Invesco Dorsey Wright Financial Momentum ETF
18 hedge funds and large institutions have $11.4M invested in Invesco Dorsey Wright Financial Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 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)
4.52% less ownership
Funds ownership: 38.5% → 33.98% (-4.5%)
26% less capital invested
Capital invested by funds: $15.4M → $11.4M (-$3.96M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$370K |
| 2 |
HF
HRT Financial
New York
|
+$349K |
| 3 |
LPL Financial
San Diego,
California
|
+$94K |
| 4 |
Jane Street
New York
|
+$62.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$810K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$508K |
| 5 |
Morgan Stanley
New York
|
-$226K |
PFI Hedge Fund Activity: Q2 2015 in Review
18 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q2 2015, worth a combined $11.4M — down 26% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PFI positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $370K. The largest seller was Citadel Advisors, cutting an estimated $1.43M.
- 18 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q2 2015, up from 17 in Q1 2015.
- Funds reported $11.4M of Invesco Dorsey Wright Financial Momentum ETF stock for Q2 2015, down 26% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q2 2015 and 1 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q2 2015 was Susquehanna International Group, an estimated $370K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q2 2015 was Citadel Advisors, an estimated $1.43M sold.
Based on aggregated 13F filings for Q2 2015.