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First Trust Dorsey Wright Momentum & Low Volatility ETF

29 hedge funds and large institutions have $43.7M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

14% more capital invested

Capital invested by funds: $38.3M → $43.7M (+$5.36M)

5.95% more ownership

Funds ownership: 68.52%74.48% (+6%)

4% more funds holding

Funds holding: 2829 (+1)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$62K -$59.6K -1,699 -49%
SWM
27
Spire Wealth Management
Virginia
$9.78K
Fidelity Investments
28
Fidelity Investments
Massachusetts
$2.56K
Wells Fargo
29
Wells Fargo
California
$43
TRCT
30
Tower Research Capital (TRC)
New York
-$6.78K -200 Closed

DVOL Hedge Fund Activity: Q1 2025 in Review

29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q1 2025, worth a combined $43.7M — up 14% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DVOL positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Farther Finance Advisors, adding an estimated $2.6M. The largest seller was Citadel Advisors, cutting an estimated $651K.

  • 29 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q1 2025, up from 28 in Q4 2024.
  • Funds reported $43.7M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 3 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q1 2025 was Farther Finance Advisors, an estimated $2.6M added.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q1 2025 was Citadel Advisors, an estimated $651K sold.

Based on aggregated 13F filings for Q1 2025.