First Trust Rising Dividend Achievers ETF
RDVY
35 hedge funds and large institutions have $69.5M invested in First Trust Rising Dividend Achievers ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
131% more capital invested
Capital invested by funds: $30.1M → $69.5M (+$39.5M)
54.29% more ownership
Funds ownership: 46.58% → 100.87% (+54%)
40% more funds holding
Funds holding: 25 → 35 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.76M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.87M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.44M |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
+$4.38M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$424K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$390K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$114K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$49.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $111K | +$9.72K | +374 | +10% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $100K | -$114K | -4,371 | -54% |
|
|
RCG
28
Ruggie Capital Group
Tavares,
Florida
| $92K | +$90.5K | +3,481 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $40K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $37K | +$36.4K | +1,400 | New |
|
|
WA
31
WFG Advisors
Dallas,
Texas
| $19K | – | – | – |
|
32
Citigroup
New York
| $13K | +$12.9K | +498 | New |
|
|
PFGIA
33
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $6K | +$6.24K | +240 | New |
|
|
DADC
34
D.A. Davidson & Co
Great Falls,
Montana
| $5K | +$5.2K | +200 | New |
|
|
VKH
35
Virtu KCG Holdings
New York
| – | -$390K | -15,794 | Closed |
|
RDVY Hedge Fund Activity: Q1 2017 in Review
35 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2017, worth a combined $69.5M — up 131% from $30.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RDVY positions and 1 closed out — a net gain of 11 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.76M. The largest seller was Koshinski Asset Management, cutting an estimated $1.26M.
- 35 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2017, up from 25 in Q4 2016.
- Funds reported $69.5M of First Trust Rising Dividend Achievers ETF stock for Q1 2017, up 131% quarter-over-quarter.
- 12 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2017 and 1 closed out, a net change of +11 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2017 was Morgan Stanley, an estimated $8.76M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q1 2017 was Koshinski Asset Management, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2017.