Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
29 hedge funds and large institutions have $31.1M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 30 → 29 (-1)
12% less capital invested
Capital invested by funds: $35.3M → $31.1M (-$4.11M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
63% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$861K |
| 2 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$691K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$321K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$267K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$88.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$874K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$666K |
| 4 |
VF
Virtu Financial
New York
|
-$607K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$498K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $21K | +$21.1K | +830 | New |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $10K | -$6.79K | -267 | -41% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $2K | -$25 | -1 | -1% |
|
|
VF
29
Virtu Financial
New York
| – | -$607K | -23,724 | Closed |
|
|
IA
30
IFG Advisory
Atlanta,
Georgia
| – | -$341K | -12,126 | Closed |
|
|
FAIM
31
Financial Advocates Investment Management
Olympia,
Washington
| – | -$257K | -10,127 | Closed |
|
|
CF
32
Centaurus Financial
Anaheim,
California
| – | -$185K | -7,260 | Closed |
|
|
SFM
33
Signet Financial Management
Parsippany,
New Jersey
| – | -$25K | -962 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$25 | -1 | -50% |
|
DWIN Hedge Fund Activity: Q3 2018 in Review
29 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q3 2018, worth a combined $31.1M — down 12% from $35.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DWIN and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $861K. The largest seller was Bank of America, cutting an estimated $1.45M.
- 29 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q3 2018, down from 30 in Q2 2018.
- Funds reported $31.1M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q3 2018, down 12% quarter-over-quarter.
- 4 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q3 2018 and 5 closed out, a net change of -1 holder.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q3 2018 was Citadel Advisors, an estimated $861K added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q3 2018 was Bank of America, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2018.