First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
33 hedge funds and large institutions have $174M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
60% more capital invested
Capital invested by funds: $108M → $174M (+$65.2M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 32 → 33 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$24.7M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$11.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.39M |
| 5 |
Morgan Stanley
New York
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$945K |
| 2 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$460K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$331K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$236K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$172K |
FVC Hedge Fund Activity: Q3 2016 in Review
33 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q3 2016, worth a combined $174M — up 60% from $108M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FVC positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $24.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $945K sold.
- 33 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q3 2016, up from 32 in Q2 2016.
- Funds reported $174M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q3 2016, up 60% quarter-over-quarter.
- 7 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q3 2016 and 5 closed out, a net change of +2 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q3 2016 was UBS Group, an estimated $24.7M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q3 2016 was Citadel Advisors, an estimated $945K sold.
Based on aggregated 13F filings for Q3 2016.