First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
25 hedge funds and large institutions have $42M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.
4.04% more ownership
Funds ownership: 69.05% → 73.09% (+4%)
0% more capital invested
Capital invested by funds: $41.9M → $42M (+$27.1K)
4% less funds holding
Funds holding: 26 → 25 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$495K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$383K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$338K |
| 5 |
LPL Financial
San Diego,
California
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.88M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$676K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$371K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$371K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$318K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
MML Investors Services
Springfield,
Massachusetts
| – | -$371K | -14,053 | Closed |
|
|
FCA
27
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$43.9K | -1,670 | Closed |
|
|
IGWM
28
ICA Group Wealth Management
Denver,
Colorado
| – | -$19.8K | -750 | Closed |
|
DVOL Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q3 2023, worth a combined $42M — up 0.06% from $41.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DVOL and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 6 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $4.96M. The largest seller was Private Advisory Group, cutting an estimated $1.88M.
- 25 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q3 2023, down from 26 in Q2 2023.
- Funds reported $42M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q3 2023, up 0.06% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q3 2023 and 3 closed out, a net change of -1 holder.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $4.96M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q3 2023 was Private Advisory Group, an estimated $1.88M sold.
Based on aggregated 13F filings for Q3 2023.