First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
6 hedge funds and large institutions have $16.5M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
42% more capital invested
Capital invested by funds: $11.6M → $16.5M (+$4.91M)
13.87% less ownership
Funds ownership: 105.87% → 92% (-14%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.18M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.93M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$857 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.22M |
| 2 |
Jane Street
New York
|
-$502K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
MML Investors Services
Springfield,
Massachusetts
| $10.8M | +$2.93M | +153,622 | +35% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $4.89M | +$5.18M | +272,209 | New |
|
|
3
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $647K | -$1.22M | -63,997 | -64% |
|
|
4
Jane Street
New York
| $191K | -$502K | -26,368 | -71% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $39K | +$41.1K | +2,157 | New |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $1K | +$857 | +45 | New |
|
DVOL Hedge Fund Activity: Q4 2018 in Review
6 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q4 2018, worth a combined $16.5M — up 42% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DVOL positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $5.18M. The largest seller was Deutsche Bank, cutting an estimated $1.22M.
- 6 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q4 2018, up from 3 in Q3 2018.
- Funds reported $16.5M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q4 2018, up 42% quarter-over-quarter.
- 3 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q4 2018 and 0 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q4 2018 was Bank of America, an estimated $5.18M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q4 2018 was Deutsche Bank, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2018.