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Invesco Dorsey Wright Industrials Momentum ETF

24 hedge funds and large institutions have $56.4M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

82% more capital invested

Capital invested by funds: $30.9M → $56.4M (+$25.5M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more funds holding

Funds holding: 2224 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.61% less ownership

Funds ownership: 45.37%43.76% (-1.6%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
11
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.1M +$16M +352,755 +232%
U
2
UBS
Switzerland
$10.5M +$639K +14,097 +7%
Wells Fargo
3
Wells Fargo
California
$5.76M +$2.79M +61,468 +104%
FMP
4
Financial Management Professionals
Texas
$5.11M -$66.8K -1,473 -1%
SAM
5
SignalPoint Asset Management
Missouri
$3.3M +$309K +6,813 +11%
Morgan Stanley
6
Morgan Stanley
New York
$2.13M +$622K +13,727 +44%
LPL Financial
7
LPL Financial
California
$1.58M +$932K +20,562 +164%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$795K -$33.3K -734 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$769K +$354K +7,797 +94%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$591K +$9.52K +210 +2%
CA
11
Cetera Advisors
Colorado
$477K +$220K +4,860 +95%
JFA
12
JNBA Financial Advisors
Minnesota
$363K
FAAS
13
First Allied Advisory Services
California
$264K +$247K +5,450 New
PAG
14
Private Advisor Group
New Jersey
$224K +$213K +4,704 New
FIM
15
Freedom Investment Management
Connecticut
$201K +$191K +4,222 New
NES
16
New England Securities
New York
$61K +$15.2K +335 +35%
Ameriprise
17
Ameriprise
Minnesota
$42K +$24.2K +534 +153%
MAS
18
Madden Advisory Services
Florida
$37K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$16K
MFS
20
MSI Financial Services
Massachusetts
$9K
WEC
21
Winslow Evans & Crocker
Massachusetts
$8K +$7.25K +160 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$7K +$6.57K +145 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6K +$5.89K +130 New
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$3K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$919K -21,605 Closed

PRN Hedge Fund Activity: Q4 2013 in Review

24 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q4 2013, worth a combined $56.4M — up 82% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PRN positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $919K sold.

  • 24 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q4 2013, up from 22 in Q3 2013.
  • Funds reported $56.4M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q4 2013, up 82% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q4 2013 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q4 2013 was Bank of America, an estimated $16M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q4 2013 was Susquehanna International Group, an estimated $919K sold.

Based on aggregated 13F filings for Q4 2013.