Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
32 hedge funds and large institutions have $49.2M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
14% more funds holding
Funds holding: 28 → 32 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $55M → $49.2M (-$5.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.01M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$784K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$167K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$151K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$98.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$2.91M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.8M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.43M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$725K |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$524K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $236K | -$1.43M | -52,837 | -86% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $93K | – | – | – |
|
|
FAAS
28
First Allied Advisory Services
San Diego,
California
| $30K | +$30.2K | +1,115 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $18K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $4K | +$3.71K | +137 | New |
|
|
SI
31
SII Investments
Appleton,
Wisconsin
| – | -$524K | -18,974 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$263K | -9,530 | Closed |
|
33
Morgan Stanley
New York
| – | +$108 | +4 | New |
|
DWIN Hedge Fund Activity: Q4 2017 in Review
32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q4 2017, worth a combined $49.2M — down 11% from $55M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DWIN positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.01M. The largest seller was Fortis Advisors, cutting an estimated $2.91M.
- 32 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q4 2017, up from 28 in Q3 2017.
- Funds reported $49.2M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q4 2017, down 11% quarter-over-quarter.
- 6 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q4 2017 and 2 closed out, a net change of +4 holders.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.01M added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q4 2017 was Fortis Advisors, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2017.