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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
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$983K -$315K -6,096 -24%
O3W
127
Omni 360 Wealth
New Jersey
$970K
EFS
128
Econ Financial Services
Pennsylvania
$969K +$78.6K +1,519 +9%
DC
129
Davenport & Co
Virginia
$967K +$5.07K +98 +0.5%
GFG
130
Goldstone Financial Group
Illinois
$966K +$268K +5,179 +37%
GVAG
131
Great Valley Advisor Group
Delaware
$944K +$740K +14,298 +326%
FAIM
132
Financial Advocates Investment Management
Washington
$944K +$49.9K +965 +5%
C
133
CEDRUS
Colorado
$933K +$192K +3,716 +25%
RFG
134
REAP Financial Group
Texas
$928K -$16.4K -317 -2%
KPWS
135
Kestra Private Wealth Services
Texas
$898K +$330K +6,376 +56%
SFS
136
Sowell Financial Services
Arkansas
$866K -$53K -1,024 -6%
MI
137
Motiv8 Investments
Florida
$860K -$19.6K -378 -2%
IWM
138
IHT Wealth Management
Illinois
$851K +$63.1K +1,220 +8%
Cerity Partners
139
Cerity Partners
New York
$846K -$13.5K -261 -2%
FCA
140
FinTrust Capital Advisors
South Carolina
$838K +$223K +4,318 +35%
HA
141
Herold Advisors
New York
$835K +$46.3K +895 +6%
Citadel Advisors
142
Citadel Advisors
Florida
$774K -$33.9K -655 -4%
RWA
143
Redhawk Wealth Advisors
Minnesota
$769K +$402K +7,764 +104%
WWM
144
Western Wealth Management
Colorado
$764K +$322K +6,234 +70%
AWE
145
Avidian Wealth Enterprises
Texas
$760K -$48.8K -944 -6%
CAL
146
Capital Analysts LLC
Pennsylvania
$754K +$772K +14,927 New
TCWM
147
Total Clarity Wealth Management
Illinois
$732K +$77K +1,488 +11%
SWP
148
Stratos Wealth Partners
Ohio
$712K +$55.1K +1,066 +8%
SAG
149
SageView Advisory Group
California
$691K +$708K +13,686 New
CA
150
Corrado Advisors
New Jersey
$688K +$22.9K +442 +3%

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.