FT Vest Rising Dividend Achievers Target Income ETF
RDVI
225 hedge funds and large institutions have $929M invested in FT Vest Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 128 increasing their positions, 35 reducing their positions, and 8 closing their positions.
463% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 8
266% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 35
21% more capital invested
Capital invested by funds: $770M → $929M (+$159M)
17% more funds holding
Funds holding: 192 → 225 (+33)
2.59% more ownership
Funds ownership: 56.9% → 59.5% (+2.6%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$26M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$16.6M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$10.1M |
| 5 |
PA
Pinnacle Associates
New York
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.68M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 5 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$1.43M |
RDVI Hedge Fund Activity: Q4 2024 in Review
225 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in FT Vest Rising Dividend Achievers Target Income ETF (RDVI) for Q4 2024, worth a combined $929M — up 21% from $770M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new RDVI positions and 8 closed out — a net gain of 37 holders — while 128 added to existing stakes and 35 trimmed.
The largest buyer was Arax Advisory Partners, adding an estimated $26M. The largest seller was Osaic Holdings, cutting an estimated $8.27M.
- 225 institutional investors held FT Vest Rising Dividend Achievers Target Income ETF (RDVI) as of Q4 2024, up from 192 in Q3 2024.
- Funds reported $929M of FT Vest Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 45 funds opened new FT Vest Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 8 closed out, a net change of +37 holders.
- The largest FT Vest Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Arax Advisory Partners, an estimated $26M added.
- The largest FT Vest Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Osaic Holdings, an estimated $8.27M sold.
Based on aggregated 13F filings for Q4 2024.