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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

287 hedge funds and large institutions have $2.14B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 76

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

19% more capital invested

Capital invested by funds: $1.79B → $2.14B (+$348M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 271287 (+16)

2.06% less ownership

Funds ownership: 65.02%62.96% (-2.1%)

Holders
287
Holders Change
+16
Holders Change %
+5.9%
% of All Funds
4.12%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
42
Increased
142
Reduced
76
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
O3W
126
Omni 360 Wealth
New Jersey
$1.21M +$158K +3,000 +16%
EFS
127
Econ Financial Services
Pennsylvania
$1.19M +$140K +2,668 +14%
IWM
128
IHT Wealth Management
Illinois
$1.19M +$259K +4,930 +29%
SWM
129
SeaCrest Wealth Management
New York
$1.17M +$40.8K +777 +4%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$76.7K +1,461 +8%
BC
131
Barrett & Company
Rhode Island
$1.14M -$18.1K -345 -2%
TWM
132
TCFG Wealth Management
California
$1.1M +$1.06M +20,202 New
PFG
133
Prosperity Financial Group
California
$1.08M -$757K -14,409 -42%
CA
134
CoreCap Advisors
Michigan
$1.05M +$511K +9,738 +102%
DC
135
Davenport & Co
Virginia
$1.04M +$2.15K +41 +0.2%
PTC
136
Private Trust Company
Ohio
$1.02M -$227K -4,330 -19%
MI
137
Motiv8 Investments
Florida
$1.02M +$86.3K +1,644 +10%
JIP
138
Jaffetilchin Investment Partners
Florida
$982K -$252K -4,799 -21%
APW
139
Aurora Private Wealth
New Jersey
$978K +$229K +4,356 +32%
PWP
140
Precedent Wealth Partners
Texas
$952K +$222K +4,224 +32%
DWP
141
Daymark Wealth Partners
Ohio
$935K +$194K +3,685 +27%
HA
142
Herold Advisors
New York
$932K +$29.6K +564 +3%
YIH
143
Y-Intercept (HK)
Hong Kong
$931K +$897K +17,088 New
GVAG
144
Great Valley Advisor Group
Delaware
$925K -$89.7K -1,708 -9%
MW
145
Maia Wealth
Colorado
$897K +$275K +5,244 +45%
CAL
146
Capital Analysts LLC
Pennsylvania
$883K +$66.8K +1,272 +9%
RFG
147
REAP Financial Group
Texas
$868K -$127K -2,424 -13%
SFS
148
Sowell Financial Services
Arkansas
$824K -$107K -2,030 -12%
AWE
149
Avidian Wealth Enterprises
Texas
$818K -$1.52K -29 -0.2%
Cerity Partners
150
Cerity Partners
New York
$803K -$105K -2,007 -12%

KNG Hedge Fund Activity: Q3 2024 in Review

287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q3 2024, worth a combined $2.14B — up 19% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KNG positions and 23 closed out — a net gain of 19 holders — while 142 added to existing stakes and 76 trimmed.

The largest buyer was LPL Financial, adding an estimated $32M. The largest seller was AE Wealth Management, cutting an estimated $5.4M.

  • 287 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q3 2024, up from 271 in Q2 2024.
  • Funds reported $2.14B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 42 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q3 2024 and 23 closed out, a net change of +19 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q3 2024 was LPL Financial, an estimated $32M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q3 2024.