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PMR

Invesco Dynamic Retail ETF

Delisted

PMR was delisted on the 14th of February, 2020.

19 hedge funds and large institutions have $10.5M invested in Invesco Dynamic Retail ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

5% less capital invested

Capital invested by funds: $11M → $10.5M (-$504K)

10% less funds holding

Funds holding: 2119 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
6
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Stringer Asset Management
Tennessee
$3.75M +$3.6M +90,542 New
Morgan Stanley
2
Morgan Stanley
New York
$2.08M +$348K +8,770 +21%
RJA
3
Raymond James & Associates
Florida
$1.31M +$1.25M +31,508 New
HH
4
Hilltop Holdings
Texas
$815K +$781K +19,662 New
LPL Financial
5
LPL Financial
California
$705K +$445K +11,205 +190%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$325K -$1.14M -28,697 -79%
OC
7
Oppenheimer & Co
New York
$293K +$397 +10 +0.1%
Jane Street
8
Jane Street
New York
$248K -$189K -4,752 -44%
Bank of America
9
Bank of America
North Carolina
$248K +$139K +3,491 +141%
AP
10
Advisors Preferred
Maryland
$227K +$217K +5,473 New
VKH
11
Virtu KCG Holdings
New York
$202K +$194K +4,873 New
UBS Group
12
UBS Group
Switzerland
$105K -$1.47K -37 -1%
MFS
13
MSI Financial Services
Massachusetts
$102K +$87.4K +2,200 +880%
IC
14
Intersect Capital
California
$41K -$715 -18 -2%
Wells Fargo
15
Wells Fargo
California
$29K +$3.5K +88 +14%
NFG
16
Next Financial Group
Texas
$16K
GWM
17
Gupta Wealth Management
California
$10K +$9.53K +240 New
Creative Planning
18
Creative Planning
Kansas
$8K -$755 -19 -9%
Deutsche Bank
19
Deutsche Bank
Germany
-$5.85M -150,000 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$304K -7,791 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$240K -6,156 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
-$211K -5,401 Closed
MAS
23
Madden Advisory Services
Florida
-$107K -2,737 Closed
AIG
24
American International Group
New York
-$4.06K -104 Closed
PMFA
25
Plante Moran Financial Advisors
Michigan
-$3K -72 Closed

PMR Hedge Fund Activity: Q1 2015 in Review

19 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Dynamic Retail ETF (PMR) for Q1 2015, worth a combined $10.5M — down 4.6% from $11M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PMR and 6 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 6 added.

The largest buyer was Stringer Asset Management, opening a new position worth an estimated $3.6M. The largest seller was Deutsche Bank, exiting entirely with an estimated $5.85M sold.

  • 19 institutional investors held Invesco Dynamic Retail ETF (PMR) as of Q1 2015, down from 21 in Q4 2014.
  • Funds reported $10.5M of Invesco Dynamic Retail ETF stock for Q1 2015, down 4.6% quarter-over-quarter.
  • 6 funds opened new Invesco Dynamic Retail ETF positions in Q1 2015 and 7 closed out, a net change of -1 holder.
  • The largest Invesco Dynamic Retail ETF buyer in Q1 2015 was Stringer Asset Management, an estimated $3.6M added.
  • The largest Invesco Dynamic Retail ETF seller in Q1 2015 was Deutsche Bank, an estimated $5.85M sold.

Based on aggregated 13F filings for Q1 2015.