Invesco Dorsey Wright Financial Momentum ETF
18 hedge funds and large institutions have $11.6M invested in Invesco Dorsey Wright Financial Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more funds holding
Funds holding: 17 → 18 (+1)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
68% less capital inflows, than outflows
Capital inflows: $1.06M | Capital outflows: $3.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$789K |
| 2 |
Morgan Stanley
New York
|
+$118K |
| 3 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$61.8K |
| 4 |
UBS
Zurich,
Switzerland
|
+$53.1K |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$32.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 3 |
Jane Street
New York
|
-$680K |
| 4 |
SignalPoint Asset Management
Springfield,
Missouri
|
-$100K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$78.8K |
PFI Hedge Fund Activity: Q3 2014 in Review
18 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q3 2014, worth a combined $11.6M — down 18% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PFI positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $789K. The largest seller was Bank of America, cutting an estimated $1.41M.
- 18 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q3 2014, up from 17 in Q2 2014.
- Funds reported $11.6M of Invesco Dorsey Wright Financial Momentum ETF stock for Q3 2014, down 18% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q3 2014 and 1 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q3 2014 was Royal Bank of Canada, an estimated $789K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q3 2014 was Bank of America, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2014.