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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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31 hedge funds and large institutions have $24.7M invested in Invesco DWA Tactical Sector Rotation ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 33 → 31 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

44% less capital invested

Capital invested by funds: $44.1M → $24.7M (-$19.3M)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$3.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
3
Citadel Advisors
Citadel Advisors
Florida
+$452K
4
Morgan Stanley
Morgan Stanley
New York
+$331K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$324K

Top Sellers

Rank Fund Capital Flow
1
BTS
BB&T Securities
Virginia
-$12.2M
2
PAG
Private Advisor Group
New Jersey
-$3.85M
3
LPL Financial
LPL Financial
California
-$823K
4
Wells Fargo
Wells Fargo
California
-$700K
5
PAG
Private Advisory Group
Washington
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$28K – – –
GRP
27
Global Retirement Partners
California
$20K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$11K +$12.2K +455 New
NFG
29
Next Financial Group
Texas
$10K -$10.8K -400 -50%
SAM
30
Shamrock Asset Management
Texas
$5K – – –
CA
31
Claro Advisors
Massachusetts
$3K +$2.69K +100 New
BTS
32
BB&T Securities
Virginia
– -$12.2M -385,798 Closed
PAG
33
Private Advisor Group
New Jersey
– -$3.85M -121,801 Closed
PAG
34
Private Advisory Group
Washington
– -$414K -14,403 Closed
FA
35
Fortis Advisors
Pennsylvania
– -$181K -5,710 Closed
ASN
36
Advisory Services Network
Georgia
– -$32K -1,000 Closed
SF
37
Synovus Financial
Georgia
– -$26.1K -971 Closed
MWPCG
38
Measured Wealth Private Client Group
New Hampshire
– -$11K -350 Closed
1
2

DWTR Hedge Fund Activity: Q4 2018 in Review

31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q4 2018, worth a combined $24.7M — down 44% from $44.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DWTR and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 6 added.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $3.43M. The largest seller was BB&T Securities, exiting entirely with an estimated $12.2M sold.

  • 31 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q4 2018, down from 33 in Q3 2018.
  • Funds reported $24.7M of Invesco DWA Tactical Sector Rotation ETF stock for Q4 2018, down 44% quarter-over-quarter.
  • 6 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q4 2018 and 7 closed out, a net change of -1 holder.
  • The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q4 2018 was OneDigital Investment Advisors, an estimated $3.43M added.
  • The largest Invesco DWA Tactical Sector Rotation ETF seller in Q4 2018 was BB&T Securities, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2018.