FT Vest S&P 500 Dividend Aristocrats Target Income ETF
8 hedge funds and large institutions have $19M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, reducing their positions, and 3 closing their positions.
29% more capital invested
Capital invested by funds: $14.7M → $19M (+$4.27M)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.4M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$1.24M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$940K |
| 4 |
SG Americas Securities
New York
|
+$497K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.12M |
| 2 |
DWM
Doyle Wealth Management
St. Petersburg,
Florida
|
-$102K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6.57M | +$1.4M | +34,099 | +28% |
|
|
VWM
2
Venturi Wealth Management
Austin,
Texas
| $5.84M | +$940K | +22,964 | +20% |
|
|
PFGIA
3
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4.13M | +$1.24M | +30,267 | +45% |
|
|
BJ
4
Brouwer & Janachowski
Mill Valley,
California
| $1.27M | +$145K | +3,549 | +13% |
|
|
5
SG Americas Securities
New York
| $517K | +$497K | +12,155 | New |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $342K | +$330K | +8,054 | New |
|
7
LPL Financial
San Diego,
California
| $268K | +$258K | +6,312 | New |
|
|
PGAM
8
Princeton Global Asset Management
Princeton,
New Jersey
| $33K | +$10.4K | +254 | +47% |
|
|
9
Jane Street
New York
| – | -$2.12M | -55,608 | Closed |
|
|
DWM
10
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$102K | -2,675 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$41K | -1,079 | Closed |
|
KNG Hedge Fund Activity: Q1 2019 in Review
8 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q1 2019, worth a combined $19M — up 29% from $14.7M a quarter earlier.
Fund positioning in KNG was balanced in Q1 2019: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.4M. The largest seller was Jane Street, exiting entirely with an estimated $2.12M sold.
- 8 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $19M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q1 2019, up 29% quarter-over-quarter.
- 3 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q1 2019 and 3 closed out, a net change of 0 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $1.4M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q1 2019 was Jane Street, an estimated $2.12M sold.
Based on aggregated 13F filings for Q1 2019.