First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
52 hedge funds and large institutions have $171M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 13 closing their positions.
15% less funds holding
Funds holding: 61 → 52 (-9)
16.11% less ownership
Funds ownership: 75% → 58.89% (-16%)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
49% less capital invested
Capital invested by funds: $334M → $171M (-$162M)
66% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$33.7M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$13.1M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$10.6M |
| 4 |
Morgan Stanley
New York
|
-$8.96M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.59M |
FVC Hedge Fund Activity: Q1 2020 in Review
52 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2020, worth a combined $171M — down 49% from $334M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FVC and 7 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 10 added.
The largest buyer was Raymond James & Associates, adding an estimated $2.96M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $33.7M sold.
- 52 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2020, down from 61 in Q4 2019.
- Funds reported $171M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2020, down 49% quarter-over-quarter.
- 7 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2020 and 13 closed out, a net change of -6 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2020 was Raymond James & Associates, an estimated $2.96M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $33.7M sold.
Based on aggregated 13F filings for Q1 2020.