First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
165 hedge funds and large institutions have $742M invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 47 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
79% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 47
12% more capital invested
Capital invested by funds: $663M → $742M (+$79.1M)
6% more funds holding
Funds holding: 155 → 165 (+10)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less ownership
Funds ownership: 70.17% → 69.17% (-1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $123K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.4M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$6.08M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.03M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.42M |
| 2 |
Jane Street
New York
|
-$7.46M |
| 3 |
Morgan Stanley
New York
|
-$7.19M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.46M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.56M |
SDVY Hedge Fund Activity: Q1 2023 in Review
165 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q1 2023, worth a combined $742M — up 12% from $663M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SDVY positions and 12 closed out — a net gain of 12 holders — while 84 added to existing stakes and 47 trimmed.
The largest buyer was LPL Financial, adding an estimated $19.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $8.42M.
- 165 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q1 2023, up from 155 in Q4 2022.
- Funds reported $742M of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 24 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q1 2023 and 12 closed out, a net change of +12 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q1 2023 was LPL Financial, an estimated $19.1M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $8.42M sold.
Based on aggregated 13F filings for Q1 2023.