Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
24 hedge funds and large institutions have $57.8M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $52.4M → $57.8M (+$5.36M)
4% more funds holding
Funds holding: 23 → 24 (+1)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$7.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$824K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$368K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$351K |
| 5 |
JP Morgan Chase
New York
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.37M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$976K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$550K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$392K |
| 5 |
Jane Street
New York
|
-$320K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIG
26
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$174K | -6,225 | Closed |
|
27
Morgan Stanley
New York
| – | -$11.1K | -400 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | +$223 | +8 | New |
|
DWIN Hedge Fund Activity: Q2 2017 in Review
24 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q2 2017, worth a combined $57.8M — up 10% from $52.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DWIN positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Fortis Advisors, opening a new position worth an estimated $7.77M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.37M.
- 24 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q2 2017, up from 23 in Q1 2017.
- Funds reported $57.8M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q2 2017, up 10% quarter-over-quarter.
- 5 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q2 2017 and 4 closed out, a net change of +1 holder.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q2 2017 was Fortis Advisors, an estimated $7.77M added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q2 2017 was Janney Montgomery Scott, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2017.