Invesco Dorsey Wright Financial Momentum ETF
29 hedge funds and large institutions have $9.3M invested in Invesco Dorsey Wright Financial Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
2% less capital invested
Capital invested by funds: $9.48M → $9.3M (-$180K)
2.02% less ownership
Funds ownership: 39.27% → 37.26% (-2%)
3% less funds holding
Funds holding: 30 → 29 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$310K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$214K |
| 3 |
Jane Street
New York
|
+$157K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$39.4K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$21.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$937K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$526K |
| 3 |
Morgan Stanley
New York
|
-$355K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$332K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$171K |
PFI Hedge Fund Activity: Q1 2019 in Review
29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q1 2019, worth a combined $9.3M — down 1.9% from $9.48M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PFI and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 5 added.
The largest buyer was Stifel Financial, opening a new position worth an estimated $310K. The largest seller was Citadel Advisors, cutting an estimated $937K.
- 29 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q1 2019, down from 30 in Q4 2018.
- Funds reported $9.3M of Invesco Dorsey Wright Financial Momentum ETF stock for Q1 2019, down 1.9% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q1 2019 and 4 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q1 2019 was Stifel Financial, an estimated $310K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q1 2019 was Citadel Advisors, an estimated $937K sold.
Based on aggregated 13F filings for Q1 2019.