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First Trust Dorsey Wright Dynamic Focus 5 ETF

39 hedge funds and large institutions have $182M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

71.64% more ownership

Funds ownership: 0%71.64% (+72%)

18% more funds holding

Funds holding: 3339 (+6)

5% more capital invested

Capital invested by funds: $174M → $182M (+$8.54M)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change

FVC Hedge Fund Activity: Q4 2016 in Review

39 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2016, worth a combined $182M — up 4.9% from $174M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FVC positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.78M. The largest seller was UBS Group, cutting an estimated $4.55M.

  • 39 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2016, up from 33 in Q3 2016.
  • Funds reported $182M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 9 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2016 and 3 closed out, a net change of +6 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2016 was Morgan Stanley, an estimated $5.78M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2016 was UBS Group, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2016.