First Trust Dorsey Wright Momentum & Value ETF
DVLU
17 hedge funds and large institutions have $23.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more funds holding
Funds holding: 16 → 17 (+1)
5% more capital invested
Capital invested by funds: $22.7M → $23.7M (+$1.06M)
0.28% less ownership
Funds ownership: 79.75% → 79.47% (-0.28%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$539K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$160K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$42K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$41K |
| 5 |
Goldman Sachs
New York
|
+$281 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$423K |
| 2 |
VWS
Virtus Wealth Solutions
Cranford,
New Jersey
|
-$121K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$104K |
| 4 |
LPL Financial
San Diego,
California
|
-$55.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$49.7K |
DVLU Hedge Fund Activity: Q2 2025 in Review
17 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q2 2025, worth a combined $23.7M — up 4.7% from $22.7M 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 8 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $539K. The largest seller was Private Advisory Group, cutting an estimated $423K.
- 17 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q2 2025, up from 16 in Q1 2025.
- Funds reported $23.7M of First Trust Dorsey Wright Momentum & Value ETF stock for Q2 2025, up 4.7% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $539K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q2 2025 was Private Advisory Group, an estimated $423K sold.
Based on aggregated 13F filings for Q2 2025.