FT Vest S&P 500 Dividend Aristocrats Target Income ETF
56 hedge funds and large institutions have $118M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 1 closing their positions.
2,500% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 1
360% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 5
75% more funds holding
Funds holding: 32 → 56 (+24)
75% more capital invested
Capital invested by funds: $67.8M → $118M (+$50.6M)
46.56% more ownership
Funds ownership: 69.87% → 116.43% (+47%)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AOG
Alpha Omega Group
Reston,
Virginia
|
+$9.86M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.95M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.69M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.33M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.74M |
| 2 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$495K |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$438K |
| 4 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$280K |
| 5 |
NWS
Newport Wealth Strategies
Irvine,
California
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
51
GPS Wealth Strategies Group
Centennial,
Colorado
| $15K | +$14.6K | +273 | New |
|
52
US Bancorp
Minneapolis,
Minnesota
| $14K | – | – | – |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $12.7K | +$12.7K | +238 | New |
|
|
TAM
54
Tucker Asset Management
Littleton,
Colorado
| $7.57K | +$7.6K | +142 | New |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | +$4.76K | +89 | New |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$1.74M | -34,112 | Closed |
|
KNG Hedge Fund Activity: Q2 2021 in Review
56 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2021, worth a combined $118M — up 75% from $67.8M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new KNG positions and 1 closed out — a net gain of 25 holders — while 23 added to existing stakes and 5 trimmed.
The largest buyer was Alpha Omega Group, opening a new position worth an estimated $9.86M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.74M sold.
- 56 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2021, up from 32 in Q1 2021.
- Funds reported $118M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2021, up 75% quarter-over-quarter.
- 26 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2021 and 1 closed out, a net change of +25 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2021 was Alpha Omega Group, an estimated $9.86M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2021 was Old Mission Capital, an estimated $1.74M sold.
Based on aggregated 13F filings for Q2 2021.