Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
30 hedge funds and large institutions have $35.3M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $37.3M → $35.3M (-$2.1M)
6% less funds holding
Funds holding: 32 → 30 (-2)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.55M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$633K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$252K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$199K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.03M |
| 3 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$735K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$569K |
| 5 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
-$512K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $32K | -$101 | -4 | -0.3% |
|
|
SFM
27
Signet Financial Management
Parsippany,
New Jersey
| $25K | +$24.2K | +962 | New |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $17K | -$28.1K | -1,115 | -63% |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $3K | -$17.1K | -678 | -87% |
|
|
HFS
30
HL Financial Services
Louisville,
Kentucky
| – | -$735K | -29,105 | Closed |
|
|
HPWM
31
Highland Private Wealth Management
Bellevue,
Washington
| – | -$512K | -20,290 | Closed |
|
32
Jane Street
New York
| – | -$422K | -16,706 | Closed |
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$237K | -9,399 | Closed |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| – | -$18K | -686 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$201 | -8 | -80% |
|
DWIN Hedge Fund Activity: Q2 2018 in Review
30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q2 2018, worth a combined $35.3M — down 5.6% from $37.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DWIN and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 11 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.55M. The largest seller was LPL Financial, cutting an estimated $1.3M.
- 30 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q2 2018, down from 32 in Q1 2018.
- Funds reported $35.3M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q2 2018, down 5.6% quarter-over-quarter.
- 3 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q2 2018 and 5 closed out, a net change of -2 holders.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q2 2018 was Susquehanna International Group, an estimated $1.55M added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q2 2018 was LPL Financial, an estimated $1.3M sold.
Based on aggregated 13F filings for Q2 2018.