First Trust Dorsey Wright Momentum & Value ETF
DVLU
14 hedge funds and large institutions have $3.65M invested in First Trust Dorsey Wright Momentum & Value ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more funds holding
Funds holding: 12 → 14 (+2)
2.42% more ownership
Funds ownership: 80.13% → 82.55% (+2.4%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
78% less capital invested
Capital invested by funds: $16.9M → $3.65M (-$13.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$365K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$326K |
| 3 |
LPL Financial
San Diego,
California
|
+$208K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$172K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$52.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.46M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$47.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$41K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$12.7K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11.6K |
DVLU Hedge Fund Activity: Q1 2023 in Review
14 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q1 2023, worth a combined $3.65M — down 78% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DVLU positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $365K. The largest seller was Private Advisory Group, cutting an estimated $1.46M.
- 14 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q1 2023, up from 12 in Q4 2022.
- Funds reported $3.65M of First Trust Dorsey Wright Momentum & Value ETF stock for Q1 2023, down 78% quarter-over-quarter.
- 3 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q1 2023 was Goldman Sachs, an estimated $365K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q1 2023 was Private Advisory Group, an estimated $1.46M sold.
Based on aggregated 13F filings for Q1 2023.