Invesco DWA Tactical Multi-Asset Income ETF
DWIN
DWIN was delisted on the 14th of February, 2020.
20 hedge funds and large institutions have $19.7M invested in Invesco DWA Tactical Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
5% more capital invested
Capital invested by funds: $18.7M → $19.7M (+$968K)
9% less funds holding
Funds holding: 22 → 20 (-2)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$461K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$339K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$174K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$93.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
-$659K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$565K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$457K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$343K |
| 5 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$295K |
DWIN Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Multi-Asset Income ETF (DWIN) for Q4 2019, worth a combined $19.7M — up 5.2% from $18.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DWIN and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 8 added.
The largest buyer was Advisor Group, adding an estimated $2.07M. The largest seller was Oppenheimer & Co, exiting entirely with an estimated $659K sold.
- 20 institutional investors held Invesco DWA Tactical Multi-Asset Income ETF (DWIN) as of Q4 2019, down from 22 in Q3 2019.
- Funds reported $19.7M of Invesco DWA Tactical Multi-Asset Income ETF stock for Q4 2019, up 5.2% quarter-over-quarter.
- 2 funds opened new Invesco DWA Tactical Multi-Asset Income ETF positions in Q4 2019 and 4 closed out, a net change of -2 holders.
- The largest Invesco DWA Tactical Multi-Asset Income ETF buyer in Q4 2019 was Advisor Group, an estimated $2.07M added.
- The largest Invesco DWA Tactical Multi-Asset Income ETF seller in Q4 2019 was Oppenheimer & Co, an estimated $659K sold.
Based on aggregated 13F filings for Q4 2019.