First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
11 hedge funds and large institutions have $2.96M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
30% more capital invested
Capital invested by funds: $2.27M → $2.96M (+$690K)
4.71% more ownership
Funds ownership: 28.95% → 33.66% (+4.7%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$194K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$116K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$100K |
| 4 |
OPA
Old Port Advisors
Portland,
Maine
|
+$33.6K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$200K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$62.4K |
| 3 |
LPL Financial
San Diego,
California
|
-$40K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAIM
1
Financial Advocates Investment Management
Olympia,
Washington
| $705K | +$100K | +6,125 | +18% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $556K | -$62.4K | -3,816 | -11% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $376K | -$200K | -12,203 | -36% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $375K | +$116K | +7,074 | +49% |
|
|
OPA
5
Old Port Advisors
Portland,
Maine
| $293K | +$33.6K | +2,056 | +14% |
|
|
6
LPL Financial
San Diego,
California
| $211K | -$40K | -2,445 | -17% |
|
|
7
Goldman Sachs
New York
| $208K | +$194K | +11,843 | New |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $146K | +$22.5K | +1,375 | +20% |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $83K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $4K | +$3.27K | +200 | New |
|
|
AIC
11
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$9K | -610 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$7K | -518 | Closed |
|
SDVY Hedge Fund Activity: Q2 2020 in Review
11 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2020, worth a combined $2.96M — up 30% from $2.27M a quarter earlier.
Fund positioning in SDVY was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $194K. The largest seller was Susquehanna International Group, cutting an estimated $200K.
- 11 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $2.96M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2020, up 30% quarter-over-quarter.
- 2 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2020 and 2 closed out, a net change of 0 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2020 was Goldman Sachs, an estimated $194K added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2020 was Susquehanna International Group, an estimated $200K sold.
Based on aggregated 13F filings for Q2 2020.