First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
42 hedge funds and large institutions have $152M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.97% less ownership
Funds ownership: 72.74% → 67.76% (-5%)
11% less capital invested
Capital invested by funds: $171M → $152M (-$19.6M)
13% less funds holding
Funds holding: 48 → 42 (-6)
68% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 25
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.11M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$838K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$295K |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$81.7K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$58.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$8.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.99M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.87M |
| 4 |
CAS
Cascadia Advisory Services
Portland,
Oregon
|
-$3.63M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.81M |
FVC Hedge Fund Activity: Q3 2020 in Review
42 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q3 2020, worth a combined $152M — down 11% from $171M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FVC and 2 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 8 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.11M. The largest seller was Atria Investments, cutting an estimated $8.17M.
- 42 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q3 2020, down from 48 in Q2 2020.
- Funds reported $152M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q3 2020, down 11% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q3 2020 and 8 closed out, a net change of -6 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $2.11M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q3 2020 was Atria Investments, an estimated $8.17M sold.
Based on aggregated 13F filings for Q3 2020.