First Trust Rising Dividend Achievers ETF
RDVY
22 hedge funds and large institutions have $15.1M invested in First Trust Rising Dividend Achievers ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
106% more capital invested
Capital invested by funds: $7.32M → $15.1M (+$7.76M)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.72M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
+$1.8M |
| 3 |
Morgan Stanley
New York
|
+$907K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$418K |
| 5 |
LPL Financial
San Diego,
California
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$285K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$211K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$155K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$24K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$16.5K |
RDVY Hedge Fund Activity: Q3 2015 in Review
22 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2015, worth a combined $15.1M — up 106% from $7.32M a quarter earlier.
Fund positioning in RDVY was balanced in Q3 2015: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $5.72M. The largest seller was Virtu KCG Holdings, cutting an estimated $285K.
- 22 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $15.1M of First Trust Rising Dividend Achievers ETF stock for Q3 2015, up 106% quarter-over-quarter.
- 3 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2015 and 3 closed out, a net change of 0 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2015 was Bank of America, an estimated $5.72M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q3 2015 was Virtu KCG Holdings, an estimated $285K sold.
Based on aggregated 13F filings for Q3 2015.