We are live on ! Find out more
DVOL icon

First Trust Dorsey Wright Momentum & Low Volatility ETF

32 hedge funds and large institutions have $85.8M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

23% more funds holding

Funds holding: 2632 (+6)

0% more capital invested

Capital invested by funds: $85.4M → $85.8M (+$413K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.51% less ownership

Funds ownership: 96.48%86.97% (-9.5%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$27.1M
MML Investors Services
2
MML Investors Services
Massachusetts
$13.6M -$150K -7,627 -1%
Bank of America
3
Bank of America
North Carolina
$10.4M -$5.81M -295,809 -37%
HGWM
4
Harvest Group Wealth Management
Massachusetts
$8.57M -$2.05M -104,632 -20%
RJA
5
Raymond James & Associates
Florida
$5.58M +$412K +21,005 +8%
Morgan Stanley
6
Morgan Stanley
New York
$4M +$696K +35,449 +22%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$2.73M +$248K +12,630 +10%
DADC
8
D.A. Davidson & Co
Montana
$2.2M +$26.9K +1,372 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.01M -$2.19M -111,606 -53%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.78M -$137K -7,000 -7%
UCFA
11
United Capital Financial Advisors
Texas
$1.55M -$121K -6,181 -8%
Stifel Financial
12
Stifel Financial
Missouri
$917K -$17.5K -889 -2%
LPL Financial
13
LPL Financial
California
$816K +$172K +8,752 +28%
Goldman Sachs
14
Goldman Sachs
New York
$694K +$667K +33,957 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$607K -$96.8K -4,929 -14%
WCG
16
Weaver Consulting Group
California
$607K -$33.1K -1,686 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$577K +$554K +28,229 New
PAG
18
Private Advisory Group
Washington
$318K +$45.8K +2,335 +18%
GCA
19
Genesee Capital Advisors
New York
$301K +$290K +14,760 New
Citadel Advisors
20
Citadel Advisors
Florida
$293K -$265K -13,512 -49%
KWM
21
Kingsview Wealth Management
Oregon
$291K +$280K +14,261 New
Truist Financial
22
Truist Financial
North Carolina
$227K +$8.27K +421 +4%
Jane Street
23
Jane Street
New York
$212K +$204K +10,374 New
Osaic Holdings
24
Osaic Holdings
Arizona
$109K -$3.4K -173 -3%
GWM
25
Geneos Wealth Management
Colorado
$97K -$43.2K -2,200 -31%

DVOL Hedge Fund Activity: Q2 2020 in Review

32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q2 2020, worth a combined $85.8M — up 0.48% from $85.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DVOL positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $696K. The largest seller was Bank of America, cutting an estimated $5.81M.

  • 32 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q2 2020, up from 26 in Q1 2020.
  • Funds reported $85.8M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q2 2020, up 0.48% quarter-over-quarter.
  • 9 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q2 2020 and 3 closed out, a net change of +6 holders.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q2 2020 was Morgan Stanley, an estimated $696K added.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q2 2020 was Bank of America, an estimated $5.81M sold.

Based on aggregated 13F filings for Q2 2020.