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Invesco Dorsey Wright Industrials Momentum ETF

42 hedge funds and large institutions have $64.7M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.25% less ownership

Funds ownership: 63%59.75% (-3.2%)

7% less funds holding

Funds holding: 4542 (-3)

12% less capital invested

Capital invested by funds: $73.6M → $64.7M (-$8.99M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$197K
GT
27
Glenmede Trust
Pennsylvania
$161K
AIM
28
Advantage Investment Management
Iowa
$148K +$22.1K +366 +18%
JFA
29
JNBA Financial Advisors
Minnesota
$127K
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K +$41.5K +688 +57%
ASN
31
Advisory Services Network
Georgia
$93K
DWM
32
Destination Wealth Management
California
$59K
PA
33
Parallel Advisors
California
$34K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$33K
SFG
35
SevenBridge Financial Group
Pennsylvania
$11K
IA
36
IFP Advisors
Florida
$6K -$3.44K -57 -36%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$4K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$4K +$60 +1 +1%
CAC
39
Certified Advisory Corp
Florida
$2K
MWM
40
MinichMacGregor Wealth Management
New York
$2K +$2.77K +46 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1K
Citadel Advisors
42
Citadel Advisors
Florida
-$2.38M -39,762 Closed
PAG
43
Private Advisor Group
New Jersey
-$756K -12,616 Closed
NA
44
NewEdge Advisors
Louisiana
-$253K -4,315 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
-$141K -2,356 Closed
APP
46
Avantax Planning Partners
Iowa
-$11K -179 Closed
NC
47
NewSquare Capital
Pennsylvania
-$5K -91 Closed

PRN Hedge Fund Activity: Q2 2018 in Review

42 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q2 2018, worth a combined $64.7M — down 12% from $73.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PRN and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 8 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.23M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.38M sold.

  • 42 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q2 2018, down from 45 in Q1 2018.
  • Funds reported $64.7M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q2 2018, down 12% quarter-over-quarter.
  • 3 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q2 2018 and 6 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q2 2018 was Raymond James & Associates, an estimated $1.23M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q2 2018 was Citadel Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2018.