First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
SDVY
146 hedge funds and large institutions have $555M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 38 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
1.75% less ownership
Funds ownership: 71.64% → 69.89% (-1.8%)
10% less capital invested
Capital invested by funds: $616M → $555M (-$61.3M)
Holders
146
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$9.47M | |
| 2 | +$8.99M | |
| 3 | +$7.29M | |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.09M |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$5.97M |
Top Sellers
| 1 | -$8.54M | |
| 2 | -$7.72M | |
| 3 | -$4.62M | |
| 4 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$4.01M |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$3.97M |