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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

98 hedge funds and large institutions have $303M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 11

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $233M → $303M (+$70.9M)

17% more funds holding

Funds holding: 8498 (+14)

2.38% more ownership

Funds ownership: 62.48%64.85% (+2.4%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
59
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$3.33M -$60.5K -1,108 -2%
JIP
27
Jaffetilchin Investment Partners
Florida
$2.95M +$1.95M +35,796 +170%
BAWC
28
Boyce & Associates Wealth Consulting
Texas
$2.89M +$2.87M +52,680 New
CWM
29
Cornerstone Wealth Management
Missouri
$2.82M +$18.4K +338 +0.7%
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$2.43M +$892K +16,340 +58%
PAG
31
Private Advisor Group
New Jersey
$1.85M +$1.52M +27,918 +473%
SWA
32
Stratos Wealth Advisors
Ohio
$1.74M +$394K +7,225 +29%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$1.72M +$13.6K +250 +0.8%
VBFP
34
Valtinson Bruner Financial Planning
Minnesota
$1.7M -$18.8K -344 -1%
AAS
35
Ameritas Advisory Services
Nebraska
$1.7M +$352K +6,442 +26%
Cerity Partners
36
Cerity Partners
New York
$1.65M +$55.9K +1,024 +4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.47M +$742K +13,589 +103%
CCFM
38
Clear Creek Financial Management
Washington
$1.16M +$738K +13,531 +177%
AWS
39
Atria Wealth Solutions
New York
$1.1M +$1.09M +20,003 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.04M -$600 -11 -0.1%
MA
41
Mutual Advisors
Nebraska
$1.03M +$445K +8,164 +77%
IWC
42
Integrated Wealth Concepts
Massachusetts
$965K +$92.1K +1,688 +11%
TI
43
Tidal Investments
Wisconsin
$939K +$935K +17,131 New
SWM
44
SeaCrest Wealth Management
New York
$815K +$2.73K +50 +0.3%
MML Investors Services
45
MML Investors Services
Massachusetts
$814K +$201K +3,675 +33%
SWP
46
Summit Wealth Partners
Florida
$777K +$97.6K +1,788 +14%
JCM
47
Jacobi Capital Management
Pennsylvania
$771K +$118K +2,167 +18%
RMAM
48
Raab & Moskowitz Asset Management
New Jersey
$721K +$172K +3,150 +31%
CAN
49
Cetera Advisor Networks
California
$717K +$119K +2,175 +20%
1W
50
1776 Wealth
Georgia
$694K -$88.7K -1,625 -11%

KNG Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q1 2022, worth a combined $303M — up 30% from $233M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KNG positions and 5 closed out — a net gain of 17 holders — while 59 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.1M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $794K sold.

  • 98 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q1 2022, up from 84 in Q4 2021.
  • Funds reported $303M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 22 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q1 2022 and 5 closed out, a net change of +17 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q1 2022 was Wells Fargo, an estimated $13.1M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q1 2022 was Venturi Wealth Management, an estimated $794K sold.

Based on aggregated 13F filings for Q1 2022.