First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
37 hedge funds and large institutions have $72.3M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 36 → 37 (+1)
23.05% less ownership
Funds ownership: 82.73% → 59.69% (-23%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
29% less capital invested
Capital invested by funds: $102M → $72.3M (-$29.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.51M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$746K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$399K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$359K |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.53M |
| 2 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$1.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.26M |
| 4 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$1.07M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$926K |
DVOL Hedge Fund Activity: Q3 2021 in Review
37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q3 2021, worth a combined $72.3M — down 29% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DVOL positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $1.53M.
- 37 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q3 2021, up from 36 in Q2 2021.
- Funds reported $72.3M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q3 2021, down 29% quarter-over-quarter.
- 5 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q3 2021 and 3 closed out, a net change of +2 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $1.51M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q3 2021 was Morgan Stanley, an estimated $1.53M sold.
Based on aggregated 13F filings for Q3 2021.