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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

98 hedge funds and large institutions have $303M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 11

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $233M → $303M (+$70.9M)

17% more funds holding

Funds holding: 8498 (+14)

2.38% more ownership

Funds ownership: 62.48%64.85% (+2.4%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
59
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$40.7M +$4.31M +79,041 +12%
Wells Fargo
2
Wells Fargo
California
$19.8M +$13.1M +240,308 +199%
AWM
3
AE Wealth Management
Kansas
$19.5M +$6.91M +126,623 +55%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M +$4.09M +74,932 +38%
RJA
5
Raymond James & Associates
Florida
$14.9M +$3.68M +67,484 +33%
AA
6
Altman Advisors
Illinois
$14.8M -$230K -4,215 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.5M +$5.79M +106,038 +76%
AOG
8
Alpha Omega Group
Virginia
$10.6M +$339K +6,205 +3%
UBS Group
9
UBS Group
Switzerland
$9.76M +$3.64M +66,747 +60%
SFS
10
Solitude Financial Services
Virginia
$9.71M +$1.46M +26,773 +18%
Stifel Financial
11
Stifel Financial
Missouri
$8.57M +$461K +8,455 +6%
KAS
12
Kestra Advisory Services
Texas
$8.46M +$94.5K +1,731 +1%
SPIA
13
Steward Partners Investment Advisory
New York
$8.27M +$51.3K +941 +0.6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.23M +$1.32M +24,222 +19%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.84M +$1.44M +26,412 +13%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.24M +$984K +18,027 +19%
BPA
17
Beacon Pointe Advisors
California
$5.79M +$5.76M +105,639 New
PAG
18
Private Advisory Group
Washington
$4.67M +$4.65M +85,249 New
SG
19
StoneX Group
New York
$4.01M +$891K +16,331 +29%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.93M +$1.4M +25,623 +56%
IA
21
IFP Advisors
Florida
$3.68M +$1.28M +23,546 +45%
OMC
22
Old Mission Capital
Illinois
$3.65M +$1.1M +20,136 +43%
PP
23
PFS Partners
New Jersey
$3.58M +$3.56M +65,285 New
AWA
24
Arkadios Wealth Advisors
Georgia
$3.46M +$2.1M +38,407 +156%
KWM
25
Kingsview Wealth Management
Oregon
$3.44M +$406K +7,432 +13%

KNG Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q1 2022, worth a combined $303M — up 30% from $233M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KNG positions and 5 closed out — a net gain of 17 holders — while 59 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $13.1M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $794K sold.

  • 98 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q1 2022, up from 84 in Q4 2021.
  • Funds reported $303M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 22 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q1 2022 and 5 closed out, a net change of +17 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q1 2022 was Wells Fargo, an estimated $13.1M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q1 2022 was Venturi Wealth Management, an estimated $794K sold.

Based on aggregated 13F filings for Q1 2022.