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

323 hedge funds and large institutions have $2.97B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

103% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 78

39% more capital invested

Capital invested by funds: $2.14B → $2.97B (+$831M)

13% more funds holding

Funds holding: 287 → 323 (+36)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

0.77% more ownership

Funds ownership: 62.96% → 63.73% (+0.77%)

Holders
323
Holders Change
+36
Holders Change %
+12.54%
% of All Funds
4.25%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
63
Increased
158
Reduced
78
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.6M
2
LPL Financial
LPL Financial
California
+$19.9M
3
Wells Fargo
Wells Fargo
California
+$10.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M
5
CIA
Capital Investment Advisors
Georgia
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$5.98M
2
BAWC
Boyce & Associates Wealth Consulting
Texas
-$4.36M
3
HGERS
Householder Group Estate & Retirement Specialist
Arizona
-$4.2M
4
SI
Stephens Inc
Arkansas
-$2.04M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$3.17M +$3.36M +63,132 New
NW
77
NewEdge Wealth
Pennsylvania
$3.14M – – –
SG
78
StoneX Group
New York
$3.09M +$3.27M +61,541 New
BRWA
79
B. Riley Wealth Advisors
Florida
$3.08M +$291K +5,475 +10%
GSC
80
G&S Capital
Colorado
$3.08M +$252K +4,739 +8%
FIA
81
Foundations Investment Advisors
Arizona
$3.08M +$52.2K +982 +2%
HF
82
Holcombe Financial
Georgia
$2.75M +$2.91M +54,732 New
ECA
83
Elevated Capital Advisors
Utah
$2.72M -$17.8K -335 -0.6%
BAWC
84
Boyce & Associates Wealth Consulting
Texas
$2.65M -$4.36M -82,012 -61%
CIAS
85
Capital Investment Advisory Services
North Carolina
$2.65M -$1.7M -32,027 -38%
SAW
86
Signal Advisors Wealth
Michigan
$2.63M +$728K +13,703 +36%
FWM
87
Foguth Wealth Management
Michigan
$2.62M +$603K +11,342 +28%
RWA
88
Redhawk Wealth Advisors
Minnesota
$2.58M -$296K -5,564 -10%
KPWS
89
Kestra Private Wealth Services
Texas
$2.47M +$272K +5,109 +12%
I
90
INVST
Indiana
$2.44M +$1.03M +19,396 +66%
RMAM
91
Raab & Moskowitz Asset Management
New Jersey
$2.37M +$58.4K +1,099 +2%
TA
92
TrueWealth Advisors
Alabama
$2.36M +$142K +2,663 +6%
CWA
93
Crux Wealth Advisors
California
$2.3M +$2.44M +45,838 New
CIA
94
Concurrent Investment Advisors
Florida
$2.3M +$35.8K +674 +1%
SWMG
95
Stillwater Wealth Management Group
Florida
$2.29M +$2.42M +45,594 New
SFPG
96
Stonebridge Financial Planning Group
Florida
$2.29M +$310K +5,832 +15%
BWA
97
BlueChip Wealth Advisors
Georgia
$2.27M -$368K -6,927 -13%
CW
98
CreativeOne Wealth
Kansas
$2.25M +$2.04M +38,423 +610%
OMC
99
Old Mission Capital
Illinois
$2.23M +$2.36M +44,318 New
EFS
100
Econ Financial Services
Pennsylvania
$2.15M +$1.12M +21,040 +96%
2 3
4
5 6

KNG Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q4 2024, worth a combined $2.97B — up 39% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new KNG positions and 20 closed out — a net gain of 43 holders — while 158 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was Stifel Financial, cutting an estimated $5.98M.

  • 323 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q4 2024, up from 287 in Q3 2024.
  • Funds reported $2.97B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q4 2024, up 39% quarter-over-quarter.
  • 63 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q4 2024 and 20 closed out, a net change of +43 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $32.6M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q4 2024 was Stifel Financial, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2024.