FT Vest S&P 500 Dividend Aristocrats Target Income ETF
84 hedge funds and large institutions have $233M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 3 closing their positions.
700% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 16
49% more capital invested
Capital invested by funds: $156M → $233M (+$76.8M)
29% more funds holding
Funds holding: 65 → 84 (+19)
3.05% more ownership
Funds ownership: 59.43% → 62.48% (+3.1%)
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
|
+$8.64M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$8.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.07M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.66M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.02M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$964K |
| 3 |
PFA
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
-$177K |
| 4 |
SFS
Solitude Financial Services
Charlottesville,
Virginia
|
-$128K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$77.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGAM
76
Princeton Global Asset Management
Princeton,
New Jersey
| $42K | -$2.87K | -52 | -7% |
|
|
LAS
77
Lloyd Advisory Services
Suwanee,
Georgia
| $39K | +$3.53K | +64 | +10% |
|
|
HI
78
Hudock Inc
Williamsport,
Pennsylvania
| $37K | +$331 | +6 | +0.9% |
|
|
TCWM
79
Total Clarity Wealth Management
St. Charles,
Illinois
| $33K | – | – | – |
|
|
PA
80
PSI Advisors
Tampa,
Florida
| $28K | +$27K | +489 | New |
|
81
Koshinski Asset Management
Decatur,
Illinois
| $22.9K | – | – | – |
|
|
GWSG
82
GPS Wealth Strategies Group
Centennial,
Colorado
| $16K | +$110 | +2 | +0.7% |
|
|
FAG
83
Fortitude Advisory Group
Gig Harbor,
Washington
| $13K | +$12.1K | +219 | New |
|
|
TAM
84
Tucker Asset Management
Littleton,
Colorado
| $8.03K | -$331 | -6 | -4% |
|
|
PWS
85
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$1.02M | -19,702 | Closed |
|
|
APWA
86
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$24K | -466 | Closed |
|
KNG Hedge Fund Activity: Q4 2021 in Review
84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q4 2021, worth a combined $233M — up 49% from $156M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new KNG positions and 3 closed out — a net gain of 21 holders — while 40 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.64M. The largest seller was Precision Wealth Strategies, exiting entirely with an estimated $1.02M sold.
- 84 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q4 2021, up from 65 in Q3 2021.
- Funds reported $233M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q4 2021, up 49% quarter-over-quarter.
- 24 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q4 2021 and 3 closed out, a net change of +21 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q4 2021 was LPL Financial, an estimated $8.64M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q4 2021 was Precision Wealth Strategies, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2021.