First Trust Rising Dividend Achievers ETF
RDVY
5 hedge funds and large institutions have $622K invested in First Trust Rising Dividend Achievers ETF in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
9% less capital invested
Capital invested by funds: $684K → $622K (-$61.9K)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
Top Sellers
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$571K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $452K | +$441K | +21,372 | New |
|
|
AFS
2
Aft Forsyth & Sober
Valrico,
Florida
| $71K | +$47.4K | +2,300 | +209% |
|
3
Bank of America
Charlotte,
North Carolina
| $66K | +$6.75K | +327 | +12% |
|
|
AIG
4
American International Group
New York
| $32.9K | +$4.06K | +197 | +14% |
|
|
VKH
5
Virtu KCG Holdings
New York
| – | -$571K | -28,174 | Closed |
|
|
U
6
UBS
Zurich,
Switzerland
| – | -$6K | -300 | Closed |
|
RDVY Hedge Fund Activity: Q2 2014 in Review
5 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2014, worth a combined $622K — down 9.1% from $684K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RDVY and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $441K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $571K sold.
- 5 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2014, down from 6 in Q1 2014.
- Funds reported $622K of First Trust Rising Dividend Achievers ETF stock for Q2 2014, down 9.1% quarter-over-quarter.
- 1 fund opened new First Trust Rising Dividend Achievers ETF positions in Q2 2014 and 2 closed out, a net change of -1 holder.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2014 was Susquehanna International Group, an estimated $441K added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q2 2014 was Virtu KCG Holdings, an estimated $571K sold.
Based on aggregated 13F filings for Q2 2014.