First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
22 hedge funds and large institutions have $26.5M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 7 closing their positions.
14% less capital invested
Capital invested by funds: $30.8M → $26.5M (-$4.22M)
13.91% less ownership
Funds ownership: 65.56% → 51.65% (-14%)
19% less funds holding
Funds holding: 27 → 22 (-5)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$495K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$90.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.3K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$36.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.26M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.43M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 4 |
LPL Financial
San Diego,
California
|
-$266K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| – | -$59.6K | -1,968 | Closed |
|
|
IAIM
27
International Assets Investment Management
Orlando,
Florida
| – | -$24.2K | -800 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$4.48K | -148 | Closed |
|
|
RFA
29
Register Financial Advisors
Atlanta,
Georgia
| – | -$3.03K | -100 | Closed |
|
DVOL Hedge Fund Activity: Q3 2024 in Review
22 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q3 2024, worth a combined $26.5M — down 14% from $30.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DVOL and 2 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 6 added.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $2.38M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $6.26M sold.
- 22 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q3 2024, down from 27 in Q2 2024.
- Funds reported $26.5M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q3 2024, down 14% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q3 2024 and 7 closed out, a net change of -5 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q3 2024 was Baird Financial Group, an estimated $2.38M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $6.26M sold.
Based on aggregated 13F filings for Q3 2024.