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First Trust Dorsey Wright Momentum & Low Volatility ETF

16 hedge funds and large institutions have $67.5M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

45% more funds holding

Funds holding: 1116 (+5)

34% more capital invested

Capital invested by funds: $50.2M → $67.5M (+$17.3M)

29.06% less ownership

Funds ownership: 169.92%140.86% (-29%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

DVOL Hedge Fund Activity: Q2 2019 in Review

16 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q2 2019, worth a combined $67.5M — up 34% from $50.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DVOL positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $5.49M. The largest seller was Deutsche Bank, cutting an estimated $1.19M.

  • 16 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q2 2019, up from 11 in Q1 2019.
  • Funds reported $67.5M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q2 2019, up 34% quarter-over-quarter.
  • 6 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q2 2019 and 1 closed out, a net change of +5 holders.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q2 2019 was Bank of America, an estimated $5.49M added.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q2 2019 was Deutsche Bank, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2019.