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DWTR

Invesco DWA Tactical Sector Rotation ETF
DWTR

Delisted

DWTR was delisted on the 14th of February, 2020.

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33 hedge funds and large institutions have $44.1M invested in Invesco DWA Tactical Sector Rotation ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

71% more capital invested

Capital invested by funds: $25.8M → $44.1M (+$18.3M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

14% more funds holding

Funds holding: 29 → 33 (+4)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
+$11.9M
2
PAG
Private Advisor Group
New Jersey
+$2.22M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$603K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$481K
5
PAG
Private Advisory Group
Washington
+$446K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$595K
2
VF
Virtu Financial
New York
-$490K
3
SI
Stephens Inc
Arkansas
-$233K
4
UBS Group
UBS Group
Switzerland
-$88.1K
5
PFS
Prospera Financial Services
Texas
-$84.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
26
Wagner Wealth Management (South Carolina)
South Carolina
$37K – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$35K – – –
ASN
28
Advisory Services Network
Georgia
$32K +$30.9K +1,000 New
SF
29
Synovus Financial
Georgia
$31K – – –
GRP
30
Global Retirement Partners
California
$25K – – –
NFG
31
Next Financial Group
Texas
$25K +$24.8K +800 New
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$11K +$10.8K +350 New
SAM
33
Shamrock Asset Management
Texas
$6K – – –
VF
34
Virtu Financial
New York
– -$490K -16,613 Closed
TRCT
35
Tower Research Capital (TRC)
New York
– -$4K -134 Closed
1
2

DWTR Hedge Fund Activity: Q3 2018 in Review

33 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q3 2018, worth a combined $44.1M — up 71% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWTR positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $11.9M. The largest seller was LPL Financial, cutting an estimated $595K.

  • 33 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q3 2018, up from 29 in Q2 2018.
  • Funds reported $44.1M of Invesco DWA Tactical Sector Rotation ETF stock for Q3 2018, up 71% quarter-over-quarter.
  • 6 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q3 2018 and 2 closed out, a net change of +4 holders.
  • The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q3 2018 was BB&T Securities, an estimated $11.9M added.
  • The largest Invesco DWA Tactical Sector Rotation ETF seller in Q3 2018 was LPL Financial, an estimated $595K sold.

Based on aggregated 13F filings for Q3 2018.