FT Vest S&P 500 Dividend Aristocrats Target Income ETF
65 hedge funds and large institutions have $156M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 6 reducing their positions, and 4 closing their positions.
583% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 6
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
32% more capital invested
Capital invested by funds: $118M → $156M (+$37.4M)
16% more funds holding
Funds holding: 56 → 65 (+9)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
57% less ownership
Funds ownership: 116.43% → 59.43% (-57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.01M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.09M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.17M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$2.23M |
| 2 |
NWS
Newport Wealth Strategies
Irvine,
California
|
-$1.51M |
| 3 |
SG Americas Securities
New York
|
-$1.07M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$802K |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$169K |
KNG Hedge Fund Activity: Q3 2021 in Review
65 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q3 2021, worth a combined $156M — up 32% from $118M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KNG positions and 4 closed out — a net gain of 9 holders — while 41 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.01M. The largest seller was Precision Wealth Strategies, cutting an estimated $2.23M.
- 65 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q3 2021, up from 56 in Q2 2021.
- Funds reported $156M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q3 2021, up 32% quarter-over-quarter.
- 13 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q3 2021 and 4 closed out, a net change of +9 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q3 2021 was LPL Financial, an estimated $8.01M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q3 2021 was Precision Wealth Strategies, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2021.