First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
403 hedge funds and large institutions have $4.83B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 220 increasing their positions, 71 reducing their positions, and 18 closing their positions.
378% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 18
210% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 71
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
31% more capital invested
Capital invested by funds: $3.67B → $4.83B (+$1.15B)
19% more funds holding
Funds holding: 339 → 403 (+64)
1% less ownership
Funds ownership: 80.38% → 79.39% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$91.8M |
| 2 |
Morgan Stanley
New York
|
+$87.1M |
| 3 |
PNC
Park National Corp
Newark,
Ohio
|
+$65.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$54.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCIM
Gunn & Company Investment Management
Jacksonville,
Florida
|
-$30.1M |
| 2 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$5.62M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
-$4.05M |
| 4 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$3.49M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.85M |
SDVY Hedge Fund Activity: Q3 2024 in Review
403 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q3 2024, worth a combined $4.83B — up 31% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SDVY positions and 18 closed out — a net gain of 68 holders — while 220 added to existing stakes and 71 trimmed.
The largest buyer was LPL Financial, adding an estimated $91.8M. The largest seller was Gunn & Company Investment Management, cutting an estimated $30.1M.
- 403 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q3 2024, up from 339 in Q2 2024.
- Funds reported $4.83B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q3 2024, up 31% quarter-over-quarter.
- 86 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q3 2024 and 18 closed out, a net change of +68 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q3 2024 was LPL Financial, an estimated $91.8M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q3 2024 was Gunn & Company Investment Management, an estimated $30.1M sold.
Based on aggregated 13F filings for Q3 2024.