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DWTR

Invesco DWA Tactical Sector Rotation ETF

Delisted

DWTR was delisted on the 14th of February, 2020.

29 hedge funds and large institutions have $25.8M invested in Invesco DWA Tactical Sector Rotation ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2829 (+1)

9% less capital invested

Capital invested by funds: $28.3M → $25.8M (-$2.56M)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.13M -$614K -20,833 -8%
LPL Financial
2
LPL Financial
California
$6.39M -$887K -30,109 -12%
Morgan Stanley
3
Morgan Stanley
New York
$2.65M +$185K +6,297 +8%
UBS Group
4
UBS Group
Switzerland
$1.58M +$28.8K +978 +2%
PAG
5
Private Advisor Group
New Jersey
$1.49M -$777K -26,399 -34%
Wells Fargo
6
Wells Fargo
California
$880K -$69.4K -2,357 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$799K -$58K -1,968 -7%
SI
8
Stephens Inc
Arkansas
$659K +$655K +22,250 New
VF
9
Virtu Financial
New York
$490K -$810K -27,512 -62%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$443K -$302K -10,263 -41%
CA
11
Calton & Associates
Florida
$434K +$26.2K +890 +7%
PFS
12
Prospera Financial Services
Texas
$363K -$352K -11,968 -49%
RJA
13
Raymond James & Associates
Florida
$347K -$78.7K -2,672 -19%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$334K
Jane Street
15
Jane Street
New York
$310K -$137K -4,668 -31%
AG
16
Advisor Group
Arizona
$292K -$59.8K -2,032 -17%
Bank of America
17
Bank of America
North Carolina
$277K +$147 +5 +0.1%
CAN
18
Cetera Advisor Networks
California
$268K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$262K +$29 +1 +0%
FA
20
Fortis Advisors
Pennsylvania
$169K -$121K -4,103 -42%
IA
21
IFP Advisors
Florida
$50K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$37K
WWMSC
23
Wagner Wealth Management (South Carolina)
South Carolina
$34K
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$33K
SF
25
Synovus Financial
Georgia
$29K

DWTR Hedge Fund Activity: Q2 2018 in Review

29 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q2 2018, worth a combined $25.8M — down 9% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new DWTR positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 12 trimmed.

The largest buyer was Stephens Inc, opening a new position worth an estimated $655K. The largest seller was LPL Financial, cutting an estimated $887K.

  • 29 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q2 2018, up from 28 in Q1 2018.
  • Funds reported $25.8M of Invesco DWA Tactical Sector Rotation ETF stock for Q2 2018, down 9% quarter-over-quarter.
  • 2 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q2 2018 and 1 closed out, a net change of +1 holder.
  • The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q2 2018 was Stephens Inc, an estimated $655K added.
  • The largest Invesco DWA Tactical Sector Rotation ETF seller in Q2 2018 was LPL Financial, an estimated $887K sold.

Based on aggregated 13F filings for Q2 2018.