Invesco Dorsey Wright Financial Momentum ETF
38 hedge funds and large institutions have $79.2M invested in Invesco Dorsey Wright Financial Momentum ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
529% more capital invested
Capital invested by funds: $12.6M → $79.2M (+$66.6M)
81% more funds holding
Funds holding: 21 → 38 (+17)
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
35.14% more ownership
Funds ownership: 45.6% → 80.74% (+35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$38.2M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$11.3M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.9M |
| 4 |
Morgan Stanley
New York
|
+$2.77M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$787K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$749K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$529K |
| 4 |
Jane Street
New York
|
-$313K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$63.1K |
PFI Hedge Fund Activity: Q4 2016 in Review
38 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2016, worth a combined $79.2M — up 529% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PFI positions and 2 closed out — a net gain of 17 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $38.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $787K sold.
- 38 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2016, up from 21 in Q3 2016.
- Funds reported $79.2M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2016, up 529% quarter-over-quarter.
- 19 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2016 and 2 closed out, a net change of +17 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2016 was Invesco, an estimated $38.2M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2016 was Susquehanna International Group, an estimated $787K sold.
Based on aggregated 13F filings for Q4 2016.