Invesco DWA Tactical Sector Rotation ETF
DWTR
DWTR was delisted on the 14th of February, 2020.
29 hedge funds and large institutions have $25.8M invested in Invesco DWA Tactical Sector Rotation ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 28 → 29 (+1)
9% less capital invested
Capital invested by funds: $28.3M → $25.8M (-$2.56M)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$655K |
| 2 |
Morgan Stanley
New York
|
+$185K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$28.8K |
| 4 |
CA
Calton & Associates
Tampa,
Florida
|
+$26.2K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$887K |
| 2 |
VF
Virtu Financial
New York
|
-$810K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$777K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$614K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $24K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
SAM
28
Shamrock Asset Management
Dallas,
Texas
| $6K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $4K | +$3.95K | +134 | New |
|
30
SG Americas Securities
New York
| – | -$154K | -5,370 | Closed |
|
DWTR Hedge Fund Activity: Q2 2018 in Review
29 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q2 2018, worth a combined $25.8M — down 9% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DWTR positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Stephens Inc, opening a new position worth an estimated $655K. The largest seller was LPL Financial, cutting an estimated $887K.
- 29 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q2 2018, up from 28 in Q1 2018.
- Funds reported $25.8M of Invesco DWA Tactical Sector Rotation ETF stock for Q2 2018, down 9% quarter-over-quarter.
- 2 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q2 2018 and 1 closed out, a net change of +1 holder.
- The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q2 2018 was Stephens Inc, an estimated $655K added.
- The largest Invesco DWA Tactical Sector Rotation ETF seller in Q2 2018 was LPL Financial, an estimated $887K sold.
Based on aggregated 13F filings for Q2 2018.