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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

323 hedge funds and large institutions have $2.97B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

103% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 78

39% more capital invested

Capital invested by funds: $2.14B → $2.97B (+$831M)

13% more funds holding

Funds holding: 287323 (+36)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.77% more ownership

Funds ownership: 62.96%63.73% (+0.77%)

Holders
323
Holders Change
+36
Holders Change %
+12.54%
% of All Funds
4.25%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
63
Increased
158
Reduced
78
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$757M +$98.4K +1,851 +14%
Morgan Stanley
2
Morgan Stanley
New York
$276M +$32.6M +612,717 +13%
LPL Financial
3
LPL Financial
California
$246M +$19.9M +374,213 +8%
Wells Fargo
4
Wells Fargo
California
$238M +$10.9M +204,801 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$147M +$156M +2,932,418 New
UBS Group
6
UBS Group
Switzerland
$96.5M +$2.83M +53,257 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$93.1M +$10.4M +196,499 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$82.8M +$7.67M +144,331 +10%
Truist Financial
9
Truist Financial
North Carolina
$59.9M +$6.38M +120,031 +11%
KAS
10
Kestra Advisory Services
Texas
$53M +$8.52M +160,358 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$46.5M +$5.13M +96,579 +12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$46M +$3.14M +59,041 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$36.2M +$7.42M +139,559 +24%
Stifel Financial
14
Stifel Financial
Missouri
$29.9M -$5.98M -112,432 -16%
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$25.6M +$762K +14,330 +3%
CAS
16
Coppell Advisory Solutions
Texas
$23M +$1.73M +32,627 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$22.5M +$1.44M +27,017 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$20.3M +$574K +10,796 +3%
AWA
19
Arkadios Wealth Advisors
Georgia
$18.8M +$684K +12,869 +4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$18.1M +$7.85M +147,600 +69%
SFS
21
Solitude Financial Services
Virginia
$17.8M -$340K -6,393 -2%
CFS
22
Compass Financial Services
Iowa
$15.7M +$16.7M +313,390 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$15.5M -$374K -7,044 -2%
BCM
24
Brookstone Capital Management
Illinois
$15.2M +$1.37M +25,685 +9%
IWC
25
Integrated Wealth Concepts
Massachusetts
$14.2M +$1.32M +24,751 +10%

KNG Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q4 2024, worth a combined $2.97B — up 39% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new KNG positions and 20 closed out — a net gain of 43 holders — while 158 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.6M. The largest seller was Stifel Financial, cutting an estimated $5.98M.

  • 323 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q4 2024, up from 287 in Q3 2024.
  • Funds reported $2.97B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q4 2024, up 39% quarter-over-quarter.
  • 63 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q4 2024 and 20 closed out, a net change of +43 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $32.6M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q4 2024 was Stifel Financial, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2024.