First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
32 hedge funds and large institutions have $85.8M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
23% more funds holding
Funds holding: 26 → 32 (+6)
0% more capital invested
Capital invested by funds: $85.4M → $85.8M (+$413K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.51% less ownership
Funds ownership: 96.48% → 86.97% (-9.5%)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$696K |
| 2 |
Goldman Sachs
New York
|
+$667K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$554K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$412K |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.19M |
| 3 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$2.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$265K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$150K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $78K | – | – | – |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $61.8K | -$6.97K | -355 | -10% |
|
|
CAN
28
Cetera Advisor Networks
El Segundo,
California
| $32K | +$30.3K | +1,545 | New |
|
29
UBS Group
Zurich,
Switzerland
| $16K | +$15.4K | +784 | New |
|
|
AWA
30
Arkadios Wealth Advisors
Atlanta,
Georgia
| $14.1K | – | – | – |
|
|
PAG
31
Private Advisor Group
Morristown,
New Jersey
| $10K | +$9.42K | +480 | New |
|
32
Fidelity Investments
Boston,
Massachusetts
| $2K | +$2.32K | +118 | New |
|
|
EWM
33
EPG Wealth Management
Atlanta,
Georgia
| – | -$62K | -3,449 | Closed |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| – | -$20K | -1,105 | Closed |
|
|
HIA
35
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$7K | -400 | Closed |
|
DVOL Hedge Fund Activity: Q2 2020 in Review
32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q2 2020, worth a combined $85.8M — up 0.48% from $85.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DVOL positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $696K. The largest seller was Bank of America, cutting an estimated $5.81M.
- 32 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q2 2020, up from 26 in Q1 2020.
- Funds reported $85.8M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q2 2020, up 0.48% quarter-over-quarter.
- 9 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q2 2020 and 3 closed out, a net change of +6 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q2 2020 was Morgan Stanley, an estimated $696K added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q2 2020 was Bank of America, an estimated $5.81M sold.
Based on aggregated 13F filings for Q2 2020.