FT Vest S&P 500 Dividend Aristocrats Target Income ETF
17 hedge funds and large institutions have $23.8M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
21% more capital invested
Capital invested by funds: $19.7M → $23.8M (+$4.07M)
2.08% more ownership
Funds ownership: 53.61% → 55.69% (+2.1%)
6% less funds holding
Funds holding: 18 → 17 (-1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.78M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.18M |
| 3 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$506K |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$109K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$91.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$1.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$437K |
| 3 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$390K |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$253K |
| 5 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$253K |
KNG Hedge Fund Activity: Q2 2020 in Review
17 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2020, worth a combined $23.8M — up 21% from $19.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of KNG and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $1.78M. The largest seller was SG Americas Securities, cutting an estimated $1.08M.
- 17 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2020, down from 18 in Q1 2020.
- Funds reported $23.8M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2020, up 21% quarter-over-quarter.
- 3 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2020 and 4 closed out, a net change of -1 holder.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2020 was LPL Financial, an estimated $1.78M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2020 was SG Americas Securities, an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2020.