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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

271 hedge funds and large institutions have $1.79B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 60

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

5% more funds holding

Funds holding: 259271 (+12)

1% more capital invested

Capital invested by funds: $1.78B → $1.79B (+$10.9M)

4.38% less ownership

Funds ownership: 69.4%65.02% (-4.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
3.91%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
36
Increased
152
Reduced
60
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$223M +$24.8M +479,232 +12%
Wells Fargo
2
Wells Fargo
California
$205M +$11.3M +217,838 +6%
LPL Financial
3
LPL Financial
California
$198M +$36.9M +714,216 +22%
UBS Group
4
UBS Group
Switzerland
$76.5M +$7.56M +146,156 +11%
RJA
5
Raymond James & Associates
Florida
$76.3M +$5.49M +106,213 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$74.3M +$9.43M +182,216 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$72.2M +$11.6M +225,011 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$63.1M +$9.03M +174,483 +16%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$43.5M +$2.1M +40,652 +5%
Truist Financial
10
Truist Financial
North Carolina
$41.9M +$6.7M +129,623 +19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$37.8M +$4.88M +94,358 +14%
Stifel Financial
12
Stifel Financial
Missouri
$33.6M -$3.95M -76,322 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$31.5M +$5.84M +112,903 +22%
WWMSC
14
Wagner Wealth Management (South Carolina)
South Carolina
$23M +$2.01M +38,836 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$21.7M +$4.48M +86,548 +25%
CAS
16
Coppell Advisory Solutions
Texas
$21.2M +$21.7M +419,071 New
KAS
17
Kestra Advisory Services
Texas
$21M +$27.2K +526 +0.1%
MML Investors Services
18
MML Investors Services
Massachusetts
$19.4M +$437K +8,457 +2%
SFS
19
Solitude Financial Services
Virginia
$18M +$1.58M +30,537 +9%
AWA
20
Arkadios Wealth Advisors
Georgia
$16.1M +$974K +18,832 +6%
BCM
21
Brookstone Capital Management
Illinois
$14.5M +$552K +10,681 +4%
FAM
22
Flaharty Asset Management
Florida
$13.9M +$451K +8,720 +3%
SF
23
Synovus Financial
Georgia
$13.7M +$1.98M +38,348 +17%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$13.4M +$2.85M +55,129 +26%
IWC
25
Integrated Wealth Concepts
Massachusetts
$11.7M +$788K +15,240 +7%

KNG Hedge Fund Activity: Q2 2024 in Review

271 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q2 2024, worth a combined $1.79B — up 0.61% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new KNG positions and 20 closed out — a net gain of 16 holders — while 152 added to existing stakes and 60 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $39.9M. The largest seller was Financial Partners Group (Kansas), cutting an estimated $8.11M.

  • 271 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q2 2024, up from 259 in Q1 2024.
  • Funds reported $1.79B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q2 2024, up 0.61% quarter-over-quarter.
  • 36 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q2 2024 and 20 closed out, a net change of +16 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $39.9M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q2 2024 was Financial Partners Group (Kansas), an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2024.