Invesco Dorsey Wright Financial Momentum ETF
14 hedge funds and large institutions have $7.65M invested in Invesco Dorsey Wright Financial Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more funds holding
Funds holding: 12 → 14 (+2)
16% more capital invested
Capital invested by funds: $6.62M → $7.65M (+$1.04M)
0.81% less ownership
Funds ownership: 28.34% → 27.54% (-0.81%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$588K |
| 2 |
LPL Financial
San Diego,
California
|
+$382K |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$288K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$55.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$939K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$136K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19.6K |
| 5 |
AIG
American International Group
New York
|
-$12.5K |
PFI Hedge Fund Activity: Q4 2013 in Review
14 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2013, worth a combined $7.65M — up 16% from $6.62M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PFI positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $588K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $939K sold.
- 14 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2013, up from 12 in Q3 2013.
- Funds reported $7.65M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2013, up 16% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2013 and 1 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2013 was Morgan Stanley, an estimated $588K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2013 was Susquehanna International Group, an estimated $939K sold.
Based on aggregated 13F filings for Q4 2013.