First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
36 hedge funds and large institutions have $102M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
14% more capital invested
Capital invested by funds: $89.6M → $102M (+$12.1M)
13% more funds holding
Funds holding: 32 → 36 (+4)
6.45% more ownership
Funds ownership: 76.28% → 82.73% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.4M |
| 2 |
Morgan Stanley
New York
|
+$2.12M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.37M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$709K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$3.39M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.41M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$991K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$855K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$156K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citadel Advisors
Miami,
Florida
| $205K | -$155K | -5,865 | -44% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $170K | +$40.7K | +1,538 | +33% |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $111K | +$3.07K | +116 | +3% |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $110K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $51K | -$14.7K | -553 | -23% |
|
31
Wells Fargo
San Francisco,
California
| $47K | +$45.4K | +1,712 | New |
|
|
AWA
32
Arkadios Wealth Advisors
Atlanta,
Georgia
| $45K | +$53 | +2 | +0.1% |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $30K | +$29.3K | +1,105 | New |
|
|
MIFH
34
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $19K | – | – | – |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $6K | +$2.07K | +78 | +49% |
|
36
Fidelity Investments
Boston,
Massachusetts
| $4K | – | – | – |
|
|
37
Stifel Financial
St. Louis,
Missouri
| – | -$991K | -40,079 | Closed |
|
|
DWP
38
Destiny Wealth Partners
Tavares,
Florida
| – | -$38K | -1,544 | Closed |
|
DVOL Hedge Fund Activity: Q2 2021 in Review
36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q2 2021, worth a combined $102M — up 14% from $89.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DVOL positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.4M. The largest seller was Harvest Group Wealth Management, cutting an estimated $3.39M.
- 36 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q2 2021, up from 32 in Q1 2021.
- Funds reported $102M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q2 2021, up 14% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q2 2021 and 2 closed out, a net change of +4 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q2 2021 was LPL Financial, an estimated $3.4M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q2 2021 was Harvest Group Wealth Management, an estimated $3.39M sold.
Based on aggregated 13F filings for Q2 2021.