First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
16 hedge funds and large institutions have $8.52M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
23% more funds holding
Funds holding: 13 → 16 (+3)
15.72% less ownership
Funds ownership: 53.93% → 38.21% (-16%)
39% less capital invested
Capital invested by funds: $14M → $8.52M (-$5.49M)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$297K |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$54.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.9K |
| 5 |
PPP
Private Portfolio Partners
Paramus,
New Jersey
|
+$3.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$556K |
| 3 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$196K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$187K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$47.8K |
KNGZ Hedge Fund Activity: Q4 2023 in Review
16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) for Q4 2023, worth a combined $8.52M — down 39% from $14M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new KNGZ positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.01M. The largest seller was LPL Financial, cutting an estimated $6.65M.
- 16 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $8.52M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q4 2023, down 39% quarter-over-quarter.
- 4 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF buyer in Q4 2023 was Citadel Advisors, an estimated $1.01M added.
- The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q4 2023 was LPL Financial, an estimated $6.65M sold.
Based on aggregated 13F filings for Q4 2023.