First Trust Dorsey Wright Momentum & Value ETF
DVLU
17 hedge funds and large institutions have $20.8M invested in First Trust Dorsey Wright Momentum & Value ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.
2.53% less ownership
Funds ownership: 85.17% → 82.63% (-2.5%)
6% less capital invested
Capital invested by funds: $22M → $20.8M (-$1.25M)
15% less funds holding
Funds holding: 20 → 17 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.63M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$426K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$367K |
| 4 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
+$63.1K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$53.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$885K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$867K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$835K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$641K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$585K |
DVLU Hedge Fund Activity: Q4 2021 in Review
17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q4 2021, worth a combined $20.8M — down 5.6% from $22M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DVLU and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 3 added.
The largest buyer was Advisor Resource Council, opening a new position worth an estimated $1.63M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $885K sold.
- 17 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q4 2021, down from 20 in Q3 2021.
- Funds reported $20.8M of First Trust Dorsey Wright Momentum & Value ETF stock for Q4 2021, down 5.6% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q4 2021 and 6 closed out, a net change of -2 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q4 2021 was Advisor Resource Council, an estimated $1.63M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $885K sold.
Based on aggregated 13F filings for Q4 2021.