Invesco DWA Momentum & Low Volatility Rotation ETF
DWLV
DWLV was delisted on the 20th of February, 2019.
11 hedge funds and large institutions have $6.99M invested in Invesco DWA Momentum & Low Volatility Rotation ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.
31% less funds holding
Funds holding: 16 → 11 (-5)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
79% less capital invested
Capital invested by funds: $33.1M → $6.99M (-$26.1M)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$400K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$109K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$49.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.65M |
| 3 |
Jane Street
New York
|
-$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$471K |
DWLV Hedge Fund Activity: Q4 2018 in Review
11 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) for Q4 2018, worth a combined $6.99M — down 79% from $33.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DWLV and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 3 added.
The largest buyer was Royal Bank of Canada, adding an estimated $400K. The largest seller was Bank of America, cutting an estimated $17.7M.
- 11 institutional investors held Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) as of Q4 2018, down from 16 in Q3 2018.
- Funds reported $6.99M of Invesco DWA Momentum & Low Volatility Rotation ETF stock for Q4 2018, down 79% quarter-over-quarter.
- 1 fund opened new Invesco DWA Momentum & Low Volatility Rotation ETF positions in Q4 2018 and 6 closed out, a net change of -5 holders.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $400K added.
- The largest Invesco DWA Momentum & Low Volatility Rotation ETF seller in Q4 2018 was Bank of America, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2018.