Invesco DWA Momentum & Low Volatility Rotation ETF
DWLV
DWLV was delisted on the 20th of February, 2019.
6 hedge funds and large institutions have $4.26M invested in Invesco DWA Momentum & Low Volatility Rotation ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
0% less capital invested
Capital invested by funds: $4.27M → $4.26M (-$17K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$240K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$331K |
| 2 |
Jane Street
New York
|
-$121K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.11M | – | – | – |
|
|
2
Jane Street
New York
| $372K | -$121K | -3,950 | -25% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $278K | -$331K | -10,800 | -55% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $247K | -$8.73K | -285 | -3% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $244K | +$240K | +7,830 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | +$4.01K | +131 | New |
|
DWLV Hedge Fund Activity: Q4 2017 in Review
6 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) for Q4 2017, worth a combined $4.26M — down 0.4% from $4.27M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DWLV positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $240K. The largest seller was Susquehanna International Group, cutting an estimated $331K.
- 6 institutional investors held Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) as of Q4 2017, up from 4 in Q3 2017.
- Funds reported $4.26M of Invesco DWA Momentum & Low Volatility Rotation ETF stock for Q4 2017, down 0.4% quarter-over-quarter.
- 2 funds opened new Invesco DWA Momentum & Low Volatility Rotation ETF positions in Q4 2017 and 0 closed out, a net change of +2 holders.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $240K added.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF seller in Q4 2017 was Susquehanna International Group, an estimated $331K sold.
Based on aggregated 13F filings for Q4 2017.