Invesco Dorsey Wright Financial Momentum ETF
37 hedge funds and large institutions have $37.8M invested in Invesco Dorsey Wright Financial Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
9% more funds holding
Funds holding: 34 → 37 (+3)
0.69% less ownership
Funds ownership: 67.3% → 66.61% (-0.69%)
4% less capital invested
Capital invested by funds: $39.2M → $37.8M (-$1.4M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$626K |
| 2 |
Morgan Stanley
New York
|
+$492K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$240K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$212K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.94M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$644K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$368K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$199K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$179K |
PFI Hedge Fund Activity: Q4 2022 in Review
37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Financial Momentum ETF (PFI) for Q4 2022, worth a combined $37.8M — down 3.6% from $39.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFI positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Silver Oak Securities, opening a new position worth an estimated $626K. The largest seller was CX Institutional, cutting an estimated $1.94M.
- 37 institutional investors held Invesco Dorsey Wright Financial Momentum ETF (PFI) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $37.8M of Invesco Dorsey Wright Financial Momentum ETF stock for Q4 2022, down 3.6% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Financial Momentum ETF positions in Q4 2022 and 3 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Financial Momentum ETF buyer in Q4 2022 was Silver Oak Securities, an estimated $626K added.
- The largest Invesco Dorsey Wright Financial Momentum ETF seller in Q4 2022 was CX Institutional, an estimated $1.94M sold.
Based on aggregated 13F filings for Q4 2022.