First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
27 hedge funds and large institutions have $30.8M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
13% more funds holding
Funds holding: 24 → 27 (+3)
0.71% more ownership
Funds ownership: 64.85% → 65.56% (+0.71%)
31% less capital inflows, than outflows
Capital inflows: $1.46M | Capital outflows: $2.1M
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$717K |
| 2 |
Concurrent Investment Advisors
Tampa,
Florida
|
+$236K |
| 3 |
Morgan Stanley
New York
|
+$78.9K |
| 4 |
BlackRock
New York
|
+$59.1K |
| 5 |
Private Advisory Group
Redmond,
Washington
|
+$53.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$972K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$431K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$252K |
| 4 |
LPL Financial
San Diego,
California
|
-$213K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$79.7K |
DVOL Hedge Fund Activity: Q2 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q2 2024, worth a combined $30.8M — down 3% from $31.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DVOL positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 13 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $717K. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $972K.
- 27 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $30.8M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q2 2024, down 3% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q2 2024 and 1 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $717K added.
- The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $972K sold.
Based on aggregated 13F filings for Q2 2024.