Invesco Dorsey Wright Financial Momentum ETF
23 hedge funds and large institutions have $18.3M invested in Invesco Dorsey Wright Financial Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
58% more capital invested
Capital invested by funds: $11.6M → $18.3M (+$6.69M)
28% more funds holding
Funds holding: 18 → 23 (+5)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$891K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$798K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$600K |
| 5 |
Jane Street
New York
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$404K |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$286K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$17.5K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$14K |
| 5 |
LPL Financial
San Diego,
California
|
-$9.9K |
PFI Hedge Fund Activity: Q4 2014 in Review
23 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2014, worth a combined $18.3M — up 58% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFI positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.46M. The largest seller was Royal Bank of Canada, cutting an estimated $404K.
- 23 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2014, up from 18 in Q3 2014.
- Funds reported $18.3M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2014, up 58% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2014 and 2 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2014 was Morgan Stanley, an estimated $1.46M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $404K sold.
Based on aggregated 13F filings for Q4 2014.