Invesco DWA Tactical Sector Rotation ETF
DWTR
DWTR was delisted on the 14th of February, 2020.
31 hedge funds and large institutions have $42.5M invested in Invesco DWA Tactical Sector Rotation ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
32% more capital invested
Capital invested by funds: $32.1M → $42.5M (+$10.3M)
7% more funds holding
Funds holding: 29 → 31 (+2)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$10.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$889K |
| 4 |
Jane Street
New York
|
+$837K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.49M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$509K |
| 3 |
LPL Financial
San Diego,
California
|
-$443K |
| 4 |
CA
Calton & Associates
Tampa,
Florida
|
-$363K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $81K | -$13.3K | -417 | -14% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $49K | -$22.3K | -700 | -32% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $39K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $23K | -$5.13K | -161 | -18% |
|
|
CAL
30
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $13K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $13K | – | – | – |
|
|
CA
32
Calton & Associates
Tampa,
Florida
| – | -$363K | -11,572 | Closed |
|
|
BAM
33
Belpointe Asset Management
Reno,
Nevada
| – | -$103K | -3,275 | Closed |
|
DWTR Hedge Fund Activity: Q4 2019 in Review
31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q4 2019, worth a combined $42.5M — up 32% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DWTR positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 15 trimmed.
The largest buyer was Western Wealth Management, opening a new position worth an estimated $10.3M. The largest seller was Wells Fargo, cutting an estimated $2.49M.
- 31 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q4 2019, up from 29 in Q3 2019.
- Funds reported $42.5M of Invesco DWA Tactical Sector Rotation ETF stock for Q4 2019, up 32% quarter-over-quarter.
- 5 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q4 2019 and 2 closed out, a net change of +3 holders.
- The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q4 2019 was Western Wealth Management, an estimated $10.3M added.
- The largest Invesco DWA Tactical Sector Rotation ETF seller in Q4 2019 was Wells Fargo, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2019.