FT Vest S&P 500 Dividend Aristocrats Target Income ETF
14 hedge funds and large institutions have $19.2M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
17% more funds holding
Funds holding: 12 → 14 (+2)
5% less capital invested
Capital invested by funds: $20.3M → $19.2M (-$1.03M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$403K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$326K |
| 3 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$308K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$290K |
| 5 |
SG Americas Securities
New York
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$2.35M |
| 2 |
Jane Street
New York
|
-$660K |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$142K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$123K |
| 5 |
DWM
Doyle Wealth Management
St. Petersburg,
Florida
|
-$77K |
KNG Hedge Fund Activity: Q3 2019 in Review
14 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q3 2019, worth a combined $19.2M — down 5.1% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new KNG positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Frontier Wealth Management, opening a new position worth an estimated $403K. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $2.35M.
- 14 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q3 2019, up from 12 in Q2 2019.
- Funds reported $19.2M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q3 2019, down 5.1% quarter-over-quarter.
- 5 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q3 2019 and 3 closed out, a net change of +2 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q3 2019 was Frontier Wealth Management, an estimated $403K added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q3 2019 was Patriot Financial Group Insurance Agency, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2019.