First Trust Dorsey Wright Momentum & Value ETF
DVLU
17 hedge funds and large institutions have $32.9M invested in First Trust Dorsey Wright Momentum & Value ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.
9% more capital invested
Capital invested by funds: $30M → $32.9M (+$2.84M)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.08% less ownership
Funds ownership: 73.14% → 72.06% (-1.1%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$857K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$646K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$114K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$33.2K |
| 5 |
Morgan Stanley
New York
|
+$38 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$931K |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$862K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$585K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$489K |
| 5 |
VWS
Virtus Wealth Solutions
Cranford,
New Jersey
|
-$407K |
DVLU Hedge Fund Activity: Q2 2026 in Review
17 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q2 2026, worth a combined $32.9M — up 9.4% from $30M a quarter earlier.
Fund positioning in DVLU was balanced in Q2 2026: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $857K. The largest seller was Cetera Investment Advisers, cutting an estimated $931K.
- 17 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $32.9M of First Trust Dorsey Wright Momentum & Value ETF stock for Q2 2026, up 9.4% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q2 2026 and 2 closed out, a net change of 0 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q2 2026 was LPL Financial, an estimated $857K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q2 2026 was Cetera Investment Advisers, an estimated $931K sold.
Based on aggregated 13F filings for Q2 2026.