First Trust Dorsey Wright Momentum & Value ETF
DVLU
11 hedge funds and large institutions have $14.8M invested in First Trust Dorsey Wright Momentum & Value ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.
1.07% less ownership
Funds ownership: 77.41% → 76.34% (-1.1%)
11% less capital invested
Capital invested by funds: $16.7M → $14.8M (-$1.87M)
15% less funds holding
Funds holding: 13 → 11 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$325K |
| 2 |
Jane Street
New York
|
+$305K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.57K |
| 4 |
AWM
Accel Wealth Management
Waverly,
Iowa
|
+$179 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$568K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$511K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$282K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$158K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$143K |
DVLU Hedge Fund Activity: Q3 2022 in Review
11 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q3 2022, worth a combined $14.8M — down 11% from $16.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DVLU and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $325K. The largest seller was Citadel Advisors, exiting entirely with an estimated $568K sold.
- 11 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q3 2022, down from 13 in Q2 2022.
- Funds reported $14.8M of First Trust Dorsey Wright Momentum & Value ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q3 2022 and 4 closed out, a net change of -2 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $325K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q3 2022 was Citadel Advisors, an estimated $568K sold.
Based on aggregated 13F filings for Q3 2022.