First Trust Rising Dividend Achievers ETF
RDVY
652 hedge funds and large institutions have $39.9B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 294 increasing their positions, 167 reducing their positions, and 33 closing their positions.
368% more capital invested
Capital invested by funds: $8.52B → $39.9B (+$31.3B)
276% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 33
76% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 167
35% more funds holding in top 10
Funds holding in top 10: 54 → 73 (+19)
14% more funds holding
Funds holding: 571 → 652 (+81)
0.93% less ownership
Funds ownership: 73.74% → 72.8% (-0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$86.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$59.8M |
| 3 |
Morgan Stanley
New York
|
+$47.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$25M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$408M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.8M |
| 3 |
Goldman Sachs
New York
|
-$11.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.9M |
| 5 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$8.24M |
RDVY Hedge Fund Activity: Q4 2024 in Review
652 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2024, worth a combined $39.9B — up 368% from $8.52B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new RDVY positions and 33 closed out — a net gain of 91 holders — while 294 added to existing stakes and 167 trimmed.
The largest buyer was Ameriprise, adding an estimated $86.5M. The largest seller was International Assets Investment Management, cutting an estimated $408M.
- 652 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2024, up from 571 in Q3 2024.
- Funds reported $39.9B of First Trust Rising Dividend Achievers ETF stock for Q4 2024, up 368% quarter-over-quarter.
- 124 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2024 and 33 closed out, a net change of +91 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2024 was Ameriprise, an estimated $86.5M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2024 was International Assets Investment Management, an estimated $408M sold.
Based on aggregated 13F filings for Q4 2024.