First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
26 hedge funds and large institutions have $41.9M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 7 closing their positions.
2.74% less ownership
Funds ownership: 71.79% → 69.05% (-2.7%)
7% less capital invested
Capital invested by funds: $45M → $41.9M (-$3.05M)
21% less funds holding
Funds holding: 33 → 26 (-7)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.54M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$682K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$678K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$85.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$58.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.29M |
| 2 |
Goldman Sachs
New York
|
-$1.35M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.24M |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$853K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$846K |
DVOL Hedge Fund Activity: Q2 2023 in Review
26 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q2 2023, worth a combined $41.9M — down 6.8% from $45M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DVOL and 1 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 4 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.54M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.29M.
- 26 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q2 2023, down from 33 in Q1 2023.
- Funds reported $41.9M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q2 2023, down 6.8% quarter-over-quarter.
- 1 fund opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q2 2023 and 7 closed out, a net change of -6 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q2 2023 was Carson Wealth (CWM LLC), an estimated $3.54M added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $3.29M sold.
Based on aggregated 13F filings for Q2 2023.