First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
473 hedge funds and large institutions have $6.21B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 233 increasing their positions, 150 reducing their positions, and 53 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 150
4% more capital invested
Capital invested by funds: $5.96B → $6.21B (+$250M)
0.27% more ownership
Funds ownership: 76.07% → 76.34% (+0.27%)
2% less funds holding
Funds holding: 484 → 473 (-11)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
13% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$78.5M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$15M |
| 3 |
RIS
Richmond Investment Services
Mequon,
Wisconsin
|
+$9.55M |
| 4 |
PNC
Park National Corp
Newark,
Ohio
|
+$9.34M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$42.4M |
| 2 |
SPWG
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
-$19.6M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$17.7M |
| 4 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$16.6M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$16M |
SDVY Hedge Fund Activity: Q2 2025 in Review
473 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q2 2025, worth a combined $6.21B — up 4.2% from $5.96B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of SDVY and 46 opened new positions — a net loss of 7 holders — while 150 trimmed existing stakes and 233 added.
The largest buyer was Harbour Investments, adding an estimated $78.5M. The largest seller was Wells Fargo, cutting an estimated $42.4M.
- 473 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q2 2025, down from 484 in Q1 2025.
- Funds reported $6.21B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q2 2025, up 4.2% quarter-over-quarter.
- 46 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q2 2025 and 53 closed out, a net change of -7 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q2 2025 was Harbour Investments, an estimated $78.5M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q2 2025 was Wells Fargo, an estimated $42.4M sold.
Based on aggregated 13F filings for Q2 2025.