Invesco Dorsey Wright Financial Momentum ETF
29 hedge funds and large institutions have $36.9M invested in Invesco Dorsey Wright Financial Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
2% less capital invested
Capital invested by funds: $37.8M → $36.9M (-$889K)
1.55% less ownership
Funds ownership: 66.08% → 64.53% (-1.5%)
9% less funds holding
Funds holding: 32 → 29 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$523K |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$482K |
| 3 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$228K |
| 4 |
Morgan Stanley
New York
|
+$135K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$725K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$415K |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$186K |
| 4 |
LPL Financial
San Diego,
California
|
-$79.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$43.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $1.12K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1.07K | – | – | – |
|
|
CAS
28
Coppell Advisory Solutions
Coppell,
Texas
| $635 | +$630 | +13 | New |
|
29
Wells Fargo
San Francisco,
California
| $54 | – | – | – |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$415K | -8,355 | Closed |
|
|
AP
31
Advisors Preferred
Rockville,
Maryland
| – | -$186K | -3,785 | Closed |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.51K | -151 | Closed |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| – | -$1.69K | -34 | Closed |
|
PFI Hedge Fund Activity: Q2 2024 in Review
29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q2 2024, worth a combined $36.9M — down 2.4% from $37.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PFI and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $523K. The largest seller was Janney Montgomery Scott, cutting an estimated $725K.
- 29 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q2 2024, down from 32 in Q1 2024.
- Funds reported $36.9M of Invesco Dorsey Wright Financial Momentum ETF stock for Q2 2024, down 2.4% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $523K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $725K sold.
Based on aggregated 13F filings for Q2 2024.