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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 $99.5M invested in Invesco DWA Tactical Sector Rotation ETF in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$33.4M
2
Morgan Stanley
Morgan Stanley
New York
+$15.7M
3
Bank of America
Bank of America
North Carolina
+$12.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.79M
5
MFS
MSI Financial Services
Massachusetts
+$4.63M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$31.8M +$33.4M +1,300,720 New
Morgan Stanley
2
Morgan Stanley
New York
$15.4M +$15.7M +611,681 New
Bank of America
3
Bank of America
North Carolina
$12.3M +$12.5M +488,569 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.67M +$6.79M +264,746 New
WP
5
WealthPLAN Partners
Nebraska
$6.29M +$16.3M +635,246 New
MFS
6
MSI Financial Services
Massachusetts
$4.55M +$4.63M +180,569 New
Jane Street
7
Jane Street
New York
$3.83M +$3.9M +152,042 New
PAG
8
Private Advisor Group
New Jersey
$3.35M +$3.41M +133,094 New
AIG
9
American International Group
New York
$3.13M +$3.19M +124,173 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.88M +$2.93M +114,199 New
RJA
11
Raymond James & Associates
Florida
$1.86M +$1.9M +73,910 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.28M +$1.3M +50,812 New
PFS
13
Prospera Financial Services
Texas
$990K +$1.01M +39,297 New
NPC
14
National Planning Corporation
California
$757K +$911K +35,500 New
CAN
15
Cetera Advisor Networks
California
$566K +$573K +22,334 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$491K +$500K +19,496 New
SF
17
Synovus Financial
Georgia
$483K +$492K +19,184 New
VKH
18
Virtu KCG Holdings
New York
$463K +$472K +18,390 New
FHC
19
First Heartland Consultants
Missouri
$436K +$444K +17,301 New
ICOA
20
Investment Centers of America
North Dakota
$400K +$408K +15,900 New
SHA
21
Smith Hayes Advisers
Nebraska
$351K +$358K +13,939 New
Stifel Financial
22
Stifel Financial
Missouri
$337K +$343K +13,368 New
ACM
23
Aviance Capital Management
Florida
$276K +$281K +10,938 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$238K +$242K +9,433 New
BTS
25
BB&T Securities
Virginia
$220K +$224K +8,747 New
1
2

DWTR Hedge Fund Activity: Q4 2015 in Review

31 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q4 2015, worth a combined $99.5M.

Buyers outnumbered sellers: 31 funds opened new DWTR positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $33.4M.

  • 31 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q4 2015, up from 0 in Q3 2015.
  • Funds reported $99.5M of Invesco DWA Tactical Sector Rotation ETF stock for Q4 2015.
  • 31 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q4 2015 and 0 closed out, a net change of +31 holders.
  • The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q4 2015 was LPL Financial, an estimated $33.4M added.

Based on aggregated 13F filings for Q4 2015.