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First Trust Dorsey Wright Momentum & Value ETF
DVLU

13 hedge funds and large institutions have $25.4M invested in First Trust Dorsey Wright Momentum & Value ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

23% more capital invested

Capital invested by funds: $20.7M → $25.4M (+$4.7M)

18% more funds holding

Funds holding: 11 → 13 (+2)

1.52% more ownership

Funds ownership: 80.71% → 82.22% (+1.5%)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisory Group
Washington
+$2.77M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.05M
3
Goldman Sachs
Goldman Sachs
New York
+$827K
4
LPL Financial
LPL Financial
California
+$541K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$365K

Top Sellers

Rank Fund Capital Flow
1
AWM
Accel Wealth Management
Iowa
-$3.04K
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.6M +$61.7K +2,150 +0.4%
PAG
2
Private Advisory Group
Washington
$3.58M +$2.77M +96,601 +310%
Goldman Sachs
3
Goldman Sachs
New York
$1.19M +$827K +28,843 +213%
LPL Financial
4
LPL Financial
California
$1.17M +$541K +18,841 +83%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.02M +$1.05M +36,441 New
Citadel Advisors
6
Citadel Advisors
Florida
$707K +$334K +11,660 +86%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$557K +$18.7K +652 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$482K +$17.1K +597 +4%
AWM
9
Accel Wealth Management
Iowa
$428K -$3.04K -106 -0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$357K +$365K +12,740 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$281K +$288K +10,033 New
GRP
12
Global Retirement Partners
California
$1.4K – – –
Morgan Stanley
13
Morgan Stanley
New York
$52 – – –
Wells Fargo
14
Wells Fargo
California
$6 – – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
– -$30 -1 Closed

DVLU Hedge Fund Activity: Q2 2024 in Review

13 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q2 2024, worth a combined $25.4M — up 23% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DVLU positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Private Advisory Group, adding an estimated $2.77M. The largest seller was Accel Wealth Management, cutting an estimated $3.04K.

  • 13 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q2 2024, up from 11 in Q1 2024.
  • Funds reported $25.4M of First Trust Dorsey Wright Momentum & Value ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 3 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
  • The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q2 2024 was Private Advisory Group, an estimated $2.77M added.
  • The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q2 2024 was Accel Wealth Management, an estimated $3.04K sold.

Based on aggregated 13F filings for Q2 2024.