FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
47 hedge funds and large institutions have $95.8M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
42% more funds holding
Funds holding: 33 → 47 (+14)
10% more capital invested
Capital invested by funds: $86.7M → $95.8M (+$9.07M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
34.45% less ownership
Funds ownership: 121.22% → 86.77% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$5.93M |
| 2 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$3.69M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.51M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.7M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
-$9.33M |
| 2 |
Jane Street
New York
|
-$1.58M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.07M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$446K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$326K |
SDVD Hedge Fund Activity: Q2 2024 in Review
47 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q2 2024, worth a combined $95.8M — up 10% from $86.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SDVD positions and 2 closed out — a net gain of 14 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $5.93M. The largest seller was Luken Investment Analytics, cutting an estimated $9.33M.
- 47 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q2 2024, up from 33 in Q1 2024.
- Funds reported $95.8M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q2 2024, up 10% quarter-over-quarter.
- 16 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q2 2024 and 2 closed out, a net change of +14 holders.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q2 2024 was Stifel Financial, an estimated $5.93M added.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q2 2024 was Luken Investment Analytics, an estimated $9.33M sold.
Based on aggregated 13F filings for Q2 2024.