First Trust Dorsey Wright Momentum & Value ETF
DVLU
5 hedge funds and large institutions have $10.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
8% less capital invested
Capital invested by funds: $11.7M → $10.7M (-$979K)
9.15% less ownership
Funds ownership: 108.93% → 99.78% (-9.2%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.91M |
| 2 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$3.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$867K |
| 2 |
Jane Street
New York
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
MML Investors Services
Springfield,
Massachusetts
| $9.47M | +$2.91M | +165,235 | +37% |
|
|
2
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $780K | -$867K | -49,274 | -49% |
|
|
3
Jane Street
New York
| $422K | -$296K | -16,844 | -37% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $53K | – | – | – |
|
|
CWA
5
Clarus Wealth Advisors
Peoria,
Arizona
| $3K | +$3.52K | +200 | New |
|
DVLU Hedge Fund Activity: Q4 2018 in Review
5 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q4 2018, worth a combined $10.7M — down 8.4% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new DVLU positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was MML Investors Services, adding an estimated $2.91M. The largest seller was Deutsche Bank, cutting an estimated $867K.
- 5 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q4 2018, up from 4 in Q3 2018.
- Funds reported $10.7M of First Trust Dorsey Wright Momentum & Value ETF stock for Q4 2018, down 8.4% quarter-over-quarter.
- 1 fund opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q4 2018 and 0 closed out, a net change of +1 holder.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q4 2018 was MML Investors Services, an estimated $2.91M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q4 2018 was Deutsche Bank, an estimated $867K sold.
Based on aggregated 13F filings for Q4 2018.