First Trust Rising Dividend Achievers ETF
RDVY
25 hedge funds and large institutions have $30.1M invested in First Trust Rising Dividend Achievers ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
361% more capital invested
Capital invested by funds: $6.52M → $30.1M (+$23.6M)
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
46.58% more ownership
Funds ownership: 0% → 46.58% (+47%)
32% more funds holding
Funds holding: 19 → 25 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.25M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$5.33M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$1.42M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.4M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$472K |
| 2 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$294K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$136K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$77K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$14K |
RDVY Hedge Fund Activity: Q4 2016 in Review
25 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2016, worth a combined $30.1M — up 361% from $6.52M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new RDVY positions and 3 closed out — a net gain of 6 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.25M. The largest seller was Baird Financial Group, exiting entirely with an estimated $472K sold.
- 25 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2016, up from 19 in Q3 2016.
- Funds reported $30.1M of First Trust Rising Dividend Achievers ETF stock for Q4 2016, up 361% quarter-over-quarter.
- 9 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2016 and 3 closed out, a net change of +6 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2016 was Wells Fargo, an estimated $8.25M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2016 was Baird Financial Group, an estimated $472K sold.
Based on aggregated 13F filings for Q4 2016.