Invesco DWA Momentum & Low Volatility Rotation ETF
DWLV
DWLV was delisted on the 20th of February, 2019.
11 hedge funds and large institutions have $26M invested in Invesco DWA Momentum & Low Volatility Rotation ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
534% more capital invested
Capital invested by funds: $4.09M → $26M (+$21.9M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$771K |
| 3 |
LPL Financial
San Diego,
California
|
+$230K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
| 5 |
Jane Street
New York
|
+$96.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$855K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $21.5M | +$21M | +652,146 | +6,518% |
|
|
2
LPL Financial
San Diego,
California
| $1.73M | +$230K | +7,130 | +16% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $777K | +$771K | +23,903 | New |
|
|
4
Jane Street
New York
| $725K | +$96.9K | +3,003 | +16% |
|
|
GFPC
5
Global Financial Private Capital
Sarasota,
Florida
| $530K | -$855K | -26,491 | -62% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $378K | -$13.1K | -407 | -3% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $215K | +$214K | +6,624 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $61K | +$56.9K | +1,763 | +1,632% |
|
|
BCA
9
Bay Colony Advisors
Concord,
Massachusetts
| $9K | +$8.52K | +264 | New |
|
|
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $4K | +$4K | +124 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$3K | -82 | Closed |
|
DWLV Hedge Fund Activity: Q2 2018 in Review
11 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) for Q2 2018, worth a combined $26M — up 534% from $4.09M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DWLV positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $21M. The largest seller was Global Financial Private Capital, cutting an estimated $855K.
- 11 institutional investors held Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) as of Q2 2018, up from 8 in Q1 2018.
- Funds reported $26M of Invesco DWA Momentum & Low Volatility Rotation ETF stock for Q2 2018, up 534% quarter-over-quarter.
- 4 funds opened new Invesco DWA Momentum & Low Volatility Rotation ETF positions in Q2 2018 and 1 closed out, a net change of +3 holders.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF buyer in Q2 2018 was Bank of America, an estimated $21M added.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF seller in Q2 2018 was Global Financial Private Capital, an estimated $855K sold.
Based on aggregated 13F filings for Q2 2018.