First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
339 hedge funds and large institutions have $3.67B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 188 increasing their positions, 68 reducing their positions, and 22 closing their positions.
176% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 68
168% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 22
15% more capital invested
Capital invested by funds: $3.2B → $3.67B (+$474M)
10% more funds holding
Funds holding: 307 → 339 (+32)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
1.06% less ownership
Funds ownership: 81.44% → 80.38% (-1.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $37K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$101M |
| 2 |
LPL Financial
San Diego,
California
|
+$70.9M |
| 3 |
Morgan Stanley
New York
|
+$67.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$54.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$15.9M |
| 2 |
Jane Street
New York
|
-$12.5M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.84M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.49M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$2.75M |
SDVY Hedge Fund Activity: Q2 2024 in Review
339 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2024, worth a combined $3.67B — up 15% from $3.2B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SDVY positions and 22 closed out — a net gain of 37 holders — while 188 added to existing stakes and 68 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $101M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $15.9M sold.
- 339 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2024, up from 307 in Q1 2024.
- Funds reported $3.67B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 59 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2024 and 22 closed out, a net change of +37 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2024 was Capital Investment Advisors, an estimated $101M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2024 was Global Assets Advisory, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2024.