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Invesco Dorsey Wright Industrials Momentum ETF

33 hedge funds and large institutions have $58.7M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3233 (+1)

2.78% more ownership

Funds ownership: 42.22%45% (+2.8%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

5% less capital invested

Capital invested by funds: $61.9M → $58.7M (-$3.2M)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
11
Closed
3
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
$13.5M +$408K +8,678 +3%
Wells Fargo
2
Wells Fargo
California
$10.7M -$1.13M -24,000 -9%
U
3
UBS
Switzerland
$6.67M -$4.12M -87,661 -38%
RJA
4
Raymond James & Associates
Florida
$6M +$1.06M +22,645 +21%
Morgan Stanley
5
Morgan Stanley
New York
$4.49M -$285K -6,050 -6%
SAM
6
SignalPoint Asset Management
Missouri
$3.18M -$102K -2,161 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.83M +$2.13M +45,267 +275%
SG Americas Securities
8
SG Americas Securities
New York
$2.13M +$736K +15,657 +51%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.74M +$1.29M +27,459 +263%
LPL Financial
10
LPL Financial
California
$1.21M -$1.12M -23,788 -47%
Jane Street
11
Jane Street
New York
$1.03M +$1.06M +22,466 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$982K -$57.8K -1,228 -5%
VKH
13
Virtu KCG Holdings
New York
$782K +$803K +17,068 New
JMPWA
14
JP Morgan Private Wealth Advisors
California
$666K +$25.9K +550 +4%
KFS
15
KMS Financial Services
Washington
$539K +$76.2K +1,621 +16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$532K -$95.7K -2,035 -15%
HighTower Advisors
17
HighTower Advisors
Illinois
$376K +$55.5K +1,181 +17%
Ameriprise
18
Ameriprise
Minnesota
$328K +$222K +4,720 +193%
JFA
19
JNBA Financial Advisors
Minnesota
$308K
FIM
20
Freedom Investment Management
Connecticut
$212K +$8.75K +186 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$205K +$4.94K +105 +2%
GT
22
Glenmede Trust
Pennsylvania
$122K +$126K +2,686 New
FMP
23
Financial Management Professionals
Texas
$51K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$35K
MAS
25
Madden Advisory Services
Florida
$35K

PRN Hedge Fund Activity: Q3 2014 in Review

33 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q3 2014, worth a combined $58.7M — down 5.2% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PRN positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.13M. The largest seller was UBS, cutting an estimated $4.12M.

  • 33 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q3 2014, up from 32 in Q2 2014.
  • Funds reported $58.7M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q3 2014, down 5.2% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q3 2014 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q3 2014 was Royal Bank of Canada, an estimated $2.13M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q3 2014 was UBS, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2014.