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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
ECA
76
Elevated Capital Advisors
Utah
$2.79M -$2.1M -40,676 -42%
BWA
77
BlueChip Wealth Advisors
Georgia
$2.4M +$310K +5,992 +14%
SFC
78
Strategic Financial Concepts
Texas
$2.39M +$39.9M +770,468 +1,097%
RMAM
79
Raab & Moskowitz Asset Management
New Jersey
$2.38M -$15.2K -293 -0.6%
SI
80
Stephens Inc
Arkansas
$2.26M -$448K -8,663 -16%
CWM
81
Cornerstone Wealth Management
Missouri
$2.23M +$17.6K +340 +0.8%
HPC
82
Hobart Private Capital
North Carolina
$2.19M +$681K +13,175 +44%
TA
83
TrueWealth Advisors
Alabama
$2.14M +$449K +8,679 +26%
Renaissance Technologies
84
Renaissance Technologies
New York
$2.04M -$2.53M -49,000 -55%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$2.04M +$1.83M +35,319 +699%
IWM
86
Iams Wealth Management
Nebraska
$1.99M +$1.83M +35,430 +877%
FPGK
87
Financial Partners Group (Kansas)
Kansas
$1.86M -$8.11M -156,818 -81%
SOS
88
Silver Oak Securities
Tennessee
$1.83M +$130K +2,521 +7%
SFPG
89
Stonebridge Financial Planning Group
Florida
$1.81M +$456K +8,819 +33%
CCFM
90
Clear Creek Financial Management
Washington
$1.76M +$881K +17,026 +95%
PFG
91
Prosperity Financial Group
California
$1.73M -$373K -7,220 -17%
DIM
92
Delta Investment Management
California
$1.67M +$711K +13,750 +71%
HSA
93
HBK Sorce Advisory
Pennsylvania
$1.65M +$293K +5,662 +21%
TSWM
94
Tyler-Stone Wealth Management
Ohio
$1.64M -$62.6K -1,210 -4%
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$1.63M +$641K +12,394 +63%
SC
96
Schubert & Co
Texas
$1.47M – – –
CWM
97
Collaborative Wealth Management
Florida
$1.46M +$169K +3,261 +13%
Comerica Bank
98
Comerica Bank
Texas
$1.45M +$86.5K +1,673 +6%
CIA
99
Concurrent Investment Advisors
Florida
$1.4M +$67.7K +1,308 +5%
RJT
100
Raymond James Trust
Florida
$1.38M +$241K +4,654 +20%
2 3
4
5 6

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.