First Trust Rising Dividend Achievers ETF
RDVY
48 hedge funds and large institutions have $99.7M invested in First Trust Rising Dividend Achievers ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 1 reducing their positions, and 4 closing their positions.
2,500% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 1
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
43% more capital invested
Capital invested by funds: $69.5M → $99.7M (+$30.2M)
37% more funds holding
Funds holding: 35 → 48 (+13)
53.23% less ownership
Funds ownership: 100.87% → 47.64% (-53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.66M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.01M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.92M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.82M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$739K |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$302K |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$92K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$8.17K |
RDVY Hedge Fund Activity: Q2 2017 in Review
48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2017, worth a combined $99.7M — up 43% from $69.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new RDVY positions and 4 closed out — a net gain of 13 holders — while 26 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Barometer Capital Management, exiting entirely with an estimated $1.18M sold.
- 48 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2017, up from 35 in Q1 2017.
- Funds reported $99.7M of First Trust Rising Dividend Achievers ETF stock for Q2 2017, up 43% quarter-over-quarter.
- 17 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2017 and 4 closed out, a net change of +13 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2017 was Morgan Stanley, an estimated $6.66M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q2 2017 was Barometer Capital Management, an estimated $1.18M sold.
Based on aggregated 13F filings for Q2 2017.