First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
24 hedge funds and large institutions have $31.7M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 6 closing their positions.
8% less funds holding
Funds holding: 26 → 24 (-2)
15% less capital invested
Capital invested by funds: $37.3M → $31.7M (-$5.59M)
15.44% less ownership
Funds ownership: 80.29% → 64.85% (-15%)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$635K |
| 2 |
LPL Financial
San Diego,
California
|
+$284K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$233K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$229K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$54.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.87M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.83M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$510K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$411K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$395K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPWS
26
Kestra Private Wealth Services
Austin,
Texas
| – | -$395K | -14,455 | Closed |
|
|
UCFA
27
United Capital Financial Advisors
Irving,
Texas
| – | -$364K | -13,322 | Closed |
|
|
FTUS
28
Flow Traders U.S.
New York
| – | -$306K | -11,181 | Closed |
|
29
Goldman Sachs
New York
| – | -$246K | -9,014 | Closed |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| – | -$30.2K | -1,105 | Closed |
|
DVOL Hedge Fund Activity: Q1 2024 in Review
24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q1 2024, worth a combined $31.7M — down 15% from $37.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DVOL and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $635K. The largest seller was Morgan Stanley, cutting an estimated $3.87M.
- 24 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q1 2024, down from 26 in Q4 2023.
- Funds reported $31.7M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q1 2024 and 6 closed out, a net change of -2 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $635K added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.87M sold.
Based on aggregated 13F filings for Q1 2024.