First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
155 hedge funds and large institutions have $663M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 53 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more capital invested
Capital invested by funds: $567M → $663M (+$96.8M)
8% more funds holding
Funds holding: 144 → 155 (+11)
9% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 53
0.85% more ownership
Funds ownership: 69.32% → 70.17% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$17.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.68M |
| 4 |
Jane Street
New York
|
+$7.21M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$8.26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.83M |
| 3 |
Morgan Stanley
New York
|
-$7.64M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$5.16M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.1M |
SDVY Hedge Fund Activity: Q4 2022 in Review
155 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2022, worth a combined $663M — up 17% from $567M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SDVY positions and 13 closed out — a net gain of 14 holders — while 58 added to existing stakes and 53 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was Truist Financial, cutting an estimated $8.26M.
- 155 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2022, up from 144 in Q3 2022.
- Funds reported $663M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 27 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2022 and 13 closed out, a net change of +14 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2022 was LPL Financial, an estimated $18.6M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2022 was Truist Financial, an estimated $8.26M sold.
Based on aggregated 13F filings for Q4 2022.