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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

56 hedge funds and large institutions have $118M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 1

360% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 5

75% more funds holding

Funds holding: 3256 (+24)

75% more capital invested

Capital invested by funds: $67.8M → $118M (+$50.6M)

46.56% more ownership

Funds ownership: 69.87%116.43% (+47%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

Holders
56
Holders Change
+24
Holders Change %
+75%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
26
Increased
23
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.1M +$5.95M +111,184 +45%
AA
2
Altman Advisors
Illinois
$14.3M +$826K +15,434 +6%
AOG
3
Alpha Omega Group
Virginia
$9.83M +$9.86M +184,241 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.64M +$1.57M +29,237 +22%
SFS
5
Solitude Financial Services
Virginia
$7.84M +$1.03M +19,194 +15%
KAS
6
Kestra Advisory Services
Texas
$6.52M +$1.11M +20,732 +20%
RJA
7
Raymond James & Associates
Florida
$4.26M +$3.3M +61,653 +339%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.13M +$3.69M +68,989 +835%
UBS Group
9
UBS Group
Switzerland
$3.32M +$3.33M +62,249 +183,085%
PWS
10
Precision Wealth Strategies
Missouri
$3.25M -$280K -5,237 -8%
NWS
11
Newport Wealth Strategies
California
$3.04M -$21.4K -400 -0.7%
CWM
12
Cornerstone Wealth Management
Missouri
$2.65M +$2.66M +49,707 New
HighTower Advisors
13
HighTower Advisors
Illinois
$2.64M +$2.65M +49,542 New
KWM
14
Kingsview Wealth Management
Oregon
$2.32M +$294K +5,492 +15%
IA
15
IFP Advisors
Florida
$2.31M +$152K +2,835 +7%
CA
16
Cetera Advisors
Colorado
$2.15M +$333K +6,212 +18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.02M +$600K +11,206 +42%
SPIA
18
Steward Partners Investment Advisory
New York
$1.78M +$1.79M +33,399 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M +$109K +2,043 +7%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$1.69M +$1.66M +31,052 New
SG
21
StoneX Group
New York
$1.45M +$894K +16,692 +161%
SWA
22
Stratos Wealth Advisors
Ohio
$1.31M +$81.9K +1,529 +7%
BJ
23
Brouwer & Janachowski
California
$1.26M -$495K -9,255 -28%
BTWM
24
Baker Tilly Wealth Management
Wisconsin
$1.15M +$1.16M +21,626 New
SG Americas Securities
25
SG Americas Securities
New York
$1.07M +$1.07M +20,069 New

KNG Hedge Fund Activity: Q2 2021 in Review

56 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2021, worth a combined $118M — up 75% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KNG positions and 1 closed out — a net gain of 25 holders — while 23 added to existing stakes and 5 trimmed.

The largest buyer was Alpha Omega Group, opening a new position worth an estimated $9.86M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.74M sold.

  • 56 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2021, up from 32 in Q1 2021.
  • Funds reported $118M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2021, up 75% quarter-over-quarter.
  • 26 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2021 and 1 closed out, a net change of +25 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2021 was Alpha Omega Group, an estimated $9.86M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2021 was Old Mission Capital, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2021.