First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
56 hedge funds and large institutions have $351M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 11 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
7% more capital invested
Capital invested by funds: $329M → $351M (+$22.3M)
3.35% less ownership
Funds ownership: 69.47% → 66.12% (-3.3%)
10% less funds holding
Funds holding: 62 → 56 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.87M |
| 2 |
Morgan Stanley
New York
|
+$2.93M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.14M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.36M |
Top Sellers
FVC Hedge Fund Activity: Q1 2019 in Review
56 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2019, worth a combined $351M — up 6.8% from $329M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FVC and 5 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 25 added.
The largest buyer was Bank of America, adding an estimated $3.87M. The largest seller was Envestnet Asset Management, cutting an estimated $15.9M.
- 56 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2019, down from 62 in Q4 2018.
- Funds reported $351M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2019, up 6.8% quarter-over-quarter.
- 5 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2019 and 11 closed out, a net change of -6 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2019 was Bank of America, an estimated $3.87M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2019.