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PMR

Invesco Dynamic Retail ETF

Delisted

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

18 hedge funds and large institutions have $8.56M invested in Invesco Dynamic Retail ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 1918 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

19% less capital invested

Capital invested by funds: $10.5M → $8.56M (-$1.95M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
3
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.19M +$2.23M +56,167 New
Morgan Stanley
2
Morgan Stanley
New York
$1.91M -$50.4K -1,271 -3%
Jane Street
3
Jane Street
New York
$1.7M +$1.49M +37,514 +628%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.31M +$1.33M +33,545 New
Citadel Advisors
5
Citadel Advisors
Florida
$459K +$467K +11,762 New
VKH
6
Virtu KCG Holdings
New York
$350K +$162K +4,085 +84%
OC
7
Oppenheimer & Co
New York
$229K -$47.7K -1,203 -17%
Bank of America
8
Bank of America
North Carolina
$105K -$130K -3,285 -55%
UBS Group
9
UBS Group
Switzerland
$102K +$3.25K +82 +3%
JG
10
Jefferies Group
New York
$70K +$71.5K +1,802 New
MFS
11
MSI Financial Services
Massachusetts
$66K -$29.8K -750 -31%
MAS
12
Madden Advisory Services
Florida
$22K +$23K +580 New
Wells Fargo
13
Wells Fargo
California
$21K -$6.63K -167 -24%
NFG
14
Next Financial Group
Texas
$15K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$10K +$10.6K +267 New
GWM
16
Gupta Wealth Management
California
$9K
Citigroup
17
Citigroup
New York
$4K +$4.21K +106 New
SAM
18
Stringer Asset Management
Tennessee
-$3.75M -90,542 Closed
RJA
19
Raymond James & Associates
Florida
-$1.31M -31,508 Closed
HH
20
Hilltop Holdings
Texas
-$815K -19,662 Closed
LPL Financial
21
LPL Financial
California
-$705K -17,094 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$325K -7,847 Closed
AP
23
Advisors Preferred
Maryland
-$227K -5,473 Closed
IC
24
Intersect Capital
California
-$41K -1,073 Closed
Creative Planning
25
Creative Planning
Kansas
-$8K -200 Closed

PMR Hedge Fund Activity: Q2 2015 in Review

18 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dynamic Retail ETF (PMR) for Q2 2015, worth a combined $8.56M — down 19% from $10.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PMR and 7 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.23M. The largest seller was Stringer Asset Management, exiting entirely with an estimated $3.75M sold.

  • 18 institutional investors held Invesco Dynamic Retail ETF (PMR) as of Q2 2015, down from 19 in Q1 2015.
  • Funds reported $8.56M of Invesco Dynamic Retail ETF stock for Q2 2015, down 19% quarter-over-quarter.
  • 7 funds opened new Invesco Dynamic Retail ETF positions in Q2 2015 and 8 closed out, a net change of -1 holder.
  • The largest Invesco Dynamic Retail ETF buyer in Q2 2015 was Goldman Sachs, an estimated $2.23M added.
  • The largest Invesco Dynamic Retail ETF seller in Q2 2015 was Stringer Asset Management, an estimated $3.75M sold.

Based on aggregated 13F filings for Q2 2015.