FT Vest S&P 500 Dividend Aristocrats Target Income ETF
123 hedge funds and large institutions have $351M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
21% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 38
20% more capital invested
Capital invested by funds: $292M → $351M (+$58.6M)
8% more funds holding
Funds holding: 114 → 123 (+9)
2.66% more ownership
Funds ownership: 61.51% → 64.17% (+2.7%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$17.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.04M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.69M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.48M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.12M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.06M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.5M |
| 5 |
WEPOG
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
126
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$1.06M | -23,235 | Closed |
|
|
ARC
127
Advisor Resource Council
Dallas,
Texas
| – | -$745K | -16,333 | Closed |
|
128
Goldman Sachs
New York
| – | -$614K | -13,469 | Closed |
|
|
OFS
129
OneAscent Financial Services
Birmingham,
Alabama
| – | -$541K | -11,859 | Closed |
|
|
SOS
130
Silver Oak Securities
Jackson,
Tennessee
| – | -$584K | -11,825 | Closed |
|
131
Northern Trust
Chicago,
Illinois
| – | -$392K | -8,595 | Closed |
|
|
CFG
132
Cooper Financial Group
Irvine,
California
| – | -$256K | -5,620 | Closed |
|
133
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$207K | -4,540 | Closed |
|
134
Bank of America
Charlotte,
North Carolina
| – | -$33K | -736 | Closed |
|
|
HI
135
Hudock Inc
Williamsport,
Pennsylvania
| – | -$30K | -676 | Closed |
|
|
GWSG
136
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$13K | -286 | Closed |
|
137
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$12K | -253 | Closed |
|
KNG Hedge Fund Activity: Q4 2022 in Review
123 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q4 2022, worth a combined $351M — up 20% from $292M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new KNG positions and 14 closed out — a net gain of 11 holders — while 46 added to existing stakes and 38 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $17.4M. The largest seller was Envestnet Asset Management, cutting an estimated $4.48M.
- 123 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q4 2022, up from 114 in Q3 2022.
- Funds reported $351M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 25 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q4 2022 and 14 closed out, a net change of +11 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q4 2022 was Brookstone Capital Management, an estimated $17.4M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $4.48M sold.
Based on aggregated 13F filings for Q4 2022.