First Trust Dorsey Wright Momentum & Value ETF
DVLU
17 hedge funds and large institutions have $23.4M invested in First Trust Dorsey Wright Momentum & Value ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
13% more capital invested
Capital invested by funds: $20.8M → $23.4M (+$2.6M)
0.5% more ownership
Funds ownership: 82.63% → 83.13% (+0.5%)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$2.96M |
| 2 |
Jane Street
New York
|
+$936K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$757K |
| 4 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
+$104K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$84.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$333K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$303K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$301K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$160K |
DVLU Hedge Fund Activity: Q1 2022 in Review
17 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q1 2022, worth a combined $23.4M — up 13% from $20.8M a quarter earlier.
Fund positioning in DVLU was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Ahrens Investment Partners, adding an estimated $2.96M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $1.66M sold.
- 17 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $23.4M of First Trust Dorsey Wright Momentum & Value ETF stock for Q1 2022, up 13% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q1 2022 and 2 closed out, a net change of 0 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q1 2022 was Ahrens Investment Partners, an estimated $2.96M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q1 2022 was Advisor Resource Council, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2022.