First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
37 hedge funds and large institutions have $102M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more funds holding
Funds holding: 35 → 37 (+2)
4.72% more ownership
Funds ownership: 75.56% → 80.28% (+4.7%)
3% more capital invested
Capital invested by funds: $99M → $102M (+$3.14M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$773K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$769K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$671K |
| 5 |
Morgan Stanley
New York
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.26M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$926K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$791K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$483K |
DVOL Hedge Fund Activity: Q4 2020 in Review
37 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q4 2020, worth a combined $102M — up 3.2% from $99M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DVOL positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $1.29M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $2.27M sold.
- 37 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q4 2020, up from 35 in Q3 2020.
- Funds reported $102M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q4 2020, up 3.2% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q4 2020 and 4 closed out, a net change of +2 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q4 2020 was Baird Financial Group, an estimated $1.29M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q4 2020 was D.A. Davidson & Co, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2020.