First Trust DorseyWright DALI 1 ETF
DALI
17 hedge funds and large institutions have $104M invested in First Trust DorseyWright DALI 1 ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.
51% more capital invested
Capital invested by funds: $69.2M → $104M (+$34.9M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more funds holding
Funds holding: 16 → 17 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.51% less ownership
Funds ownership: 97.04% → 96.53% (-0.51%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$32.9M |
| 2 |
V
Veritable
Wilmington,
Delaware
|
+$1.47M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.28M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.28M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$40.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.25M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.07M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$451K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$236K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$45.5K |
DALI Hedge Fund Activity: Q2 2021 in Review
17 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in First Trust DorseyWright DALI 1 ETF (DALI) for Q2 2021, worth a combined $104M — up 51% from $69.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DALI positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Strid Group, adding an estimated $32.9M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $2.25M sold.
- 17 institutional investors held First Trust DorseyWright DALI 1 ETF (DALI) as of Q2 2021, up from 16 in Q1 2021.
- Funds reported $104M of First Trust DorseyWright DALI 1 ETF stock for Q2 2021, up 51% quarter-over-quarter.
- 5 funds opened new First Trust DorseyWright DALI 1 ETF positions in Q2 2021 and 4 closed out, a net change of +1 holder.
- The largest First Trust DorseyWright DALI 1 ETF buyer in Q2 2021 was Strid Group, an estimated $32.9M added.
- The largest First Trust DorseyWright DALI 1 ETF seller in Q2 2021 was Raymond James & Associates, an estimated $2.25M sold.
Based on aggregated 13F filings for Q2 2021.