First Trust Dorsey Wright Focus 5 ETF
126 hedge funds and large institutions have $1.88B invested in First Trust Dorsey Wright Focus 5 ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 60 reducing their positions, and 28 closing their positions.
7% less funds holding
Funds holding: 135 → 126 (-9)
25% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 28
33% less capital invested
Capital invested by funds: $2.82B → $1.88B (-$936M)
42% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 60
50% less funds holding in top 10
Funds holding in top 10: 14 → 7 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$7.84M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.27M |
| 3 |
IH
IFC Holdings
Tampa,
Florida
|
+$3.88M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.02M |
| 5 |
VF
Virtu Financial
New York
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$198M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$72.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$72.2M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$57.4M |
| 5 |
LPL Financial
San Diego,
California
|
-$56.3M |
FV Hedge Fund Activity: Q1 2016 in Review
126 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2016, worth a combined $1.88B — down 33% from $2.82B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of FV and 21 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 35 added.
The largest buyer was Advantage Investment Management, adding an estimated $7.84M. The largest seller was Morgan Stanley, cutting an estimated $198M.
- 126 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2016, down from 135 in Q4 2015.
- Funds reported $1.88B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2016, down 33% quarter-over-quarter.
- 21 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2016 and 28 closed out, a net change of -7 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2016 was Advantage Investment Management, an estimated $7.84M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2016 was Morgan Stanley, an estimated $198M sold.
Based on aggregated 13F filings for Q1 2016.