Invesco DWA Tactical Sector Rotation ETF
DWTR
DWTR was delisted on the 14th of February, 2020.
29 hedge funds and large institutions have $70.2M invested in Invesco DWA Tactical Sector Rotation ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 33 → 29 (-4)
16% less capital invested
Capital invested by funds: $84M → $70.2M (-$13.8M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
78% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.96M |
| 2 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$1.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$807K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$726K |
| 5 |
Jane Street
New York
|
+$84K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.17M |
| 2 |
Morgan Stanley
New York
|
-$2.99M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.9M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.77M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $22K | -$22.3K | -900 | -50% |
|
|
BIG
27
Bellwether Investment Group
Chattanooga,
Tennessee
| $5K | – | – | – |
|
|
SAM
28
Shamrock Asset Management
Dallas,
Texas
| $5K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $1K | +$1.04K | +42 | New |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| – | -$1.9M | -77,350 | Closed |
|
31
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$491K | -20,273 | Closed |
|
|
MIAN
32
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$277K | -11,415 | Closed |
|
|
TSS
33
Two Sigma Securities
New York
| – | -$225K | -9,261 | Closed |
|
34
Envestnet Asset Management
Chicago,
Illinois
| – | -$171K | -7,067 | Closed |
|
|
WAP
35
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$93K | -3,846 | Closed |
|
DWTR Hedge Fund Activity: Q1 2017 in Review
29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q1 2017, worth a combined $70.2M — down 16% from $84M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DWTR and 3 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 4 added.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $1.96M. The largest seller was Bank of America, cutting an estimated $3.17M.
- 29 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q1 2017, down from 33 in Q4 2016.
- Funds reported $70.2M of Invesco DWA Tactical Sector Rotation ETF stock for Q1 2017, down 16% quarter-over-quarter.
- 3 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q1 2017 and 6 closed out, a net change of -3 holders.
- The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q1 2017 was Independent Advisor Alliance, an estimated $1.96M added.
- The largest Invesco DWA Tactical Sector Rotation ETF seller in Q1 2017 was Bank of America, an estimated $3.17M sold.
Based on aggregated 13F filings for Q1 2017.