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DWIN

Invesco DWA Tactical Multi-Asset Income ETF

Delisted

DWIN was delisted on the 14th of February, 2020.

26 hedge funds and large institutions have $59.2M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

30% more funds holding

Funds holding: 2026 (+6)

8% more capital invested

Capital invested by funds: $54.8M → $59.2M (+$4.46M)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$15K
DADC
27
D.A. Davidson & Co
Montana
-$76K -2,745 Closed
CWM
28
Concert Wealth Management
California
-$62K -2,236 Closed
FANJ
29
Financial Architects (New Jersey)
New Jersey
-$2K -80 Closed

DWIN Hedge Fund Activity: Q4 2016 in Review

26 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q4 2016, worth a combined $59.2M — up 8.1% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DWIN positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.75M. The largest seller was Raymond James & Associates, cutting an estimated $3.65M.

  • 26 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q4 2016, up from 20 in Q3 2016.
  • Funds reported $59.2M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q4 2016, up 8.1% quarter-over-quarter.
  • 9 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q4 2016 and 3 closed out, a net change of +6 holders.
  • The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q4 2016 was LPL Financial, an estimated $1.75M added.
  • The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q4 2016 was Raymond James & Associates, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2016.