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Invesco Dorsey Wright Financial Momentum ETF

11 hedge funds and large institutions have $6.74M invested in Invesco Dorsey Wright Financial Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

32.38% more ownership

Funds ownership: 0%32.38% (+32%)

Holders
11
Holders Change
+11
Holders Change %
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
SignalPoint Asset Management
Missouri
$2.82M +$2.78M +115,196 New
Bank of America
2
Bank of America
North Carolina
$1.78M +$1.75M +72,468 New
Wells Fargo
3
Wells Fargo
California
$689K +$679K +28,127 New
AIG
4
American International Group
New York
$487K +$479K +19,854 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$417K +$410K +16,998 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$282K +$277K +11,489 New
LPL Financial
7
LPL Financial
California
$217K +$213K +8,836 New
U
8
UBS
Switzerland
$39K +$37.9K +1,571 New
Citigroup
9
Citigroup
New York
$12K +$12.1K +500 New
RIA
10
Regal Investment Advisors
Michigan
$2K +$2.41K +100 New
KIG
11
Kessler Investment Group
Indiana
$1K +$1.23K +51 New

PFI Hedge Fund Activity: Q2 2013 in Review

11 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q2 2013, worth a combined $6.74M.

Buyers outnumbered sellers: 11 funds opened new PFI positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.

  • 11 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.74M of Invesco Dorsey Wright Financial Momentum ETF stock for Q2 2013.
  • 11 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +11 holders.

Based on aggregated 13F filings for Q2 2013.