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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
IP
201
Ignite Planners
California
$513K +$151K +2,836 +38%
M1FG
202
Mach-1 Financial Group
Arkansas
$512K +$24.3K +457 +5%
FA
203
Faithward Advisors
Pennsylvania
$511K +$541K +10,181 New
OFG
204
Opulen Financial Group
Virginia
$508K +$538K +10,115 New
SWP
205
Semus Wealth Partners
Florida
$500K +$10.1K +190 +2%
AI
206
Atria Investments
North Carolina
$497K -$58.3K -1,096 -10%
CAM
207
Creekmur Asset Management
Illinois
$493K -$51.6K -971 -9%
SMC
208
Smith, Moore & Co
Missouri
$480K +$45.2K +851 +10%
LBC
209
Leigh Baldwin & Co
New York
$468K +$496K +9,324 New
RWS
210
Resolute Wealth Strategies
Mississippi
$467K +$194K +3,646 +64%
JCM
211
Jacobi Capital Management
Pennsylvania
$466K -$20K -377 -4%
AWM
212
Apollon Wealth Management
South Carolina
$465K -$61.3K -1,154 -11%
WAG
213
Wiser Advisor Group
Arizona
$462K +$22.8K +429 +5%
WAM
214
WealthTrust Asset Management
Florida
$461K +$19.1K +359 +4%
PPP
215
Private Portfolio Partners
New Jersey
$454K +$144K +2,707 +43%
MWA
216
Medallion Wealth Advisors
Connecticut
$452K +$478K +8,993 New
MWM
217
Marion Wealth Management
Pennsylvania
$434K +$12.2K +229 +3%
BAM
218
BOS Asset Management
Illinois
$432K -$106K -2,000 -19%
WFA
219
WMG Financial Advisors
Tennessee
$427K -$18.1K -341 -4%
PWM
220
Prosperity Wealth Management
California
$422K +$83.1K +1,564 +23%
NCM
221
NCM Capital Management
New Jersey
$413K +$66.4K +1,250 +18%
RPGK
222
Retirement Planning Group (Kansas)
Kansas
$410K -$2.23K -42 -0.5%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$409K +$32.6K +614 +8%
MA
224
Mutual Advisors
Nebraska
$392K +$797 +15 +0.2%
GWM
225
Geneos Wealth Management
Colorado
$384K +$407K +7,654 New

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.