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First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

339 hedge funds and large institutions have $3.67B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 188 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 68

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $3.2B → $3.67B (+$474M)

10% more funds holding

Funds holding: 307 → 339 (+32)

0% more funds holding in top 10

Funds holding in top 10: 14 → 14 (0)

1.06% less ownership

Funds ownership: 81.44% → 80.38% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
339
Holders Change
+32
Holders Change %
+10.42%
% of All Funds
4.9%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
59
Increased
188
Reduced
68
Closed
22
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$176K

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$101M
2
LPL Financial
LPL Financial
California
+$70.9M
3
Morgan Stanley
Morgan Stanley
New York
+$67.4M
4
Wells Fargo
Wells Fargo
California
+$54.7M
5
Bank of America
Bank of America
North Carolina
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$15.9M
2
Jane Street
Jane Street
New York
-$12.5M
3
PFS
Prospera Financial Services
Texas
-$3.84M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.49M
5
PSCM
Per Stirling Capital Management
Texas
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
326
Sandy Spring Bank
Maryland
$13.4K – – –
PPWM
327
PFG Private Wealth Management
Florida
$13.2K – – –
MSG
328
Main Street Group
Virginia
$8.44K +$34 +1 +0.4%
FHC
329
First Heartland Consultants
Missouri
$8.04K -$802K -23,830 -9%
MRCM
330
M&R Capital Management
New Jersey
$7.34K +$168 +5 +2%
TWC
331
TD Waterhouse Canada
Ontario, Canada
$6.77K +$6.9K +205 New
IWP
332
IAG Wealth Partners
Wisconsin
$5.01K – – –
RIL
333
Rothschild Investment LLC
Illinois
$5.01K – – –
FGAM
334
Financial Gravity Asset Management
Texas
$3.34K -$3.37K -100 -50%
APC
335
Aspire Private Capital
North Carolina
$3.17K – – –
GI
336
Gradient Investments
Minnesota
$1.94K +$1.95K +58 New
BCMLT
337
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.03K +$1.04K +31 New
BTI
338
Blue Trust Inc
Georgia
$1.01K – – –
GAA
339
Global Assets Advisory
Florida
– -$15.9M -549,672 Closed
Jane Street
340
Jane Street
New York
– -$12.5M -360,377 Closed
D.E. Shaw & Co
341
D.E. Shaw & Co
New York
– -$3.49M -100,296 Closed
SIAS
342
Summit Investment Advisory Services
Minnesota
– -$1.94M -55,836 Closed
YIH
343
Y-Intercept (HK)
Hong Kong
– -$1.54M -44,191 Closed
CF
344
Centaurus Financial
California
– -$1.53M -43,874 Closed
FGA
345
Fortis Group Advisors
New Jersey
– -$1.34M -38,590 Closed
KFGK
346
Keystone Financial Group (Kentucky)
Kentucky
– -$1.31M -37,676 Closed
FTUS
347
Flow Traders U.S.
New York
– -$994K -28,551 Closed
LNC
348
Lincoln National Corp
Pennsylvania
– -$648K -18,615 Closed
LMKC
349
L.M. Kohn & Company
Ohio
– -$450K -12,916 Closed
IAA
350
Independent Advisor Alliance
North Carolina
– -$338K -9,701 Closed
11 12 13
14
15

SDVY Hedge Fund Activity: Q2 2024 in Review

339 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2024, worth a combined $3.67B — up 15% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SDVY positions and 22 closed out — a net gain of 37 holders — while 188 added to existing stakes and 68 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $101M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $15.9M sold.

  • 339 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2024, up from 307 in Q1 2024.
  • Funds reported $3.67B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 59 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2024 and 22 closed out, a net change of +37 holders.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2024 was Capital Investment Advisors, an estimated $101M added.
  • The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2024 was Global Assets Advisory, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2024.