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Invesco Dorsey Wright Financial Momentum ETF
PFI

14 hedge funds and large institutions have $9.6M 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.

New
Increased
Maintained
Reduced
Closed

1,800% more capital inflows, than outflows

Capital inflows: $2.1M | Capital outflows: $111K

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0% more funds holding

Funds holding: 14 → 14 (0)

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$938K
2
Bank of America
Bank of America
North Carolina
+$604K
3
Morgan Stanley
Morgan Stanley
New York
+$288K
4
SignalPoint Asset Management
SignalPoint Asset Management
Missouri
+$189K
5
Ameriprise
Ameriprise
Minnesota
+$31.6K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$54.2K
2
Wells Fargo
Wells Fargo
California
-$34.6K
3
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
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 $9.6M — 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 $9.6M 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.