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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

106 hedge funds and large institutions have $306M invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 26

8% more funds holding

Funds holding: 98106 (+8)

1% more capital invested

Capital invested by funds: $303M → $306M (+$2.51M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.9% less ownership

Funds ownership: 64.85%63.95% (-0.9%)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
49
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$37.1M +$705K +13,422 +2%
Wells Fargo
2
Wells Fargo
California
$29.1M +$12.2M +231,304 +64%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.2M +$12.9M +245,987 +100%
RJA
4
Raymond James & Associates
Florida
$14.2M +$905K +17,220 +6%
AA
5
Altman Advisors
Illinois
$13.9M -$77.4K -1,473 -0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.7M +$437K +8,323 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.9M +$929K +17,674 +8%
UBS Group
8
UBS Group
Switzerland
$10.9M +$2.32M +44,156 +25%
SFS
9
Solitude Financial Services
Virginia
$8.81M +$114K +2,175 +1%
Stifel Financial
10
Stifel Financial
Missouri
$8.38M +$758K +14,424 +9%
AWM
11
AE Wealth Management
Kansas
$8.32M -$9.8M -186,384 -52%
AOG
12
Alpha Omega Group
Virginia
$8.19M -$1.37M -26,059 -14%
SPIA
13
Steward Partners Investment Advisory
New York
$7.91M +$535K +10,173 +7%
KAS
14
Kestra Advisory Services
Texas
$7.55M -$37.2K -707 -0.5%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.86M +$1.36M +25,876 +23%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.84M -$572K -10,875 -7%
PAG
17
Private Advisory Group
Washington
$6.31M +$2.28M +43,288 +51%
AWA
18
Arkadios Wealth Advisors
Georgia
$4.65M +$1.66M +31,640 +50%
BPA
19
Beacon Pointe Advisors
California
$4.23M -$1.02M -19,473 -18%
BAWC
20
Boyce & Associates Wealth Consulting
Texas
$4.11M +$1.63M +31,073 +59%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.93M +$432K +8,221 +11%
PP
22
PFS Partners
New Jersey
$3.8M +$631K +12,006 +18%
IA
23
IFP Advisors
Florida
$3.68M
SG
24
StoneX Group
New York
$3.44M -$161K -3,070 -4%
KWM
25
Kingsview Wealth Management
Oregon
$3.28M +$213K +4,048 +6%

KNG Hedge Fund Activity: Q2 2022 in Review

106 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2022, worth a combined $306M — up 0.83% from $303M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KNG positions and 8 closed out — a net gain of 8 holders — while 49 added to existing stakes and 26 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.9M. The largest seller was AE Wealth Management, cutting an estimated $9.8M.

  • 106 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2022, up from 98 in Q1 2022.
  • Funds reported $306M of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2022, up 0.83% quarter-over-quarter.
  • 16 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2022 and 8 closed out, a net change of +8 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $12.9M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2022 was AE Wealth Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q2 2022.