First Trust Rising Dividend Achievers ETF
RDVY
8 hedge funds and large institutions have $2.34M invested in First Trust Rising Dividend Achievers ETF in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
147% more capital invested
Capital invested by funds: $945K → $2.34M (+$1.39M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 8 → 8 (0)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$836K |
| 2 |
Morgan Stanley
New York
|
+$747K |
| 3 |
LPL Financial
San Diego,
California
|
+$375K |
| 4 |
AIG
American International Group
New York
|
+$133K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.43K |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$398K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$299K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $918K | +$836K | +38,941 | +1,239% |
|
|
2
Morgan Stanley
New York
| $760K | +$747K | +34,815 | New |
|
|
3
LPL Financial
San Diego,
California
| $381K | +$375K | +17,468 | New |
|
|
AIG
4
American International Group
New York
| $175K | +$133K | +6,193 | +340% |
|
|
AFS
5
Aft Forsyth & Sober
Valrico,
Florida
| $74K | – | – | – |
|
6
US Bancorp
Minneapolis,
Minnesota
| $24K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $4K | +$3.43K | +160 | +400% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$398K | -18,935 | Closed |
|
|
VKH
9
Virtu KCG Holdings
New York
| – | -$299K | -14,257 | Closed |
|
10
Parallax Volatility Advisers
San Francisco,
California
| – | +$21 | +1 | New |
|
RDVY Hedge Fund Activity: Q4 2014 in Review
8 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2014, worth a combined $2.34M — up 147% from $945K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RDVY positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $836K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $398K sold.
- 8 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $2.34M of First Trust Rising Dividend Achievers ETF stock for Q4 2014, up 147% quarter-over-quarter.
- 3 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2014 and 2 closed out, a net change of +1 holder.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2014 was Bank of America, an estimated $836K added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2014 was Susquehanna International Group, an estimated $398K sold.
Based on aggregated 13F filings for Q4 2014.