Invesco DWA Tactical Sector Rotation ETF
DWTR
DWTR was delisted on the 14th of February, 2020.
32 hedge funds and large institutions have $49.5M invested in Invesco DWA Tactical Sector Rotation ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
65% more capital invested
Capital invested by funds: $30.1M → $49.5M (+$19.4M)
23% more funds holding
Funds holding: 26 → 32 (+6)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$18.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.18M |
| 3 |
Jane Street
New York
|
+$988K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$828K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$883K |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$473K |
| 3 |
LPL Financial
San Diego,
California
|
-$357K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$339K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$171K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $27K | +$26.5K | +879 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $25K | – | – | – |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $13K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $13K | +$12K | +400 | New |
|
|
SAM
30
Shamrock Asset Management
Dallas,
Texas
| $6K | – | – | – |
|
|
BRWM
31
B. Riley Wealth Management
Memphis,
Tennessee
| $1.45K | -$2.92K | -97 | -0.2% |
|
|
CA
32
Cetera Advisors
Denver,
Colorado
| – | -$60K | -2,000 | Closed |
|
33
Fidelity Investments
Boston,
Massachusetts
| – | +$30 | +1 | New |
|
DWTR Hedge Fund Activity: Q2 2019 in Review
32 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q2 2019, worth a combined $49.5M — up 65% from $30.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DWTR positions and 1 closed out — a net gain of 7 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Western Wealth Management, opening a new position worth an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $883K.
- 32 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q2 2019, up from 26 in Q1 2019.
- Funds reported $49.5M of Invesco DWA Tactical Sector Rotation ETF stock for Q2 2019, up 65% quarter-over-quarter.
- 8 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q2 2019 and 1 closed out, a net change of +7 holders.
- The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q2 2019 was Western Wealth Management, an estimated $18.1M added.
- The largest Invesco DWA Tactical Sector Rotation ETF seller in Q2 2019 was Morgan Stanley, an estimated $883K sold.
Based on aggregated 13F filings for Q2 2019.