29M. The largest seller was Integrated Advisors Network, exiting entirely with an estimated $1.99M sold.
- 32 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q1 2021, up from 23 in Q4 2020.
- Funds reported $67.8M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q1 2021, up 25% quarter-over-quarter.
- 13 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q1 2021 was LPL Financial, an estimated $3.29M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q1 2021 was Integrated Advisors Network, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2021.