First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
38 hedge funds and large institutions have $86.2M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 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
6% more funds holding
Funds holding: 36 → 38 (+2)
4.14% less ownership
Funds ownership: 81.24% → 77.1% (-4.1%)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
81% less capital inflows, than outflows
Capital inflows: $3.16M | Capital outflows: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$759K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$462K |
| 3 |
Prospera Financial Services
Dallas,
Texas
|
+$182K |
| 4 |
LPL Financial
San Diego,
California
|
+$95.6K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$67.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.11M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.89M |
| 4 |
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$1.28M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$611K |
DVOL Hedge Fund Activity: Q1 2022 in Review
38 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q1 2022, worth a combined $86.2M — down 22% from $111M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DVOL positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $759K. The largest seller was Morgan Stanley, cutting an estimated $5.43M.
- 38 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q1 2022, up from 36 in Q4 2021.
- Funds reported $86.2M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q1 2022, down 22% quarter-over-quarter.
- 5 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q1 2022 and 3 closed out, a net change of +2 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q1 2022 was Baird Financial Group, an estimated $759K added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q1 2022 was Morgan Stanley, an estimated $5.43M sold.
Based on aggregated 13F filings for Q1 2022.