First Trust Dorsey Wright Momentum & Value ETF
DVLU
8 hedge funds and large institutions have $14.6M invested in First Trust Dorsey Wright Momentum & Value ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
36% more capital invested
Capital invested by funds: $10.7M → $14.6M (+$3.87M)
8.39% less ownership
Funds ownership: 99.78% → 91.39% (-8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.41M |
| 2 |
Jane Street
New York
|
+$238K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$213K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$208K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$78.4K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
MML Investors Services
Springfield,
Massachusetts
| $12.4M | +$1.41M | +81,108 | +13% |
|
|
2
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $980K | +$78.4K | +4,497 | +9% |
|
|
3
Jane Street
New York
| $744K | +$238K | +13,661 | +48% |
|
|
PFS
4
Prospera Financial Services
Dallas,
Texas
| $218K | +$208K | +11,943 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $217K | +$213K | +12,217 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $63K | – | – | – |
|
|
CWA
7
Clarus Wealth Advisors
Peoria,
Arizona
| $9K | +$5.23K | +300 | +150% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | +$6.28K | +360 | New |
|
DVLU Hedge Fund Activity: Q1 2019 in Review
8 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q1 2019, worth a combined $14.6M — up 36% from $10.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DVLU positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was MML Investors Services, adding an estimated $1.41M.
- 8 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q1 2019, up from 5 in Q4 2018.
- Funds reported $14.6M of First Trust Dorsey Wright Momentum & Value ETF stock for Q1 2019, up 36% quarter-over-quarter.
- 3 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q1 2019 and 0 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q1 2019 was MML Investors Services, an estimated $1.41M added.
Based on aggregated 13F filings for Q1 2019.