Invesco DWA Tactical Sector Rotation ETF
DWTR
DWTR was delisted on the 14th of February, 2020.
25 hedge funds and large institutions have $40.5M invested in Invesco DWA Tactical Sector Rotation ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 19 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less funds holding
Funds holding: 29 → 25 (-4)
42% less capital invested
Capital invested by funds: $70.2M → $40.5M (-$29.7M)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
89% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$838K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$287K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$232K |
| 4 |
Jane Street
New York
|
+$31.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.4M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.91M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.15M |
| 4 |
Morgan Stanley
New York
|
-$3M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAA
26
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.91M | -79,260 | Closed |
|
27
Citadel Advisors
Miami,
Florida
| – | -$1M | -40,737 | Closed |
|
|
WP
28
WealthPLAN Partners
Omaha,
Nebraska
| – | -$423K | -17,550 | Closed |
|
|
DADC
29
D.A. Davidson & Co
Great Falls,
Montana
| – | -$28K | -1,147 | Closed |
|
|
BIG
30
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$5K | -200 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$1K | -42 | Closed |
|
DWTR Hedge Fund Activity: Q2 2017 in Review
25 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q2 2017, worth a combined $40.5M — down 42% from $70.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DWTR and 2 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 2 added.
The largest buyer was Royal Bank of Canada, adding an estimated $838K. The largest seller was UBS Group, cutting an estimated $14.4M.
- 25 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q2 2017, down from 29 in Q1 2017.
- Funds reported $40.5M of Invesco DWA Tactical Sector Rotation ETF stock for Q2 2017, down 42% quarter-over-quarter.
- 2 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q2 2017 and 6 closed out, a net change of -4 holders.
- The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q2 2017 was Royal Bank of Canada, an estimated $838K added.
- The largest Invesco DWA Tactical Sector Rotation ETF seller in Q2 2017 was UBS Group, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2017.