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FT Vest S&P 500 Dividend Aristocrats Target Income ETF

321 hedge funds and large institutions have $2.23B invested in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 154 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 108

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

1% less funds holding

Funds holding: 323321 (-2)

3.42% less ownership

Funds ownership: 63.73%60.31% (-3.4%)

25% less capital invested

Capital invested by funds: $2.97B → $2.23B (-$737M)

Holders
321
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
4.3%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
28
Increased
154
Reduced
108
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$291M +$13.3M +261,915 +5%
LPL Financial
2
LPL Financial
California
$254M +$6.31M +124,420 +3%
Wells Fargo
3
Wells Fargo
California
$225M -$15M -295,557 -6%
Raymond James Financial
4
Raymond James Financial
Florida
$130M -$17.9M -352,682 -12%
UBS Group
5
UBS Group
Switzerland
$106M +$8.93M +176,147 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$96.8M +$3.11M +61,443 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$88M +$4.71M +92,969 +6%
Truist Financial
8
Truist Financial
North Carolina
$65.8M +$5.5M +108,611 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$52.2M +$5.52M +108,912 +12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$45.7M -$553K -10,905 -1%
KAS
11
Kestra Advisory Services
Texas
$41.8M -$11.5M -227,021 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$39.2M +$2.8M +55,229 +8%
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$29.9M +$4.18M +82,388 +16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$27.1M +$4.45M +87,897 +20%
CIA
15
Capital Investment Advisors
Georgia
$25.4M +$15.9M +314,108 +166%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$19.6M +$1.35M +26,699 +7%
MML Investors Services
17
MML Investors Services
Massachusetts
$19.3M -$1.17M -23,154 -6%
Stifel Financial
18
Stifel Financial
Missouri
$17.6M -$12.5M -247,293 -42%
AWA
19
Arkadios Wealth Advisors
Georgia
$17.1M -$1.78M -35,171 -9%
PA
20
PSI Advisors
Florida
$16.8M +$2.55M +50,364 +18%
CFS
21
Compass Financial Services
Iowa
$16.5M +$661K +13,042 +4%
FAM
22
Flaharty Asset Management
Florida
$15.3M +$1.26M +24,858 +9%
SF
23
Synovus Financial
Georgia
$15.2M +$1.1M +21,608 +8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$14.7M -$855K -16,869 -5%
IWC
25
Integrated Wealth Concepts
Massachusetts
$14.6M +$236K +4,655 +2%

KNG Hedge Fund Activity: Q1 2025 in Review

321 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) for Q1 2025, worth a combined $2.23B — down 25% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KNG positions and 23 closed out — a net gain of 5 holders — while 154 added to existing stakes and 108 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $15.9M. The largest seller was Raymond James Financial, cutting an estimated $17.9M.

  • 321 institutional investors held FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) as of Q1 2025, down from 323 in Q4 2024.
  • Funds reported $2.23B of FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 28 funds opened new FT Vest S&P 500 Dividend Aristocrats Target Income ETF positions in Q1 2025 and 23 closed out, a net change of +5 holders.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF buyer in Q1 2025 was Capital Investment Advisors, an estimated $15.9M added.
  • The largest FT Vest S&P 500 Dividend Aristocrats Target Income ETF seller in Q1 2025 was Raymond James Financial, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2025.