We are live on ! Find out more
KNG icon

FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG

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: 259 → 271 (+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: 10 → 9 (-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
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$39.9M
2
LPL Financial
LPL Financial
California
+$36.9M
3
Morgan Stanley
Morgan Stanley
New York
+$24.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.6M
5
Wells Fargo
Wells Fargo
California
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
FPGK
Financial Partners Group (Kansas)
Kansas
-$8.11M
2
GAA
Global Assets Advisory
Florida
-$7.53M
3
M1FG
Mach-1 Financial Group
Arkansas
-$5.89M
4
Stifel Financial
Stifel Financial
Missouri
-$3.95M
5
BIM
Bullseye Investment Management
Ohio
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
26
Ergawealth Advisors
Illinois
$11.6M -$1.03M -19,857 -8%
PFS
27
Prospera Financial Services
Texas
$11.4M +$4.6M +88,909 +65%
SPIA
28
Steward Partners Investment Advisory
New York
$11M +$1.19M +22,991 +12%
PVI
29
Pine Valley Investments
New Jersey
$10.3M +$651K +12,583 +7%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$10.2M -$96.9K -1,873 -0.9%
PA
31
PSI Advisors
Florida
$9.58M +$3.29M +63,513 +50%
SW
32
SlateStone Wealth
Florida
$8.55M +$246K +4,763 +3%
AAS
33
Avantax Advisory Services
Texas
$8.38M -$801K -15,492 -9%
AWS
34
Atria Wealth Solutions
New York
$8.2M +$1.14M +21,989 +16%
AOG
35
Alpha Omega Group
Virginia
$8.19M -$245K -4,732 -3%
PAG
36
Private Advisor Group
New Jersey
$7.49M +$296K +5,725 +4%
NA
37
NewEdge Advisors
Louisiana
$7.09M +$2.18M +42,065 +43%
SPC
38
Sigma Planning Corp
Michigan
$7.06M +$1.38M +26,733 +24%
HighTower Advisors
39
HighTower Advisors
Illinois
$6.96M +$109K +2,114 +2%
AWM
40
AE Wealth Management
Kansas
$6.78M +$121K +2,341 +2%
BAWC
41
Boyce & Associates Wealth Consulting
Texas
$6.71M -$1.14M -22,094 -14%
BIM
42
Bullseye Investment Management
Ohio
$6.41M -$3.7M -71,468 -37%
PAG
43
Private Advisory Group
Washington
$5.68M +$392K +7,571 +7%
SCA
44
Snowden Capital Advisors
New York
$5.25M +$1.14M +21,998 +27%
GLA
45
Good Life Advisors
Pennsylvania
$5.2M -$2.51M -48,505 -32%
KWM
46
Kingsview Wealth Management
Oregon
$5.15M +$173K +3,352 +3%
AA
47
Argent Advisors
Louisiana
$4.67M +$204K +3,944 +4%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$4.56M +$183K +3,535 +4%
PP
49
PFS Partners
New Jersey
$4.55M +$115K +2,221 +3%
Mariner
50
Mariner
Kansas
$4.52M -$1.29M -24,980 -22%
1
2
3 4 5

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.