Invesco Dorsey Wright Financial Momentum ETF
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.
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
15.53% less ownership
Funds ownership: 59.99% → 44.46% (-16%)
24% less funds holding
Funds holding: 38 → 29 (-9)
59% less capital invested
Capital invested by funds: $38.3M → $15.5M (-$22.7M)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 2 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
+$609K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$285K |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$281K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$17.4M |
| 2 |
Jane Street
New York
|
-$566K |
| 3 |
SG
StoneX Group
New York
|
-$390K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$329K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$225K |
PFI Hedge Fund Activity: Q1 2020 in Review
29 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q1 2020, worth a combined $15.5M — down 59% from $38.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PFI and 3 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, adding an estimated $1.06M. The largest seller was Invesco, exiting entirely with an estimated $17.4M sold.
- 29 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q1 2020, down from 38 in Q4 2019.
- Funds reported $15.5M of Invesco Dorsey Wright Financial Momentum ETF stock for Q1 2020, down 59% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q1 2020 and 10 closed out, a net change of -7 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q1 2020 was Citadel Advisors, an estimated $1.06M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q1 2020 was Invesco, an estimated $17.4M sold.
Based on aggregated 13F filings for Q1 2020.