Invesco Dorsey Wright Industrials Momentum ETF
PRN
64 hedge funds and large institutions have $95.7M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
50% more call options, than puts
Call options by funds: $355K | Put options by funds: $237K
25% more capital invested
Capital invested by funds: $76.8M → $95.7M (+$18.9M)
8% more funds holding
Funds holding: 59 → 64 (+5)
2.29% less ownership
Funds ownership: 53.44% → 51.15% (-2.3%)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.08M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$516K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$503K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$446K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$869K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$814K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$425K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$412K |
PRN Hedge Fund Activity: Q4 2023 in Review
64 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q4 2023, worth a combined $95.7M — up 25% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PRN positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Transamerica Financial Advisors, cutting an estimated $1.28M.
- 64 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q4 2023, up from 59 in Q3 2023.
- Funds reported $95.7M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q4 2023 and 6 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.08M added.
- The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q4 2023 was Transamerica Financial Advisors, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2023.