First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
28 hedge funds and large institutions have $38.3M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.
44% more capital invested
Capital invested by funds: $26.5M → $38.3M (+$11.8M)
27% more funds holding
Funds holding: 22 → 28 (+6)
16.87% more ownership
Funds ownership: 51.65% → 68.52% (+17%)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$358K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$339K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$238K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$584K |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$285K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$72.2K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$9.16K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $6.78K | -$243 | -7 | -3% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $2.44K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $31 | +$35 | +1 | New |
|
DVOL Hedge Fund Activity: Q4 2024 in Review
28 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q4 2024, worth a combined $38.3M — up 44% from $26.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DVOL positions and 0 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $584K.
- 28 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q4 2024, up from 22 in Q3 2024.
- Funds reported $38.3M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q4 2024, up 44% quarter-over-quarter.
- 7 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q4 2024 and 0 closed out, a net change of +7 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q4 2024 was Morgan Stanley, an estimated $3.5M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $584K sold.
Based on aggregated 13F filings for Q4 2024.