Invesco Dorsey Wright Financial Momentum ETF
31 hedge funds and large institutions have $19.4M invested in Invesco Dorsey Wright Financial Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 11 closing their positions.
1.04% more ownership
Funds ownership: 46.36% → 47.4% (+1%)
24% less funds holding
Funds holding: 41 → 31 (-10)
55% less capital invested
Capital invested by funds: $43M → $19.4M (-$23.6M)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$228K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$190K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$153K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$40.3K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$264 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.08M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.15M |
| 3 |
Morgan Stanley
New York
|
-$2.63M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.56M |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$801K |
PFI Hedge Fund Activity: Q2 2022 in Review
31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q2 2022, worth a combined $19.4M — down 55% from $43M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PFI and 2 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 6 added.
The largest buyer was Flow Traders U.S., adding an estimated $228K. The largest seller was Janney Montgomery Scott, cutting an estimated $4.08M.
- 31 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q2 2022, down from 41 in Q1 2022.
- Funds reported $19.4M of Invesco Dorsey Wright Financial Momentum ETF stock for Q2 2022, down 55% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q2 2022 and 11 closed out, a net change of -9 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $228K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q2 2022 was Janney Montgomery Scott, an estimated $4.08M sold.
Based on aggregated 13F filings for Q2 2022.