Invesco DWA Tactical Sector Rotation ETF
DWTR
DWTR was delisted on the 14th of February, 2020.
26 hedge funds and large institutions have $30.1M invested in Invesco DWA Tactical Sector Rotation ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 8 closing their positions.
22% more capital invested
Capital invested by funds: $24.7M → $30.1M (+$5.33M)
16% less funds holding
Funds holding: 31 → 26 (-5)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.86M |
| 2 |
Morgan Stanley
New York
|
+$1.14M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$660K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$98.3K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$55.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.93M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 3 |
Jane Street
New York
|
-$278K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$227K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
26
Shamrock Asset Management
Dallas,
Texas
| $6K | – | – | – |
|
|
27
Jane Street
New York
| – | -$278K | -11,305 | Closed |
|
|
CAN
28
Cetera Advisor Networks
El Segundo,
California
| – | -$227K | -9,163 | Closed |
|
|
PFS
29
Prospera Financial Services
Dallas,
Texas
| – | -$208K | -8,442 | Closed |
|
|
TSS
30
Two Sigma Securities
New York
| – | -$205K | -8,358 | Closed |
|
|
WAP
31
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$28K | -1,119 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$11K | -455 | Closed |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| – | -$10K | -400 | Closed |
|
|
CA
34
Claro Advisors
Boston,
Massachusetts
| – | -$3K | -100 | Closed |
|
DWTR Hedge Fund Activity: Q1 2019 in Review
26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q1 2019, worth a combined $30.1M — up 22% from $24.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of DWTR and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 6 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $2.86M. The largest seller was LPL Financial, cutting an estimated $1.93M.
- 26 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q1 2019, down from 31 in Q4 2018.
- Funds reported $30.1M of Invesco DWA Tactical Sector Rotation ETF stock for Q1 2019, up 22% quarter-over-quarter.
- 3 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q1 2019 and 8 closed out, a net change of -5 holders.
- The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q1 2019 was Private Advisor Group, an estimated $2.86M added.
- The largest Invesco DWA Tactical Sector Rotation ETF seller in Q1 2019 was LPL Financial, an estimated $1.93M sold.
Based on aggregated 13F filings for Q1 2019.