First Trust Dorsey Wright Momentum & Value ETF
DVLU
22 hedge funds and large institutions have $25.6M invested in First Trust Dorsey Wright Momentum & Value ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
47% more funds holding
Funds holding: 15 → 22 (+7)
43% more capital invested
Capital invested by funds: $18M → $25.6M (+$7.65M)
36.14% less ownership
Funds ownership: 89.33% → 53.19% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.73M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.71M |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$528K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$522K |
| 5 |
LFF
Level Four Financial
Dallas,
Texas
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$534K |
| 2 |
CA
Calton & Associates
Tampa,
Florida
|
-$173K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$89.1K |
DVLU Hedge Fund Activity: Q2 2021 in Review
22 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q2 2021, worth a combined $25.6M — up 43% from $18M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DVLU positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.73M. The largest seller was Goldman Sachs, exiting entirely with an estimated $534K sold.
- 22 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q2 2021, up from 15 in Q1 2021.
- Funds reported $25.6M of First Trust Dorsey Wright Momentum & Value ETF stock for Q2 2021, up 43% quarter-over-quarter.
- 8 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q2 2021 and 1 closed out, a net change of +7 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $1.73M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q2 2021 was Goldman Sachs, an estimated $534K sold.
Based on aggregated 13F filings for Q2 2021.