FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
51 hedge funds and large institutions have $97.8M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 5 closing their positions.
560% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
9% more funds holding
Funds holding: 47 → 51 (+4)
2% more capital invested
Capital invested by funds: $95.8M → $97.8M (+$2.06M)
18.75% less ownership
Funds ownership: 86.77% → 68.02% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.95M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.74M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
+$2.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.81M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$13.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.2M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.04M |
| 4 |
LPL Financial
San Diego,
California
|
-$583K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$428K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $3.51K | – | – | – |
|
|
BRWA
52
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$1.04M | -49,941 | Closed |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$428K | -20,584 | Closed |
|
54
Jane Street
New York
| – | -$261K | -12,546 | Closed |
|
|
IAIM
55
International Assets Investment Management
Orlando,
Florida
| – | -$110K | -5,300 | Closed |
|
|
LIA
56
Luken Investment Analytics
Brentwood,
Tennessee
| – | -$10.7K | -514 | Closed |
|
|
PP
57
Pacifica Partners
Surrey,
Canada
| – | +$18.9K | +880 | New |
|
SDVD Hedge Fund Activity: Q3 2024 in Review
51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q3 2024, worth a combined $97.8M — up 2.2% from $95.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SDVD positions and 5 closed out — a net gain of 5 holders — while 33 added to existing stakes and 5 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.95M. The largest seller was Truist Financial, cutting an estimated $13.4M.
- 51 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q3 2024, up from 47 in Q2 2024.
- Funds reported $97.8M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
- 10 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $4.95M added.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q3 2024 was Truist Financial, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2024.