Invesco Dorsey Wright Financial Momentum ETF
47 hedge funds and large institutions have $52.7M invested in Invesco Dorsey Wright Financial Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
18% more funds holding
Funds holding: 40 → 47 (+7)
16% more capital invested
Capital invested by funds: $45.4M → $52.7M (+$7.26M)
8.47% more ownership
Funds ownership: 38.08% → 46.55% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.55M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.85M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$787K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$732K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$573K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.72M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.05M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$272K |
| 4 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$265K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$202K |
PFI Hedge Fund Activity: Q4 2021 in Review
47 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2021, worth a combined $52.7M — up 16% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PFI positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.55M. The largest seller was Envestnet Asset Management, cutting an estimated $2.72M.
- 47 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2021, up from 40 in Q3 2021.
- Funds reported $52.7M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2021 and 4 closed out, a net change of +7 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2021 was LPL Financial, an estimated $4.55M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2021.