Invesco Dorsey Wright Financial Momentum ETF
38 hedge funds and large institutions have $46.7M invested in Invesco Dorsey Wright Financial Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
5.48% less ownership
Funds ownership: 67.32% → 61.84% (-5.5%)
7% less capital invested
Capital invested by funds: $49.9M → $46.7M (-$3.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$365K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$117K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$57.2K |
| 4 |
SG
StoneX Group
New York
|
+$23.1K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$2.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.17M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$576K |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$342K |
PFI Hedge Fund Activity: Q4 2017 in Review
38 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2017, worth a combined $46.7M — down 6.5% from $49.9M a quarter earlier.
Fund positioning in PFI was balanced in Q4 2017: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $365K. The largest seller was Transamerica Financial Advisors, cutting an estimated $2.4M.
- 38 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $46.7M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2017, down 6.5% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2017 and 4 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2017 was Raymond James & Associates, an estimated $365K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2017 was Transamerica Financial Advisors, an estimated $2.4M sold.
Based on aggregated 13F filings for Q4 2017.