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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
SWP
176
Sagespring Wealth Partners
Tennessee
$690K +$730K +13,738 New
NAS
177
NWF Advisory Services
California
$668K -$646K -12,152 -48%
1W
178
1776 Wealth
Georgia
$663K
SAG
179
SageView Advisory Group
California
$645K -$18.6K -349 -3%
CL
180
Choreo LLC
Illinois
$631K -$4.57K -86 -0.7%
GS
181
GTS Securities
New York
$629K -$85K -1,599 -11%
JWCA
182
J.W. Cole Advisors
Florida
$629K +$154K +2,890 +30%
IPAM
183
Investment Partners Asset Management
New Jersey
$621K
TCWM
184
Total Clarity Wealth Management
Illinois
$618K -$62.7K -1,180 -9%
CA
185
Clearstead Advisors
Ohio
$613K +$574K +10,801 +772%
MSFS
186
Main Street Financial Solutions
Pennsylvania
$613K +$229K +4,305 +55%
CF
187
Centaurus Financial
California
$601K +$318K +5,975 +100%
CA
188
CoreCap Advisors
Michigan
$588K -$401K -7,547 -39%
BCI
189
Brinker Capital Investments
Pennsylvania
$582K -$14.1K -266 -2%
OPS
190
Orion Portfolio Solutions
Nebraska
$582K -$14.1K -266 -2%
CPP
191
Capasso Planning Partners
South Carolina
$575K -$1.75K -33 -0.3%
CFCI
192
Comprehensive Financial Consultants Institutional
Indiana
$568K +$6.64K +125 +1%
SFS
193
Sowell Financial Services
Arkansas
$552K -$219K -4,126 -27%
MIM
194
MTM Investment Management
South Carolina
$552K +$115K +2,170 +25%
EFS
195
Essex Financial Services
Connecticut
$548K +$27.3K +513 +5%
SFC
196
Strategic Financial Concepts
Texas
$541K +$573K +10,778 New
FPWM
197
FSB Premier Wealth Management
Iowa
$539K -$1.97K -37 -0.3%
SS
198
Sunbelt Securities
Texas
$537K +$94.1K +1,771 +20%
CWP
199
Cyndeo Wealth Partners
Florida
$531K -$217K -4,087 -28%
CAM
200
Cresset Asset Management
Illinois
$523K +$22.6K +426 +4%

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.