Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
32 hedge funds and large institutions have $37.3M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding
Funds holding: 32 → 32 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
24% less capital invested
Capital invested by funds: $49.2M → $37.3M (-$11.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$959K |
| 2 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
+$529K |
| 3 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$292K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$177K |
| 5 |
VF
Virtu Financial
New York
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.32M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.11M |
| 3 |
GSC
G&S Capital
Denver,
Colorado
|
-$1.39M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.38M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $133K | +$137K | +5,269 | New |
|
|
WWMSC
27
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $86K | +$89.2K | +3,420 | New |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $45K | -$43.7K | -1,676 | -49% |
|
29
Morgan Stanley
New York
| $32K | +$33.2K | +1,273 | +31,825% |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $20K | +$16.7K | +641 | +468% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $18K | – | – | – |
|
|
32
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$2.11M | -78,615 | Closed |
|
|
GSC
33
G&S Capital
Denver,
Colorado
| – | -$1.39M | -51,606 | Closed |
|
|
SCA
34
Snowden Capital Advisors
New York
| – | -$240K | -8,931 | Closed |
|
35
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$236K | -8,764 | Closed |
|
|
FAAS
36
First Allied Advisory Services
San Diego,
California
| – | -$30K | -1,115 | Closed |
|
DWIN Hedge Fund Activity: Q1 2018 in Review
32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q1 2018, worth a combined $37.3M — down 24% from $49.2M a quarter earlier.
Fund positioning in DWIN was balanced in Q1 2018: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 12 trimmed.
The largest buyer was Advisornet Financial, opening a new position worth an estimated $959K. The largest seller was Bank of America, cutting an estimated $4.32M.
- 32 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $37.3M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q1 2018, down 24% quarter-over-quarter.
- 5 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q1 2018 and 5 closed out, a net change of 0 holders.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q1 2018 was Advisornet Financial, an estimated $959K added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q1 2018 was Bank of America, an estimated $4.32M sold.
Based on aggregated 13F filings for Q1 2018.