First Trust Dorsey Wright Momentum & Value ETF
DVLU
17 hedge funds and large institutions have $25M invested in First Trust Dorsey Wright Momentum & Value ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
5.12% less ownership
Funds ownership: 79.47% → 74.35% (-5.1%)
22% less capital inflows, than outflows
Capital inflows: $5.74M | Capital outflows: $7.32M
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$374K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$355K |
| 4 |
Private Advisory Group
Redmond,
Washington
|
+$90.3K |
| 5 |
Goldman Sachs
New York
|
+$17.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.25M |
| 2 |
Farther Finance Advisors
San Francisco,
California
|
-$339K |
| 3 |
Virtus Wealth Solutions
Cranford,
New Jersey
|
-$301K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$201K |
| 5 |
LPL Financial
San Diego,
California
|
-$139K |
DVLU Hedge Fund Activity: Q3 2025 in Review
17 of the 7,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q3 2025, worth a combined $25M — up 5.3% from $23.7M a quarter earlier.
Fund positioning in DVLU was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 8 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $4.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.25M.
- 17 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $25M of First Trust Dorsey Wright Momentum & Value ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
- 1 fund opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q3 2025 was Osaic Holdings, an estimated $4.9M added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $6.25M sold.
Based on aggregated 13F filings for Q3 2025.