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Invesco Dorsey Wright Financial Momentum ETF
PFI

34 hedge funds and large institutions have $39.2M invested in Invesco Dorsey Wright Financial Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $19.4M → $39.2M (+$19.8M)

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

19.9% more ownership

Funds ownership: 47.4% → 67.3% (+20%)

10% more funds holding

Funds holding: 31 → 34 (+3)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
Transamerica Financial Advisors
Florida
+$11.8M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.46M
3
CI
CX Institutional
Indiana
+$2.31M
4
CPC
Consolidated Planning Corp
Georgia
+$1.71M
5
GCA
Genesee Capital Advisors
New York
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$755K
2
SOS
Silver Oak Securities
Tennessee
-$347K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$257K
4
IMC Chicago
IMC Chicago
Illinois
-$57.7K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$53.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
26
MTM Investment Management
South Carolina
$124K – – –
BAM
27
Bellevue Asset Management
Washington
$71K – – –
IA
28
IFP Advisors
Florida
$51K – – –
LSA
29
Lansing Street Advisors
Pennsylvania
$28K +$29.9K +720 New
GWM
30
Geneos Wealth Management
Colorado
$22K – – –
HI
31
Harbour Investments
Wisconsin
$8K – – –
FFA
32
Founders Financial Alliance
North Carolina
$6K +$6.53K +157 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$5K +$42 +1 +0.8%
TRCT
34
Tower Research Capital (TRC)
New York
$5K +$4.7K +113 +452%
SOS
35
Silver Oak Securities
Tennessee
– -$347K -8,463 Closed
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
– -$257K -6,484 Closed
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
– -$22K -550 Closed
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
– -$4K -103 Closed
APA
39
American Portfolios Advisors
New York
– -$3.96K -100 Closed
1
2

PFI Hedge Fund Activity: Q3 2022 in Review

34 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q3 2022, worth a combined $39.2M — up 102% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFI positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Transamerica Financial Advisors, adding an estimated $11.8M. The largest seller was UBS Group, cutting an estimated $755K.

  • 34 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q3 2022, up from 31 in Q2 2022.
  • Funds reported $39.2M of Invesco Dorsey Wright Financial Momentum ETF stock for Q3 2022, up 102% quarter-over-quarter.
  • 9 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q3 2022 was Transamerica Financial Advisors, an estimated $11.8M added.
  • The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q3 2022 was UBS Group, an estimated $755K sold.

Based on aggregated 13F filings for Q3 2022.