First Trust Dorsey Wright Momentum & Value ETF
DVLU
17 hedge funds and large institutions have $22.8M invested in First Trust Dorsey Wright Momentum & Value ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
37% more capital invested
Capital invested by funds: $16.7M → $22.8M (+$6.12M)
26.74% more ownership
Funds ownership: 51.66% → 78.4% (+27%)
6% more funds holding
Funds holding: 16 → 17 (+1)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$406K |
| 2 |
LPL Financial
San Diego,
California
|
+$244K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$224K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$58K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$7.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.58M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$521K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$169K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$165K |
| 5 |
Goldman Sachs
New York
|
-$91.4K |
DVLU Hedge Fund Activity: Q4 2024 in Review
17 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q4 2024, worth a combined $22.8M — up 37% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DVLU positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $406K. The largest seller was Private Advisory Group, cutting an estimated $2.58M.
- 17 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q4 2024, up from 16 in Q3 2024.
- Funds reported $22.8M of First Trust Dorsey Wright Momentum & Value ETF stock for Q4 2024, up 37% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q4 2024 was Citadel Advisors, an estimated $406K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q4 2024 was Private Advisory Group, an estimated $2.58M sold.
Based on aggregated 13F filings for Q4 2024.