Invesco Dorsey Wright Financial Momentum ETF
14 hedge funds and large institutions have $9.55M invested in Invesco Dorsey Wright Financial Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
25% more capital invested
Capital invested by funds: $7.65M → $9.55M (+$1.9M)
0% more funds holding
Funds holding: 14 → 14 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$938K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$604K |
| 3 |
Morgan Stanley
New York
|
+$288K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$189K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$54.2K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$34.6K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$21.7K |
PFI Hedge Fund Activity: Q1 2014 in Review
14 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q1 2014, worth a combined $9.55M — up 25% from $7.65M a quarter earlier.
Fund positioning in PFI was balanced in Q1 2014: 0 funds opened new positions, 0 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $938K. The largest seller was LPL Financial, cutting an estimated $54.2K.
- 14 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $9.55M of Invesco Dorsey Wright Financial Momentum ETF stock for Q1 2014, up 25% quarter-over-quarter.
- 0 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q1 2014 and 0 closed out.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q1 2014 was Royal Bank of Canada, an estimated $938K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q1 2014 was LPL Financial, an estimated $54.2K sold.
Based on aggregated 13F filings for Q1 2014.