First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
56 hedge funds and large institutions have $152M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.
5% more capital invested
Capital invested by funds: $145M → $152M (+$7.29M)
0.07% less ownership
Funds ownership: 67.04% → 66.97% (-0.07%)
3% less funds holding
Funds holding: 58 → 56 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
Top Buyers
| 1 |
Mariner
Overland Park,
Kansas
|
+$7.52M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$7.48M |
| 3 |
Morgan Stanley
New York
|
+$3.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.9M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.96M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17K | – | – | – |
|
52
Rockefeller Capital Management
New York
| $17K | +$14.8K | +414 | +414% |
|
|
PFA
53
Professional Financial Advisors
North Platte,
Nebraska
| $13K | +$36 | +1 | +0.3% |
|
|
KFI
54
Key Financial Inc
West Chester,
Pennsylvania
| $8K | – | – | – |
|
|
C
55
Covestor
London,
United Kingdom
| $7K | -$751 | -21 | -9% |
|
56
Fidelity Investments
Boston,
Massachusetts
| $6K | +$5.9K | +165 | New |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $4K | +$3.93K | +110 | New |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.47M | -40,164 | Closed |
|
|
CA
59
Cetera Advisors
Denver,
Colorado
| – | -$235K | -6,421 | Closed |
|
|
OPOWM
60
One Plus One Wealth Management
Jupiter,
Florida
| – | -$219K | -5,969 | Closed |
|
61
Jane Street
New York
| – | -$212K | -5,786 | Closed |
|
62
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$44K | -1,192 | Closed |
|
63
Koshinski Asset Management
Decatur,
Illinois
| – | -$21.4K | -585 | Closed |
|
FVC Hedge Fund Activity: Q2 2022 in Review
56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2022, worth a combined $152M — up 5% from $145M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FVC and 4 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 17 added.
The largest buyer was Mariner, adding an estimated $7.52M. The largest seller was Baird Financial Group, cutting an estimated $1.67M.
- 56 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2022, down from 58 in Q1 2022.
- Funds reported $152M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2022, up 5% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2022 and 6 closed out, a net change of -2 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2022 was Mariner, an estimated $7.52M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2022 was Baird Financial Group, an estimated $1.67M sold.
Based on aggregated 13F filings for Q2 2022.