First Trust Dorsey Wright International Focus 5 ETF
IFV
79 hedge funds and large institutions have $410M invested in First Trust Dorsey Wright International Focus 5 ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
10% more funds holding
Funds holding: 72 → 79 (+7)
9% more capital invested
Capital invested by funds: $377M → $410M (+$33.6M)
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$28.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.86M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$2.46M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.38M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.92M |
| 5 |
Morgan Stanley
New York
|
-$3.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KTC
76
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $9K | +$9.02K | +500 | New |
|
77
US Bancorp
Minneapolis,
Minnesota
| $8K | +$8.12K | +450 | New |
|
|
AF
78
Allworth Financial
Folsom,
California
| $4K | +$3.61K | +200 | New |
|
|
SWP
79
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$6.91M | -404,605 | Closed |
|
|
VFS
80
VSR Financial Services
Overland Park,
Kansas
| – | -$1.45M | -85,022 | Closed |
|
81
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$351K | -20,567 | Closed |
|
82
Barclays
London,
United Kingdom
| – | -$277K | -16,200 | Closed |
|
83
Creative Planning
Overland Park,
Kansas
| – | -$39K | -2,292 | Closed |
|
|
NFG
84
Next Financial Group
Houston,
Texas
| – | -$18K | -1,060 | Closed |
|
IFV Hedge Fund Activity: Q4 2015 in Review
79 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2015, worth a combined $410M — up 8.9% from $377M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IFV positions and 7 closed out — a net gain of 7 holders — while 31 added to existing stakes and 29 trimmed.
The largest buyer was LPL Financial, adding an estimated $28.1M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $6.91M sold.
- 79 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2015, up from 72 in Q3 2015.
- Funds reported $410M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2015, up 8.9% quarter-over-quarter.
- 14 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2015 and 7 closed out, a net change of +7 holders.
- The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2015 was LPL Financial, an estimated $28.1M added.
- The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2015 was Stratos Wealth Partners, an estimated $6.91M sold.
Based on aggregated 13F filings for Q4 2015.