Invesco Dorsey Wright Financial Momentum ETF
20 hedge funds and large institutions have $10.4M invested in Invesco Dorsey Wright Financial Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
11% more funds holding
Funds holding: 18 → 20 (+2)
0.41% less ownership
Funds ownership: 33.98% → 33.57% (-0.41%)
9% less capital invested
Capital invested by funds: $11.4M → $10.4M (-$1.02M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$280K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$248K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$130K |
| 4 |
LPL Financial
San Diego,
California
|
+$29.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$421K |
| 2 |
HF
HRT Financial
New York
|
-$341K |
| 3 |
Morgan Stanley
New York
|
-$248K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$198K |
| 5 |
Jane Street
New York
|
-$79.4K |
PFI Hedge Fund Activity: Q3 2015 in Review
20 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q3 2015, worth a combined $10.4M — down 8.9% from $11.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PFI positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $280K. The largest seller was Royal Bank of Canada, cutting an estimated $421K.
- 20 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q3 2015, up from 18 in Q2 2015.
- Funds reported $10.4M of Invesco Dorsey Wright Financial Momentum ETF stock for Q3 2015, down 8.9% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q3 2015 and 1 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q3 2015 was Susquehanna International Group, an estimated $280K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q3 2015 was Royal Bank of Canada, an estimated $421K sold.
Based on aggregated 13F filings for Q3 2015.