First Trust Rising Dividend Achievers ETF
RDVY
437 hedge funds and large institutions have $5.6B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 144 increasing their positions, 197 reducing their positions, and 21 closing their positions.
171% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 21
12% more capital invested
Capital invested by funds: $5B → $5.6B (+$602M)
7% more funds holding
Funds holding: 409 → 437 (+28)
0.31% less ownership
Funds ownership: 68.29% → 67.97% (-0.31%)
7% less funds holding in top 10
Funds holding in top 10: 46 → 43 (-3)
27% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$21.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$17.8M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9.47M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$7.91M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$56.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$33M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.8M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$21M |
RDVY Hedge Fund Activity: Q4 2022 in Review
437 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2022, worth a combined $5.6B — up 12% from $5B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new RDVY positions and 21 closed out — a net gain of 36 holders — while 144 added to existing stakes and 197 trimmed.
The largest buyer was Mariner, adding an estimated $21.8M. The largest seller was Morgan Stanley, cutting an estimated $56.8M.
- 437 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2022, up from 409 in Q3 2022.
- Funds reported $5.6B of First Trust Rising Dividend Achievers ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 57 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2022 and 21 closed out, a net change of +36 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2022 was Mariner, an estimated $21.8M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2022 was Morgan Stanley, an estimated $56.8M sold.
Based on aggregated 13F filings for Q4 2022.