First Trust Dorsey Wright Momentum & Value ETF
DVLU
13 hedge funds and large institutions have $19.1M invested in First Trust Dorsey Wright Momentum & Value ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
44% more funds holding
Funds holding: 9 → 13 (+4)
22% more capital invested
Capital invested by funds: $15.6M → $19.1M (+$3.51M)
4.33% more ownership
Funds ownership: 80.58% → 84.92% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.75M |
| 2 |
Goldman Sachs
New York
|
+$460K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$243K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$128K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$90K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$158K |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$30.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
MML Investors Services
Springfield,
Massachusetts
| $14.8M | +$128K | +6,696 | +0.9% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.8M | +$1.75M | +91,741 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $646K | -$158K | -8,248 | -20% |
|
|
PAG
4
Private Advisory Group
Redmond,
Washington
| $531K | -$30.8K | -1,608 | -6% |
|
|
5
Goldman Sachs
New York
| $471K | +$460K | +24,058 | New |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $301K | +$90K | +4,707 | +44% |
|
|
SPC
7
Sigma Planning Corp
Ann Arbor,
Michigan
| $249K | +$243K | +12,714 | New |
|
|
PFS
8
Prospera Financial Services
Dallas,
Texas
| $237K | – | – | – |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $69K | – | – | – |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $13K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $5K | +$4.97K | +260 | New |
|
12
UBS Group
Zurich,
Switzerland
| $3K | +$1.51K | +79 | +100% |
|
DVLU Hedge Fund Activity: Q4 2019 in Review
13 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q4 2019, worth a combined $19.1M — up 22% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DVLU positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $1.75M. The largest seller was Citadel Advisors, cutting an estimated $158K.
- 13 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q4 2019, up from 9 in Q3 2019.
- Funds reported $19.1M of First Trust Dorsey Wright Momentum & Value ETF stock for Q4 2019, up 22% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q4 2019 and 0 closed out, a net change of +4 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q4 2019 was Bank of America, an estimated $1.75M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q4 2019 was Citadel Advisors, an estimated $158K sold.
Based on aggregated 13F filings for Q4 2019.