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Invesco Dorsey Wright Industrials Momentum ETF

35 hedge funds and large institutions have $57.6M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

3% less capital invested

Capital invested by funds: $59.2M → $57.6M (-$1.61M)

2.3% less ownership

Funds ownership: 52.02%49.73% (-2.3%)

3% less funds holding

Funds holding: 3635 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
5
Closed
9
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
$10.3M -$5.35M -112,537 -35%
Morgan Stanley
2
Morgan Stanley
New York
$9.41M +$1.63M +34,214 +21%
Wells Fargo
3
Wells Fargo
California
$8.13M +$3.54M +74,474 +79%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.27M +$39.7K +834 +0.6%
UBS Group
5
UBS Group
Switzerland
$3.76M +$676K +14,215 +22%
AIG
6
American International Group
New York
$2.5M +$2.43M +51,000 +6,977%
RJA
7
Raymond James & Associates
Florida
$2.37M -$5.92M -124,463 -72%
Jane Street
8
Jane Street
New York
$1.83M +$479K +10,081 +36%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.63M +$1.6M +33,746 New
LPL Financial
10
LPL Financial
California
$1.48M +$235K +4,942 +19%
Ameriprise
11
Ameriprise
Minnesota
$1.39M +$585K +12,295 +74%
CAN
12
Cetera Advisor Networks
California
$1.18M +$469K +9,867 +68%
Stifel Financial
13
Stifel Financial
Missouri
$1.14M +$243K +5,114 +28%
B
14
Baird
Wisconsin
$713K +$702K +14,773 New
JMPWA
15
JP Morgan Private Wealth Advisors
California
$675K -$10.2K -215 -2%
SAM
16
SignalPoint Asset Management
Missouri
$601K -$2.72M -57,239 -82%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$601K +$9.22K +194 +2%
WA
18
WESPAC Advisors
California
$438K +$48.7K +1,024 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$395K +$108K +2,265 +38%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$359K +$88.1K +1,853 +33%
JFA
21
JNBA Financial Advisors
Minnesota
$325K
FAAS
22
First Allied Advisory Services
California
$206K +$205K +4,309 New
WA
23
WFG Advisors
Texas
$175K +$34K +714 +25%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$158K -$478K -10,059 -75%
IP
25
Investment Partners
Ohio
$130K +$129K +2,705 New

PRN Hedge Fund Activity: Q1 2015 in Review

35 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q1 2015, worth a combined $57.6M — down 2.7% from $59.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PRN and 8 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $3.54M. The largest seller was Raymond James & Associates, cutting an estimated $5.92M.

  • 35 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q1 2015, down from 36 in Q4 2014.
  • Funds reported $57.6M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q1 2015, down 2.7% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q1 2015 and 9 closed out, a net change of -1 holder.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q1 2015 was Wells Fargo, an estimated $3.54M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q1 2015 was Raymond James & Associates, an estimated $5.92M sold.

Based on aggregated 13F filings for Q1 2015.