First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
144 hedge funds and large institutions have $567M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 14 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 53
2% more capital invested
Capital invested by funds: $555M → $567M (+$11.4M)
0.64% less ownership
Funds ownership: 69.96% → 69.32% (-0.64%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
2% less funds holding
Funds holding: 147 → 144 (-3)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.78M |
| 4 |
Morgan Stanley
New York
|
+$5.94M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$5.48M |
Top Sellers
SDVY Hedge Fund Activity: Q3 2022 in Review
144 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q3 2022, worth a combined $567M — up 2.1% from $555M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SDVY and 13 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 70 added.
The largest buyer was LPL Financial, adding an estimated $14.4M. The largest seller was RiverTree Advisors, exiting entirely with an estimated $6.86M sold.
- 144 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q3 2022, down from 147 in Q2 2022.
- Funds reported $567M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q3 2022, up 2.1% quarter-over-quarter.
- 13 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q3 2022 was LPL Financial, an estimated $14.4M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q3 2022 was RiverTree Advisors, an estimated $6.86M sold.
Based on aggregated 13F filings for Q3 2022.