Invesco DWA Momentum & Low Volatility Rotation ETF
DWLV
DWLV was delisted on the 20th of February, 2019.
16 hedge funds and large institutions have $33.1M invested in Invesco DWA Momentum & Low Volatility Rotation ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
45% more funds holding
Funds holding: 11 → 16 (+5)
28% more capital invested
Capital invested by funds: $26M → $33.1M (+$7.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.82M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$847K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$736K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$174K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$59.2K |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$9K |
DWLV Hedge Fund Activity: Q3 2018 in Review
16 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) for Q3 2018, worth a combined $33.1M — up 28% from $26M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DWLV positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.82M. The largest seller was Global Financial Private Capital, cutting an estimated $174K.
- 16 institutional investors held Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) as of Q3 2018, up from 11 in Q2 2018.
- Funds reported $33.1M of Invesco DWA Momentum & Low Volatility Rotation ETF stock for Q3 2018, up 28% quarter-over-quarter.
- 6 funds opened new Invesco DWA Momentum & Low Volatility Rotation ETF positions in Q3 2018 and 1 closed out, a net change of +5 holders.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.82M added.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF seller in Q3 2018 was Global Financial Private Capital, an estimated $174K sold.
Based on aggregated 13F filings for Q3 2018.