Invesco Dorsey Wright Financial Momentum ETF
21 hedge funds and large institutions have $11.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $10.4M → $11.8M (+$1.4M)
5% more funds holding
Funds holding: 20 → 21 (+1)
3.09% more ownership
Funds ownership: 33.57% → 36.66% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$665K |
| 2 |
LPL Financial
San Diego,
California
|
+$424K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$249K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$223K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$676K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$273K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$239K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.6K |
PFI Hedge Fund Activity: Q4 2015 in Review
21 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2015, worth a combined $11.8M — up 13% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PFI positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $665K. The largest seller was Jane Street, exiting entirely with an estimated $676K sold.
- 21 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2015, up from 20 in Q3 2015.
- Funds reported $11.8M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2015, up 13% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2015 and 4 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2015 was Morgan Stanley, an estimated $665K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2015 was Jane Street, an estimated $676K sold.
Based on aggregated 13F filings for Q4 2015.