First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
147 hedge funds and large institutions have $555M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 13 closing their positions.
97% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 38
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
8% more funds holding
Funds holding: 136 → 147 (+11)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.75% less ownership
Funds ownership: 71.71% → 69.96% (-1.7%)
10% less capital invested
Capital invested by funds: $616M → $555M (-$61.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.85M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.99M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.68M |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.37M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$8.47M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$5.07M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.35M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.26M |
SDVY Hedge Fund Activity: Q2 2022 in Review
147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2022, worth a combined $555M — down 9.9% from $616M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SDVY positions and 13 closed out — a net gain of 12 holders — while 75 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was AE Wealth Management, cutting an estimated $9.37M.
- 147 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2022, up from 136 in Q1 2022.
- Funds reported $555M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2022, down 9.9% quarter-over-quarter.
- 25 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2022 and 13 closed out, a net change of +12 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2022 was Morgan Stanley, an estimated $10.4M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2022 was AE Wealth Management, an estimated $9.37M sold.
Based on aggregated 13F filings for Q2 2022.