First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
3 hedge funds and large institutions have $344K invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $310K → $344K (+$34K)
6.77% less ownership
Funds ownership: 14.95% → 8.19% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.56K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$6.3K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $330K | +$16K | +762 | +5% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $7K | +$6.3K | +300 | +517% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $7K | +$7.56K | +360 | New |
|
SDVY Hedge Fund Activity: Q2 2018 in Review
3 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2018, worth a combined $344K — up 11% from $310K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SDVY positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $16K.
- 3 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2018, up from 2 in Q1 2018.
- Funds reported $344K of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2018, up 11% quarter-over-quarter.
- 1 fund opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2018 and 0 closed out, a net change of +1 holder.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2018 was Royal Bank of Canada, an estimated $16K added.
Based on aggregated 13F filings for Q2 2018.