First Trust Dorsey Wright Momentum & Value ETF
DVLU
13 hedge funds and large institutions have $16.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
5.73% less ownership
Funds ownership: 83.13% → 77.41% (-5.7%)
24% less funds holding
Funds holding: 17 → 13 (-4)
29% less capital invested
Capital invested by funds: $23.4M → $16.7M (-$6.73M)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$838K |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$150K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$118K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$74.8K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$25.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$2.9M |
| 2 |
Jane Street
New York
|
-$948K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$428K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$157K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$101K |
DVLU Hedge Fund Activity: Q2 2022 in Review
13 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q2 2022, worth a combined $16.7M — down 29% from $23.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DVLU and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $838K. The largest seller was Ahrens Investment Partners, cutting an estimated $2.9M.
- 13 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q2 2022, down from 17 in Q1 2022.
- Funds reported $16.7M of First Trust Dorsey Wright Momentum & Value ETF stock for Q2 2022, down 29% quarter-over-quarter.
- 1 fund opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q2 2022 and 5 closed out, a net change of -4 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q2 2022 was Susquehanna International Group, an estimated $838K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q2 2022 was Ahrens Investment Partners, an estimated $2.9M sold.
Based on aggregated 13F filings for Q2 2022.