First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
136 hedge funds and large institutions have $616M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 68 increasing their positions, 12 reducing their positions, and 5 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 5
467% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 12
112% more capital invested
Capital invested by funds: $291M → $616M (+$326M)
56% more funds holding
Funds holding: 87 → 136 (+49)
5.45% more ownership
Funds ownership: 66.25% → 71.71% (+5.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$49.3M |
| 2 |
Morgan Stanley
New York
|
+$39.9M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$28.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.1M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.43M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$793K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$645K |
| 4 |
WSC
Wellington Shields & Co
New York
|
-$446K |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$442K |
SDVY Hedge Fund Activity: Q1 2022 in Review
136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2022, worth a combined $616M — up 112% from $291M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SDVY positions and 5 closed out — a net gain of 50 holders — while 68 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $49.3M. The largest seller was Independent Advisor Alliance, cutting an estimated $1.43M.
- 136 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2022, up from 87 in Q4 2021.
- Funds reported $616M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2022, up 112% quarter-over-quarter.
- 55 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2022 and 5 closed out, a net change of +50 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q1 2022 was LPL Financial, an estimated $49.3M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2022 was Independent Advisor Alliance, an estimated $1.43M sold.
Based on aggregated 13F filings for Q1 2022.