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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

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: 287323 (+36)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OFP
126
OFC Financial Planning
New Jersey
$1.43M +$1.52M +28,529 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$121K +2,284 +9%
MW
128
Maia Wealth
Colorado
$1.4M +$546K +10,272 +61%
SP
129
Sequent Planning
Nebraska
$1.32M -$10.3K -193 -0.7%
IWM
130
IHT Wealth Management
Illinois
$1.31M +$225K +4,227 +19%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1.3M +$22.3K +420 +2%
VBFP
132
Valtinson Bruner Financial Planning
Minnesota
$1.28M -$30.9K -581 -2%
BC
133
Barrett & Company
Rhode Island
$1.27M +$237K +4,450 +21%
LI
134
LRI Investments
Florida
$1.26M +$1.33M +25,000 New
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$208K +3,911 +19%
CWM
136
Chronos Wealth Management
Florida
$1.22M -$41.5K -780 -3%
SW
137
Schulz Wealth
Texas
$1.22M
TCM
138
Triumph Capital Management
Colorado
$1.2M +$41.8K +787 +3%
SWM
139
SeaCrest Wealth Management
New York
$1.2M +$121K +2,273 +11%
CAL
140
Capital Analysts LLC
Pennsylvania
$1.15M +$353K +6,646 +41%
FFA
141
Farther Finance Advisors
California
$1.14M +$1.2M +22,580 +40,321%
SWP
142
Summit Wealth Partners
Florida
$1.13M -$6.54K -123 -0.5%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$1.11M +$1.17M +22,045 New
APW
144
Aurora Private Wealth
New Jersey
$1.09M +$203K +3,813 +21%
HGERS
145
Householder Group Estate & Retirement Specialist
Arizona
$1.09M -$4.2M -78,969 -78%
O3W
146
Omni 360 Wealth
New Jersey
$1.07M -$42.5K -800 -4%
SWTS
147
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.07M +$1.13M +21,266 New
NWMG
148
National Wealth Management Group
Ohio
$1.04M +$324K +6,098 +41%
TWM
149
TCFG Wealth Management
California
$1.03M +$13.6K +256 +1%
PFG
150
Prosperity Financial Group
California
$992K -$6.59K -124 -0.6%

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.