Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
28 hedge funds and large institutions have $55M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
17% more funds holding
Funds holding: 24 → 28 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $57.8M → $55M (-$2.79M)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.03M |
| 2 |
Jane Street
New York
|
+$596K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$547K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$508K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.11M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.03M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$524K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$245K |
| 5 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $95K | -$2.42K | -88 | -2% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $19K | – | – | – |
|
|
SPC
28
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$245K | -8,854 | Closed |
|
29
Wells Fargo
San Francisco,
California
| – | +$55 | +2 | +25% |
|
DWIN Hedge Fund Activity: Q3 2017 in Review
28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q3 2017, worth a combined $55M — down 4.8% from $57.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DWIN positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $1.03M. The largest seller was LPL Financial, cutting an estimated $3.11M.
- 28 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q3 2017, up from 24 in Q2 2017.
- Funds reported $55M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q3 2017, down 4.8% quarter-over-quarter.
- 6 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q3 2017 and 1 closed out, a net change of +5 holders.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q3 2017 was Virtu Financial, an estimated $1.03M added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q3 2017 was LPL Financial, an estimated $3.11M sold.
Based on aggregated 13F filings for Q3 2017.