FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
87 hedge funds and large institutions have $211M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 7 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 26
66% more capital inflows, than outflows
Capital inflows: $26.4M | Capital outflows: $15.9M
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
5% more funds holding
Funds holding: 83 → 87 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.39% less ownership
Funds ownership: 51.21% → 41.82% (-9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.14M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
+$5.29M |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
+$2.73M |
| 4 |
RiverTree Advisors
Winter Park,
Florida
|
+$1.69M |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.99M |
| 2 |
&Partners
Nashville,
Tennessee
|
-$2.38M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.99M |
| 4 |
Whipplewood Advisors
Littleton,
Colorado
|
-$1.26M |
| 5 |
Ergawealth Advisors
Oak Brook,
Illinois
|
-$828K |
SDVD Hedge Fund Activity: Q2 2025 in Review
87 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q2 2025, worth a combined $211M — up 9.3% from $193M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SDVD positions and 7 closed out — a net gain of 4 holders — while 44 added to existing stakes and 26 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.14M. The largest seller was Royal Bank of Canada, cutting an estimated $3.99M.
- 87 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q2 2025, up from 83 in Q1 2025.
- Funds reported $211M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
- 11 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $6.14M added.
- The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $3.99M sold.
Based on aggregated 13F filings for Q2 2025.