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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

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: 259271 (+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: 109 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
RFG Advisory
Alabama
$4.49M +$415K +8,025 +10%
TC
52
TownSquare Capital
Utah
$3.86M +$1.1M +21,285 +39%
CIAS
53
Capital Investment Advisory Services
North Carolina
$3.81M +$818K +15,810 +27%
IFG
54
Independent Financial Group
California
$3.72M -$1.91K -37 -0.1%
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$3.71M +$1.51M +29,098 +66%
PAS
56
Park Avenue Securities
New York
$3.67M +$1.12M +21,628 +42%
NFG
57
Nations Financial Group
Iowa
$3.62M +$1.17M +22,530 +46%
BRWA
58
B. Riley Wealth Advisors
Florida
$3.61M -$2.72M -52,511 -42%
MAM
59
Milestone Asset Management
Pennsylvania
$3.61M +$417K +8,054 +13%
UW
60
Unique Wealth
Florida
$3.58M -$164K -3,176 -4%
BPA
61
Beacon Pointe Advisors
California
$3.58M -$181K -3,499 -5%
WS
62
Wedbush Securities
California
$3.56M +$1.18M +22,806 +48%
IA
63
IFP Advisors
Florida
$3.54M +$337K +6,520 +10%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$3.53M +$287K +5,555 +9%
DADC
65
D.A. Davidson & Co
Montana
$3.36M +$2.04M +39,492 +146%
TA
66
TKG Advisors
Indiana
$3.35M +$164K +3,167 +5%
PWA
67
PCG Wealth Advisors
Kansas
$3.29M +$124K +2,403 +4%
NW
68
NewEdge Wealth
Pennsylvania
$3.16M +$51.7K +1,000 +2%
FIA
69
Foundations Investment Advisors
Arizona
$3.12M +$646K +12,490 +25%
OIA
70
OneDigital Investment Advisors
Kansas
$3.08M +$957K +18,498 +44%
HI
71
Harbour Investments
Wisconsin
$3.05M +$493K +9,537 +19%
AAS
72
Ameritas Advisory Services
Nebraska
$2.98M +$862K +16,660 +39%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$2.96M +$266K +5,146 +10%
GSC
74
G&S Capital
Colorado
$2.83M +$209K +4,046 +8%
SA
75
Sanctuary Advisors
Indiana
$2.82M +$2.84M +54,841 New

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.