First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
11 hedge funds and large institutions have $50.2M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
204% more capital invested
Capital invested by funds: $16.5M → $50.2M (+$33.7M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
77.92% more ownership
Funds ownership: 92% → 169.92% (+78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$19.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.72M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.26M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.11M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$19.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$191K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $27.1M | +$19.5M | +996,564 | New |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $13.6M | +$1.26M | +64,697 | +11% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $7.4M | +$1.72M | +88,144 | +32% |
|
|
4
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.9M | +$1.11M | +56,685 | +157% |
|
|
WCG
5
Weaver Consulting Group
Huntington Beach,
California
| $137K | +$124K | +6,376 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $32K | -$11.9K | -612 | -28% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $21K | +$19.6K | +1,002 | New |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $20K | +$19.5K | +1,000 | New |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $17K | +$16.2K | +830 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $1K | – | – | – |
|
|
11
Jane Street
New York
| – | -$191K | -10,649 | Closed |
|
12
Wells Fargo
San Francisco,
California
| – | +$20 | +1 | New |
|
DVOL Hedge Fund Activity: Q1 2019 in Review
11 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q1 2019, worth a combined $50.2M — up 204% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DVOL positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $19.5M. The largest seller was Jane Street, exiting entirely with an estimated $191K sold.
- 11 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q1 2019, up from 6 in Q4 2018.
- Funds reported $50.2M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q1 2019, up 204% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q1 2019 and 1 closed out, a net change of +5 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $19.5M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q1 2019 was Jane Street, an estimated $191K sold.
Based on aggregated 13F filings for Q1 2019.