First Trust Dorsey Wright Focus 5 ETF
40 hedge funds and large institutions have $172M invested in First Trust Dorsey Wright Focus 5 ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
143% more capital invested
Capital invested by funds: $70.9M → $172M (+$101M)
82% more funds holding
Funds holding: 22 → 40 (+18)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$31.2M |
| 2 |
Morgan Stanley
New York
|
+$21.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.99M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.92M |
| 2 |
Jane Street
New York
|
-$3.07M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$1.97M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$493K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$34.4K |
FV Hedge Fund Activity: Q2 2014 in Review
40 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2014, worth a combined $172M — up 143% from $70.9M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FV positions and 2 closed out — a net gain of 18 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was UBS, adding an estimated $31.2M. The largest seller was Royal Bank of Canada, cutting an estimated $3.92M.
- 40 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2014, up from 22 in Q1 2014.
- Funds reported $172M of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2014, up 143% quarter-over-quarter.
- 20 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2014 and 2 closed out, a net change of +18 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2014 was UBS, an estimated $31.2M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2014 was Royal Bank of Canada, an estimated $3.92M sold.
Based on aggregated 13F filings for Q2 2014.