FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
68 hedge funds and large institutions have $152M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 4 reducing their positions, and 0 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 4
56% more capital invested
Capital invested by funds: $97.8M → $152M (+$54.3M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more funds holding
Funds holding: 51 → 68 (+17)
1.94% less ownership
Funds ownership: 68.02% → 66.07% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.29M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.55M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.76M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.09M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$795K |
| 2 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$200K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$108K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$73.2K |
SDVD Hedge Fund Activity: Q4 2024 in Review
68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q4 2024, worth a combined $152M — up 56% from $97.8M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SDVD positions and 0 closed out — a net gain of 20 holders — while 40 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6.29M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $795K.
- 68 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q4 2024, up from 51 in Q3 2024.
- Funds reported $152M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q4 2024, up 56% quarter-over-quarter.
- 20 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q4 2024 and 0 closed out, a net change of +20 holders.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $6.29M added.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $795K sold.
Based on aggregated 13F filings for Q4 2024.