First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
502 hedge funds and large institutions have $7.65B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 264 increasing their positions, 75 reducing their positions, and 26 closing their positions.
423% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 26
252% more repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 75
59% more capital invested
Capital invested by funds: $4.83B → $7.65B (+$2.82B)
53% more funds holding in top 10
Funds holding in top 10: 19 → 29 (+10)
25% more funds holding
Funds holding: 403 → 502 (+99)
1.43% less ownership
Funds ownership: 79.39% → 77.96% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$148M |
| 2 |
Morgan Stanley
New York
|
+$141M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$81.3M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$52.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
Horizon Advisory Services
West Henrietta,
New York
|
-$27.9M |
| 2 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
-$9.12M |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$8.33M |
| 4 |
Goldman Sachs
New York
|
-$3.85M |
| 5 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$3.64M |
SDVY Hedge Fund Activity: Q4 2024 in Review
502 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2024, worth a combined $7.65B — up 59% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new SDVY positions and 26 closed out — a net gain of 110 holders — while 264 added to existing stakes and 75 trimmed.
The largest buyer was LPL Financial, adding an estimated $148M. The largest seller was Horizon Advisory Services, cutting an estimated $27.9M.
- 502 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2024, up from 403 in Q3 2024.
- Funds reported $7.65B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2024, up 59% quarter-over-quarter.
- 136 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2024 and 26 closed out, a net change of +110 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2024 was LPL Financial, an estimated $148M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2024 was Horizon Advisory Services, an estimated $27.9M sold.
Based on aggregated 13F filings for Q4 2024.