FT Vest S&P 500 Dividend Aristocrats Target Income ETF
287 hedge funds and large institutions have $2.14B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 76 reducing their positions, and 23 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 76
83% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 23
19% more capital invested
Capital invested by funds: $1.79B → $2.14B (+$348M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
6% more funds holding
Funds holding: 271 → 287 (+16)
2.06% less ownership
Funds ownership: 65.02% → 62.96% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$32M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$25.5M |
| 3 |
Morgan Stanley
New York
|
+$25.3M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$25.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.4M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.76M |
| 3 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$3.36M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$2.39M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.21M |
KNG Hedge Fund Activity: Q3 2024 in Review
287 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q3 2024, worth a combined $2.14B — up 19% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new KNG positions and 23 closed out — a net gain of 19 holders — while 142 added to existing stakes and 76 trimmed.
The largest buyer was LPL Financial, adding an estimated $32M. The largest seller was AE Wealth Management, cutting an estimated $5.4M.
- 287 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q3 2024, up from 271 in Q2 2024.
- Funds reported $2.14B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 42 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q3 2024 and 23 closed out, a net change of +19 holders.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q3 2024 was LPL Financial, an estimated $32M added.
- The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.4M sold.
Based on aggregated 13F filings for Q3 2024.