First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
307 hedge funds and large institutions have $3.2B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 45 reducing their positions, and 12 closing their positions.
600% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 12
269% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 45
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
54% more capital invested
Capital invested by funds: $2.08B → $3.2B (+$1.12B)
30% more funds holding
Funds holding: 236 → 307 (+71)
5.47% less ownership
Funds ownership: 86.91% → 81.44% (-5.5%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$136M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$94.2M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
+$87.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$69.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$65.4M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$65.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.6M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.99M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$3.8M |
| 5 |
IF
Intrua Financial
Houston,
Texas
|
-$3.74M |
SDVY Hedge Fund Activity: Q1 2024 in Review
307 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2024, worth a combined $3.2B — up 54% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SDVY positions and 12 closed out — a net gain of 72 holders — while 166 added to existing stakes and 45 trimmed.
The largest buyer was LPL Financial, adding an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $65.6M.
- 307 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2024, up from 236 in Q4 2023.
- Funds reported $3.2B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2024, up 54% quarter-over-quarter.
- 84 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2024 and 12 closed out, a net change of +72 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q1 2024 was LPL Financial, an estimated $136M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $65.6M sold.
Based on aggregated 13F filings for Q1 2024.