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First Trust Rising Dividend Achievers ETF

19 hedge funds and large institutions have $7.01M invested in First Trust Rising Dividend Achievers ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1819 (+1)

28% less capital invested

Capital invested by funds: $9.77M → $7.01M (-$2.76M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change

RDVY Hedge Fund Activity: Q2 2016 in Review

19 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2016, worth a combined $7.01M — down 28% from $9.77M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RDVY positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.37M. The largest seller was Bank of America, cutting an estimated $2.63M.

  • 19 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2016, up from 18 in Q1 2016.
  • Funds reported $7.01M of First Trust Rising Dividend Achievers ETF stock for Q2 2016, down 28% quarter-over-quarter.
  • 3 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2016 and 2 closed out, a net change of +1 holder.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2016 was Susquehanna International Group, an estimated $1.37M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q2 2016 was Bank of America, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2016.