First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
87 hedge funds and large institutions have $291M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 36 increasing their positions, 6 reducing their positions, and 3 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 3
500% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 6
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
117% more capital invested
Capital invested by funds: $134M → $291M (+$157M)
71% more funds holding
Funds holding: 51 → 87 (+36)
1.87% more ownership
Funds ownership: 64.39% → 66.25% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$35.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.4M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$11.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$10.3M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$719K |
| 2 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
-$511K |
| 3 |
CCG
Cypress Capital Group
Palm Beach,
Florida
|
-$220K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$29.2K |
| 5 |
EWM
Elite Wealth Management
Kirkland,
Washington
|
-$18.6K |
SDVY Hedge Fund Activity: Q4 2021 in Review
87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2021, worth a combined $291M — up 117% from $134M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SDVY positions and 3 closed out — a net gain of 36 holders — while 36 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $35.3M. The largest seller was Susquehanna International Group, cutting an estimated $719K.
- 87 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2021, up from 51 in Q3 2021.
- Funds reported $291M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2021, up 117% quarter-over-quarter.
- 39 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2021 and 3 closed out, a net change of +36 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2021 was LPL Financial, an estimated $35.3M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2021 was Susquehanna International Group, an estimated $719K sold.
Based on aggregated 13F filings for Q4 2021.