First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
503 hedge funds and large institutions have $5.93B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 265 increasing their positions, 75 reducing their positions, and 26 closing their positions.
423% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 26
253% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 75
45% more funds holding in top 10
Funds holding in top 10: 20 → 29 (+9)
25% more funds holding
Funds holding: 404 → 503 (+99)
22% more capital invested
Capital invested by funds: $4.86B → $5.93B (+$1.07B)
1.9% less ownership
Funds ownership: 79.87% → 77.97% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$148M |
| 2 |
Morgan Stanley
New York
|
+$141M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$81.3M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$52.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
Horizon Advisory Services
West Henrietta,
New York
|
-$27.9M |
| 2 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
-$9.12M |
| 3 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$8.33M |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$7.33M |
| 5 |
Goldman Sachs
New York
|
-$3.85M |
SDVY Hedge Fund Activity: Q4 2024 in Review
503 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2024, worth a combined $5.93B — up 22% from $4.86B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new SDVY positions and 26 closed out — a net gain of 110 holders — while 265 added to existing stakes and 75 trimmed.
The largest buyer was LPL Financial, adding an estimated $148M. The largest seller was Horizon Advisory Services, cutting an estimated $27.9M.
- 503 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2024, up from 404 in Q3 2024.
- Funds reported $5.93B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 136 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2024 and 26 closed out, a net change of +110 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2024 was LPL Financial, an estimated $148M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2024 was Horizon Advisory Services, an estimated $27.9M sold.
Based on aggregated 13F filings for Q4 2024.