First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
32 hedge funds and large institutions have $89.6M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 7 closing their positions.
4% less ownership
Funds ownership: 80.28% → 76.28% (-4%)
12% less capital invested
Capital invested by funds: $102M → $89.6M (-$12.5M)
14% less funds holding
Funds holding: 37 → 32 (-5)
71% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 17
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$516K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$383K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$304K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$91.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$43.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$5.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.46M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.24M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$844K |
DVOL Hedge Fund Activity: Q1 2021 in Review
32 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q1 2021, worth a combined $89.6M — down 12% from $102M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DVOL and 2 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 5 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $516K. The largest seller was Harvest Group Wealth Management, cutting an estimated $5.1M.
- 32 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q1 2021, down from 37 in Q4 2020.
- Funds reported $89.6M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q1 2021, down 12% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q1 2021 and 7 closed out, a net change of -5 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $516K added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q1 2021 was Harvest Group Wealth Management, an estimated $5.1M sold.
Based on aggregated 13F filings for Q1 2021.