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DWTR

Invesco DWA Tactical Sector Rotation ETF

Delisted

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

33 hedge funds and large institutions have $44.1M invested in Invesco DWA Tactical Sector Rotation ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

71% more capital invested

Capital invested by funds: $25.8M → $44.1M (+$18.3M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

14% more funds holding

Funds holding: 2933 (+4)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
1
BB&T Securities
Virginia
$12.2M +$11.9M +385,798 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.59M -$24.3K -784 -0.3%
LPL Financial
3
LPL Financial
California
$6.21M -$595K -19,214 -9%
PAG
4
Private Advisor Group
New Jersey
$3.85M +$2.22M +71,654 +143%
Morgan Stanley
5
Morgan Stanley
New York
$2.87M +$39K +1,260 +1%
UBS Group
6
UBS Group
Switzerland
$1.6M -$88.1K -2,847 -5%
BRWM
7
B. Riley Wealth Management
Tennessee
$1.52M +$1.49M +48,017 New
Wells Fargo
8
Wells Fargo
California
$1.17M +$227K +7,345 +25%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.09M +$603K +19,490 +130%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$849K -$4.95K -160 -0.6%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$527K +$481K +15,553 +1,196%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$522K +$237K +7,657 +87%
SI
13
Stephens Inc
Arkansas
$465K -$233K -7,543 -34%
CA
14
Calton & Associates
Florida
$450K +$1.24K +40 +0.3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$425K +$66.5K +2,150 +19%
PAG
16
Private Advisory Group
Washington
$414K +$446K +14,403 New
RJA
17
Raymond James & Associates
Florida
$395K +$24.1K +779 +7%
CAN
18
Cetera Advisor Networks
California
$335K +$49.4K +1,595 +18%
Bank of America
19
Bank of America
North Carolina
$288K -$7.33K -237 -3%
PFS
20
Prospera Financial Services
Texas
$286K -$84.6K -2,734 -22%
Jane Street
21
Jane Street
New York
$276K -$54K -1,744 -17%
AG
22
Advisor Group
Arizona
$256K -$55.1K -1,781 -18%
FA
23
Fortis Advisors
Pennsylvania
$181K
IA
24
IFP Advisors
Florida
$54K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$38K +$30.9K +998 +502%

DWTR Hedge Fund Activity: Q3 2018 in Review

33 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco DWA Tactical Sector Rotation ETF (DWTR) for Q3 2018, worth a combined $44.1M — up 71% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWTR positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was BB&T Securities, opening a new position worth an estimated $11.9M. The largest seller was LPL Financial, cutting an estimated $595K.

  • 33 institutional investors held Invesco DWA Tactical Sector Rotation ETF (DWTR) as of Q3 2018, up from 29 in Q2 2018.
  • Funds reported $44.1M of Invesco DWA Tactical Sector Rotation ETF stock for Q3 2018, up 71% quarter-over-quarter.
  • 6 funds opened new Invesco DWA Tactical Sector Rotation ETF positions in Q3 2018 and 2 closed out, a net change of +4 holders.
  • The largest Invesco DWA Tactical Sector Rotation ETF buyer in Q3 2018 was BB&T Securities, an estimated $11.9M added.
  • The largest Invesco DWA Tactical Sector Rotation ETF seller in Q3 2018 was LPL Financial, an estimated $595K sold.

Based on aggregated 13F filings for Q3 2018.