Invesco Dorsey Wright Financial Momentum ETF
34 hedge funds and large institutions have $39.2M invested in Invesco Dorsey Wright Financial Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 6 closing their positions.
102% more capital invested
Capital invested by funds: $19.4M → $39.2M (+$19.8M)
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
19.9% more ownership
Funds ownership: 47.4% → 67.3% (+20%)
10% more funds holding
Funds holding: 31 → 34 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$11.8M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.46M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.31M |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$1.71M |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$755K |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$347K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$257K |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$57.7K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$53.9K |
PFI Hedge Fund Activity: Q3 2022 in Review
34 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q3 2022, worth a combined $39.2M — up 102% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFI positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $11.8M. The largest seller was UBS Group, cutting an estimated $755K.
- 34 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q3 2022, up from 31 in Q2 2022.
- Funds reported $39.2M of Invesco Dorsey Wright Financial Momentum ETF stock for Q3 2022, up 102% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q3 2022 and 6 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q3 2022 was Transamerica Financial Advisors, an estimated $11.8M added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q3 2022 was UBS Group, an estimated $755K sold.
Based on aggregated 13F filings for Q3 2022.