First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
41 hedge funds and large institutions have $82.6M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,500% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 1
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
334% more capital invested
Capital invested by funds: $19M → $82.6M (+$63.5M)
86% more funds holding
Funds holding: 22 → 41 (+19)
16.07% more ownership
Funds ownership: 55.79% → 71.85% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$11.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.44M |
| 3 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$7.19M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.72M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| 2 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$776K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$569K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$28.4K |
SDVY Hedge Fund Activity: Q2 2021 in Review
41 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2021, worth a combined $82.6M — up 334% from $19M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SDVY positions and 3 closed out — a net gain of 19 holders — while 16 added to existing stakes and 1 trimmed.
The largest buyer was Stifel Financial, adding an estimated $11.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.16M sold.
- 41 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2021, up from 22 in Q1 2021.
- Funds reported $82.6M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2021, up 334% quarter-over-quarter.
- 22 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2021 and 3 closed out, a net change of +19 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2021 was Stifel Financial, an estimated $11.6M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2021 was Citadel Advisors, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2021.