First Trust Rising Dividend Achievers ETF
RDVY
572 hedge funds and large institutions have $8.53B invested in First Trust Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 256 increasing their positions, 196 reducing their positions, and 19 closing their positions.
211% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 19
31% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 196
13% more capital invested
Capital invested by funds: $7.54B → $8.53B (+$987M)
6% more funds holding
Funds holding: 540 → 572 (+32)
6% more funds holding in top 10
Funds holding in top 10: 51 → 54 (+3)
0.13% less ownership
Funds ownership: 70.66% → 70.53% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$54.2M |
| 2 |
JP Morgan Chase
New York
|
+$37M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$33.9M |
| 4 |
Morgan Stanley
New York
|
+$28.3M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Regatta Capital Group
El Segundo,
California
|
-$6.64M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.42M |
| 3 |
AFG
ABLE Financial Group
Scottsdale,
Arizona
|
-$4M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.72M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$3.7M |
RDVY Hedge Fund Activity: Q3 2024 in Review
572 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2024, worth a combined $8.53B — up 13% from $7.54B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new RDVY positions and 19 closed out — a net gain of 40 holders — while 256 added to existing stakes and 196 trimmed.
The largest buyer was LPL Financial, adding an estimated $54.2M. The largest seller was Regatta Capital Group, cutting an estimated $6.64M.
- 572 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2024, up from 540 in Q2 2024.
- Funds reported $8.53B of First Trust Rising Dividend Achievers ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 59 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2024 and 19 closed out, a net change of +40 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2024 was LPL Financial, an estimated $54.2M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q3 2024 was Regatta Capital Group, an estimated $6.64M sold.
Based on aggregated 13F filings for Q3 2024.