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DWLV

Invesco DWA Momentum & Low Volatility Rotation ETF
DWLV

Delisted

DWLV was delisted on the 20th of February, 2019.

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8 hedge funds and large institutions have $4.09M invested in Invesco DWA Momentum & Low Volatility Rotation ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

33% more funds holding

Funds holding: 6 → 8 (+2)

4% less capital invested

Capital invested by funds: $4.26M → $4.09M (-$163K)

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.46M
2
GFPC
Global Financial Private Capital
Florida
+$1.36M
3
Jane Street
Jane Street
New York
+$234K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$134K
5
Bank of America
Bank of America
North Carolina
+$65.9K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.44M +$1.46M +45,968 New
GFPC
2
Global Financial Private Capital
Florida
$1.34M +$1.36M +42,780 New
Jane Street
3
Jane Street
New York
$606K +$234K +7,342 +61%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$378K +$134K +4,219 +54%
Bank of America
5
Bank of America
North Carolina
$314K +$65.9K +2,070 +26%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$4K – – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3K -$3.18M -99,846 -100%
UBS Group
8
UBS Group
Switzerland
$3K +$2.61K +82 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
– -$278K -8,927 Closed

DWLV Hedge Fund Activity: Q1 2018 in Review

8 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) for Q1 2018, worth a combined $4.09M — down 3.8% from $4.26M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DWLV positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.46M. The largest seller was Royal Bank of Canada, cutting an estimated $3.18M.

  • 8 institutional investors held Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) as of Q1 2018, up from 6 in Q4 2017.
  • Funds reported $4.09M of Invesco DWA Momentum & Low Volatility Rotation ETF stock for Q1 2018, down 3.8% quarter-over-quarter.
  • 3 funds opened new Invesco DWA Momentum & Low Volatility Rotation ETF positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest Invesco DWA Momentum & Low Volatility Rotation ETF buyer in Q1 2018 was LPL Financial, an estimated $1.46M added.
  • The largest Invesco DWA Momentum & Low Volatility Rotation ETF seller in Q1 2018 was Royal Bank of Canada, an estimated $3.18M sold.

Based on aggregated 13F filings for Q1 2018.