First Trust Dorsey Wright Momentum & Value ETF
DVLU
16 hedge funds and large institutions have $16.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
23% more funds holding
Funds holding: 13 → 16 (+3)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
30.57% less ownership
Funds ownership: 82.22% → 51.66% (-31%)
96% less capital inflows, than outflows
Capital inflows: $433K | Capital outflows: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$232K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$100K |
| 3 |
Harbour Investments
Madison,
Wisconsin
|
+$77.3K |
| 4 |
LPL Financial
San Diego,
California
|
+$10.6K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.6M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$329K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$89.7K |
| 5 |
Private Advisory Group
Redmond,
Washington
|
-$21.5K |
DVLU Hedge Fund Activity: Q3 2024 in Review
16 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q3 2024, worth a combined $16.7M — down 34% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DVLU positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $232K. The largest seller was Commonwealth Equity Services, cutting an estimated $9.6M.
- 16 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q3 2024, up from 13 in Q2 2024.
- Funds reported $16.7M of First Trust Dorsey Wright Momentum & Value ETF stock for Q3 2024, down 34% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $232K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $9.6M sold.
Based on aggregated 13F filings for Q3 2024.