Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
22 hedge funds and large institutions have $20.1M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.
24% less funds holding
Funds holding: 29 → 22 (-7)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
35% less capital invested
Capital invested by funds: $31.1M → $20.1M (-$11M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$816K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$461K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$200K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$80.1K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$3.58M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$849K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$746K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
MML Investors Services
Springfield,
Massachusetts
| – | -$212K | -8,478 | Closed |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| – | -$10K | -385 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | +$24 | +1 | +100% |
|
DWIN Hedge Fund Activity: Q4 2018 in Review
22 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q4 2018, worth a combined $20.1M — down 35% from $31.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DWIN and 0 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was Raymond James & Associates, adding an estimated $816K. The largest seller was Fortis Advisors, exiting entirely with an estimated $3.58M sold.
- 22 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q4 2018, down from 29 in Q3 2018.
- Funds reported $20.1M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q4 2018, down 35% quarter-over-quarter.
- 0 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q4 2018 and 6 closed out, a net change of -6 holders.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q4 2018 was Raymond James & Associates, an estimated $816K added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q4 2018 was Fortis Advisors, an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2018.