First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
36 hedge funds and large institutions have $111M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.
53% more capital invested
Capital invested by funds: $72.3M → $111M (+$38.4M)
21.56% more ownership
Funds ownership: 59.69% → 81.24% (+22%)
3% less funds holding
Funds holding: 37 → 36 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$1.33M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$708K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$656K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$558K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.85M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.58M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$948K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$750K |
DVOL Hedge Fund Activity: Q4 2021 in Review
36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q4 2021, worth a combined $111M — up 53% from $72.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DVOL and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.
The largest buyer was Braun-Bostich & Associates, opening a new position worth an estimated $1.33M. The largest seller was LPL Financial, cutting an estimated $2.85M.
- 36 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q4 2021, down from 37 in Q3 2021.
- Funds reported $111M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q4 2021, up 53% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q4 2021 and 5 closed out, a net change of -1 holder.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q4 2021 was Braun-Bostich & Associates, an estimated $1.33M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q4 2021 was LPL Financial, an estimated $2.85M sold.
Based on aggregated 13F filings for Q4 2021.