First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
36 hedge funds and large institutions have $49.3M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
13% more funds holding
Funds holding: 32 → 36 (+4)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
2.99% less ownership
Funds ownership: 72.4% → 69.42% (-3%)
16% less capital invested
Capital invested by funds: $59M → $49.3M (-$9.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.18M |
| 2 |
Goldman Sachs
New York
|
+$519K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$218K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$201K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$14.8M |
| 2 |
Morgan Stanley
New York
|
-$722K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$700K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$658K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$431K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $45K | – | – | – |
|
|
FCA
27
FinTrust Capital Advisors
Greenville,
South Carolina
| $43.9K | – | – | – |
|
|
DWP
28
Destiny Wealth Partners
Tavares,
Florida
| $40.6K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $29K | +$28.6K | +1,105 | New |
|
|
IGWM
30
ICA Group Wealth Management
Denver,
Colorado
| $19.7K | +$19.4K | +750 | New |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $19K | +$4.53K | +175 | +32% |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $3.29K | – | – | – |
|
|
MCC
33
Money Concepts Capital
Palm Beach Gardens,
Florida
| $3.05K | +$3K | +116 | New |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
RFA
35
Register Financial Advisors
Atlanta,
Georgia
| $2.63K | +$2.59K | +100 | New |
|
36
Fidelity Investments
Boston,
Massachusetts
| $2.34K | -$1.71K | -66 | -43% |
|
|
FTUS
37
Flow Traders U.S.
New York
| – | -$431K | -17,983 | Closed |
|
DVOL Hedge Fund Activity: Q4 2022 in Review
36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q4 2022, worth a combined $49.3M — down 16% from $59M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DVOL positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Silver Oak Securities, opening a new position worth an estimated $1.18M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $14.8M.
- 36 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $49.3M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q4 2022, down 16% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q4 2022 was Silver Oak Securities, an estimated $1.18M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2022.