First Trust Dorsey Wright Momentum & Value ETF
DVLU
15 hedge funds and large institutions have $18M invested in First Trust Dorsey Wright Momentum & Value ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 0 closing their positions.
88% more funds holding
Funds holding: 8 → 15 (+7)
18% more capital invested
Capital invested by funds: $15.2M → $18M (+$2.75M)
4.77% less ownership
Funds ownership: 94.1% → 89.33% (-4.8%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.31M |
| 2 |
CA
Calton & Associates
Tampa,
Florida
|
+$1.11M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$315K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$226K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.3M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$529K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$165K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.7K |
DVLU Hedge Fund Activity: Q1 2021 in Review
15 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q1 2021, worth a combined $18M — up 18% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DVLU positions and 0 closed out — a net gain of 7 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $1.31M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.3M.
- 15 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $18M of First Trust Dorsey Wright Momentum & Value ETF stock for Q1 2021, up 18% quarter-over-quarter.
- 7 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q1 2021 and 0 closed out, a net change of +7 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q1 2021 was Osaic Holdings, an estimated $1.31M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q1 2021 was Commonwealth Equity Services, an estimated $2.3M sold.
Based on aggregated 13F filings for Q1 2021.