First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
62 hedge funds and large institutions have $329M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
15% more funds holding
Funds holding: 54 → 62 (+8)
3.19% more ownership
Funds ownership: 66.28% → 69.47% (+3.2%)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
20% less capital invested
Capital invested by funds: $411M → $329M (-$82.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$5.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.61M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.82M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.3M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$9.23M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.18M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.33M |
FVC Hedge Fund Activity: Q4 2018 in Review
62 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2018, worth a combined $329M — down 20% from $411M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FVC positions and 10 closed out — a net gain of 8 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $16.7M. The largest seller was Morgan Stanley, cutting an estimated $11.3M.
- 62 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2018, up from 54 in Q3 2018.
- Funds reported $329M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2018, down 20% quarter-over-quarter.
- 18 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2018 and 10 closed out, a net change of +8 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $16.7M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2018 was Morgan Stanley, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2018.