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Invesco Dorsey Wright Financial Momentum ETF
PFI

37 hedge funds and large institutions have $37.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more funds holding

Funds holding: 34 → 37 (+3)

0.69% less ownership

Funds ownership: 67.3% → 66.61% (-0.69%)

4% less capital invested

Capital invested by funds: $39.2M → $37.8M (-$1.4M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SOS
Silver Oak Securities
Tennessee
+$626K
2
Morgan Stanley
Morgan Stanley
New York
+$492K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240K
4
PAG
Private Advisor Group
New Jersey
+$212K
5
Citadel Advisors
Citadel Advisors
Florida
+$196K

Top Sellers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
-$1.94M
2
UBS Group
UBS Group
Switzerland
-$644K
3
FTUS
Flow Traders U.S.
New York
-$368K
4
TFA
Transamerica Financial Advisors
Florida
-$199K
5
Osaic Holdings
Osaic Holdings
Arizona
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$144K -$179K -4,314 -55%
Wells Fargo
27
Wells Fargo
California
$137K +$3.65K +88 +3%
MIM
28
MTM Investment Management
South Carolina
$128K -$3.53K -85 -3%
ASN
29
Advisory Services Network
Georgia
$113K +$115K +2,770 New
BAM
30
Bellevue Asset Management
Washington
$73.1K – – –
GWM
31
Geneos Wealth Management
Colorado
$24.4K – – –
HI
32
Harbour Investments
Wisconsin
$8.39K – – –
FFA
33
Founders Financial Alliance
North Carolina
$6.4K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$6K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Simplex Trading
36
Simplex Trading
Illinois
$4K +$4.15K +100 New
MWM
37
MinichMacGregor Wealth Management
New York
$2.12K +$2.16K +52 New
FTUS
38
Flow Traders U.S.
New York
– -$368K -9,609 Closed
IA
39
IFP Advisors
Florida
– -$51K -1,405 Closed
LSA
40
Lansing Street Advisors
Pennsylvania
– -$28K -720 Closed
1
2

PFI Hedge Fund Activity: Q4 2022 in Review

37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2022, worth a combined $37.8M — down 3.6% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFI positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $626K. The largest seller was CX Institutional, cutting an estimated $1.94M.

  • 37 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2022, up from 34 in Q3 2022.
  • Funds reported $37.8M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2022, down 3.6% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2022 was Silver Oak Securities, an estimated $626K added.
  • The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2022 was CX Institutional, an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2022.