First Trust Dorsey Wright Focus 5 ETF
51 hedge funds and large institutions have $321M invested in First Trust Dorsey Wright Focus 5 ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 2 closing their positions.
967% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 3
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
86% more capital invested
Capital invested by funds: $172M → $321M (+$149M)
28% more funds holding
Funds holding: 40 → 51 (+11)
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
|
+$40.9M |
| 2 |
Morgan Stanley
New York
|
+$32.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$23.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.45M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.38M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$947K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$301K |
| 4 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$33.8K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$4.03K |
FV Hedge Fund Activity: Q3 2014 in Review
51 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2014, worth a combined $321M — up 86% from $172M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FV positions and 2 closed out — a net gain of 11 holders — while 32 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $40.9M. The largest seller was Jane Street, exiting entirely with an estimated $1.38M sold.
- 51 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2014, up from 40 in Q2 2014.
- Funds reported $321M of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2014, up 86% quarter-over-quarter.
- 13 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2014 and 2 closed out, a net change of +11 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2014 was UBS, an estimated $40.9M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2014 was Jane Street, an estimated $1.38M sold.
Based on aggregated 13F filings for Q3 2014.