PFI icon

Invesco Dorsey Wright Financial Momentum ETF
PFI

Overview Fund Activity

29 hedge funds and large institutions have $15.5M invested in Invesco Dorsey Wright Financial Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-9
Holders Change %
-23.68%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$836K
2
APW
Aurora Private Wealth
New Jersey
+$478K
3
PAG
Private Advisor Group
New Jersey
+$224K
4
CAG
Csenge Advisory Group
Florida
+$220K
5
UBS Group
UBS Group
Switzerland
+$177K

Top Sellers

1
Invesco
Invesco
Georgia
-$17.4M
2
Jane Street
Jane Street
New York
-$566K
3
SG
StoneX Group
New York
-$390K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$329K
5
CAN
Cetera Advisor Networks
California
-$225K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.05M -$96.5K -3,324 -4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.85M -$86.6K -2,984 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.59M +$89K +3,066 +6%
CAG
4
Csenge Advisory Group
Florida
$1.54M +$220K +7,599 +17%
PAG
5
Private Advisor Group
New Jersey
$1.22M +$224K +7,710 +23%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.14M +$83.7K +2,882 +8%
Morgan Stanley
7
Morgan Stanley
New York
$1.09M -$153K -5,278 -12%
Citadel Advisors
8
Citadel Advisors
Florida
$1.05M +$836K +28,811 +399%
SAM
9
SignalPoint Asset Management
Missouri
$559K +$61.4K +2,114 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$506K +$506K +17,430 New
UBS Group
11
UBS Group
Switzerland
$498K +$177K +6,106 +55%
APW
12
Aurora Private Wealth
New Jersey
$478K +$478K +16,486 New
Ameriprise
13
Ameriprise
Minnesota
$408K -$176K -5,874 -30%
LPL Financial
14
LPL Financial
California
$342K -$48.6K -1,672 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$263K -$31.9K -1,102 -11%
SFI
16
SPC Financial Inc
Maryland
$210K +$26.4K +910 +14%
ADL
17
Asset Dedication LLC
California
$173K – – –
TFA
18
Transamerica Financial Advisors
Florida
$105K -$15.9K -547 -13%
Wells Fargo
19
Wells Fargo
California
$105K -$3.65K -125 -3%
BAM
20
Bellevue Asset Management
Washington
$91K -$76.5K -2,393 -46%
GT
21
Glenmede Trust
Pennsylvania
$82K – – –
ASN
22
Advisory Services Network
Georgia
$59K – – –
APA
23
American Portfolios Advisors
New York
$54.2K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$41K – – –
GWM
25
Geneos Wealth Management
Colorado
$17K – – –
1
2