FT Vest S&P 500 Dividend Aristocrats Target Income ETF
23 hedge funds and large institutions have $54.4M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
58% more capital invested
Capital invested by funds: $34.4M → $54.4M (+$20M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9.05% more ownership
Funds ownership: 53.72% → 62.77% (+9.1%)
5% more funds holding
Funds holding: 22 → 23 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Altman Advisors
Chicago,
Illinois
|
+$7.85M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.24M |
| 3 |
LPL Financial
San Diego,
California
|
+$454K |
| 4 |
SG Americas Securities
New York
|
+$399K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$477K |
| 2 |
HF
HRT Financial
New York
|
-$338K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$162K |
| 4 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$120K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$113K |
KNG Hedge Fund Activity: Q4 2020 in Review
23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q4 2020, worth a combined $54.4M — up 58% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new KNG positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Altman Advisors, adding an estimated $7.85M. The largest seller was Royal Bank of Canada, cutting an estimated $477K.
- 23 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q4 2020, up from 22 in Q3 2020.
- Funds reported $54.4M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q4 2020, up 58% quarter-over-quarter.
- 4 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q4 2020 and 3 closed out, a net change of +1 holder.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q4 2020 was Altman Advisors, an estimated $7.85M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $477K sold.
Based on aggregated 13F filings for Q4 2020.