FT Vest S&P 500 Dividend Aristocrats Target Income ETF
12 hedge funds and large institutions have $20.3M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
7% more capital invested
Capital invested by funds: $19M → $20.3M (+$1.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$737K |
| 2 |
Jane Street
New York
|
+$651K |
| 3 |
LPL Financial
San Diego,
California
|
+$329K |
| 4 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$141K |
| 5 |
DWM
Doyle Wealth Management
St. Petersburg,
Florida
|
+$75.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$517K |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$401K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.3K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.3K |
| 5 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$425 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6.65M | -$15.3K | -359 | -0.2% |
|
|
VWM
2
Venturi Wealth Management
Austin,
Texas
| $5.47M | -$401K | -9,419 | -7% |
|
|
PFGIA
3
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4.23M | +$8.42K | +198 | +0.2% |
|
|
BJ
4
Brouwer & Janachowski
Mill Valley,
California
| $1.43M | +$141K | +3,323 | +11% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $746K | +$737K | +17,329 | New |
|
|
6
Jane Street
New York
| $660K | +$651K | +15,304 | New |
|
|
7
LPL Financial
San Diego,
California
| $606K | +$329K | +7,744 | +123% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $345K | -$2.3K | -54 | -0.7% |
|
|
DWM
9
Doyle Wealth Management
St. Petersburg,
Florida
| $77K | +$75.5K | +1,775 | New |
|
|
PGAM
10
Princeton Global Asset Management
Princeton,
New Jersey
| $34K | -$425 | -10 | -1% |
|
|
LWM
11
Liberty Wealth Management
Oakland,
California
| $2K | +$1.66K | +39 | New |
|
|
12
SG Americas Securities
New York
| – | -$517K | -12,155 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | +$43 | +1 | New |
|
KNG Hedge Fund Activity: Q2 2019 in Review
12 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2019, worth a combined $20.3M — up 6.8% from $19M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new KNG positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $737K. The largest seller was SG Americas Securities, exiting entirely with an estimated $517K sold.
- 12 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2019, up from 8 in Q1 2019.
- Funds reported $20.3M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2019, up 6.8% quarter-over-quarter.
- 5 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2019 and 1 closed out, a net change of +4 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2019 was Cetera Advisors, an estimated $737K added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2019 was SG Americas Securities, an estimated $517K sold.
Based on aggregated 13F filings for Q2 2019.