Invesco DWA Tactical Sector Rotation ETF
DWTR
DWTR was delisted on the 14th of February, 2020.
28 hedge funds and large institutions have $28.3M invested in Invesco DWA Tactical Sector Rotation ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
8% more funds holding
Funds holding: 26 → 28 (+2)
13% less capital invested
Capital invested by funds: $32.5M → $28.3M (-$4.18M)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.29M |
| 2 |
CA
Calton & Associates
Tampa,
Florida
|
+$388K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$380K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$349K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$2.74M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.27M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.23M |
| 4 |
Jane Street
New York
|
-$643K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $23K | +$23.3K | +800 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
SAM
28
Shamrock Asset Management
Dallas,
Texas
| $6K | – | – | – |
|
|
29
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$1.23M | -43,422 | Closed |
|
30
MML Investors Services
Springfield,
Massachusetts
| – | -$238K | -8,420 | Closed |
|
DWTR Hedge Fund Activity: Q1 2018 in Review
28 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q1 2018, worth a combined $28.3M — down 13% from $32.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DWTR positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 13 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $1.29M. The largest seller was Fortis Advisors, cutting an estimated $2.74M.
- 28 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q1 2018, up from 26 in Q4 2017.
- Funds reported $28.3M of Invesco DWA Tactical Sector Rotation ETF stock for Q1 2018, down 13% quarter-over-quarter.
- 4 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q1 2018 and 2 closed out, a net change of +2 holders.
- The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q1 2018 was Virtu Financial, an estimated $1.29M added.
- The largest Invesco DWA Tactical Sector Rotation ETF seller in Q1 2018 was Fortis Advisors, an estimated $2.74M sold.
Based on aggregated 13F filings for Q1 2018.