First Trust Rising Dividend Achievers ETF
RDVY
155 hedge funds and large institutions have $1.18B invested in First Trust Rising Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 9 closing their positions.
378% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 9
123% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 30
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
49% more capital invested
Capital invested by funds: $788M → $1.18B (+$388M)
26% more funds holding
Funds holding: 123 → 155 (+32)
1.82% more ownership
Funds ownership: 60.88% → 62.7% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.2M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$18.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.45M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$959K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$776K |
| 5 |
EH
Equitable Holdings
New York
|
-$742K |
RDVY Hedge Fund Activity: Q4 2020 in Review
155 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2020, worth a combined $1.18B — up 49% from $788M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new RDVY positions and 9 closed out — a net gain of 34 holders — while 67 added to existing stakes and 30 trimmed.
The largest buyer was Ameriprise, adding an estimated $41.2M. The largest seller was Stifel Financial, cutting an estimated $3.61M.
- 155 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2020, up from 123 in Q3 2020.
- Funds reported $1.18B of First Trust Rising Dividend Achievers ETF stock for Q4 2020, up 49% quarter-over-quarter.
- 43 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2020 and 9 closed out, a net change of +34 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2020 was Ameriprise, an estimated $41.2M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2020 was Stifel Financial, an estimated $3.61M sold.
Based on aggregated 13F filings for Q4 2020.