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Invesco Dorsey Wright Industrials Momentum ETF

36 hedge funds and large institutions have $59.2M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more funds holding

Funds holding: 3336 (+3)

7.03% more ownership

Funds ownership: 45%52.02% (+7%)

1% more capital invested

Capital invested by funds: $58.7M → $59.2M (+$494K)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
5
Closed
5
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
$15.4M +$1.42M +30,865 +10%
RJA
2
Raymond James & Associates
Florida
$8.23M +$1.95M +42,398 +32%
Morgan Stanley
3
Morgan Stanley
New York
$7.62M +$2.88M +62,569 +64%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.1M +$4.05M +88,095 +143%
Wells Fargo
5
Wells Fargo
California
$4.46M -$6.37M -138,576 -60%
SAM
6
SignalPoint Asset Management
Missouri
$3.3M +$6.98K +152 +0.2%
UBS Group
7
UBS Group
Switzerland
$3.02M +$2.92M +63,645 New
Jane Street
8
Jane Street
New York
$1.32M +$244K +5,308 +24%
LPL Financial
9
LPL Financial
California
$1.22M -$58.9K -1,281 -5%
Stifel Financial
10
Stifel Financial
Missouri
$876K +$849K +18,477 New
Ameriprise
11
Ameriprise
Minnesota
$785K +$433K +9,417 +132%
CAN
12
Cetera Advisor Networks
California
$686K +$667K +14,512 New
JMPWA
13
JP Morgan Private Wealth Advisors
California
$673K -$15.9K -345 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$643K +$90.2K +1,962 +17%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$633K +$578K +12,571 +1,626%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$582K +$564K +12,267 New
PHS
17
Pekin Hardy Strauss
Illinois
$382K +$370K +8,048 New
WA
18
WESPAC Advisors
California
$382K +$370K +8,048 New
JFA
19
JNBA Financial Advisors
Minnesota
$319K
HighTower Advisors
20
HighTower Advisors
Illinois
$300K -$85.7K -1,864 -23%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$280K +$66K +1,436 +32%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$265K -$729K -15,861 -74%
CA
23
Cetera Advisors
Colorado
$244K +$239K +5,195 New
WA
24
WFG Advisors
Texas
$138K +$104K +2,267 +353%
GT
25
Glenmede Trust
Pennsylvania
$127K

PRN Hedge Fund Activity: Q4 2014 in Review

36 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q4 2014, worth a combined $59.2M — up 0.84% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PRN positions and 5 closed out — a net gain of 5 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.05M. The largest seller was Wells Fargo, cutting an estimated $6.37M.

  • 36 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q4 2014, up from 33 in Q3 2014.
  • Funds reported $59.2M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q4 2014, up 0.84% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q4 2014 and 5 closed out, a net change of +5 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q4 2014 was Royal Bank of Canada, an estimated $4.05M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q4 2014 was Wells Fargo, an estimated $6.37M sold.

Based on aggregated 13F filings for Q4 2014.