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Invesco Dorsey Wright Industrials Momentum ETF

38 hedge funds and large institutions have $28M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 2 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4038 (-2)

13.7% less ownership

Funds ownership: 64.05%50.35% (-14%)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

71% less capital invested

Capital invested by funds: $95.9M → $28M (-$67.8M)

89% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
2
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.78M -$7.36M -164,359 -61%
Bank of America
2
Bank of America
North Carolina
$4.5M -$1.21M -27,025 -21%
Wells Fargo
3
Wells Fargo
California
$3.68M -$5.57M -124,493 -60%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$3.56M +$3.57M +79,874 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.32M -$510K -11,399 -28%
LPL Financial
6
LPL Financial
California
$1.3M +$451K +10,077 +52%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.1M -$580K -12,958 -34%
Stifel Financial
8
Stifel Financial
Missouri
$965K -$880K -19,670 -48%
Ameriprise
9
Ameriprise
Minnesota
$931K -$1.87M -41,776 -67%
VKH
10
Virtu KCG Holdings
New York
$898K +$902K +20,144 New
RJA
11
Raymond James & Associates
Florida
$746K -$11.2M -249,788 -94%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$597K
JMPWA
13
JP Morgan Private Wealth Advisors
California
$563K -$17.5K -390 -3%
SAM
14
SignalPoint Asset Management
Missouri
$453K -$72.8K -1,626 -14%
UBS Group
15
UBS Group
Switzerland
$413K -$7.08M -158,104 -94%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$367K -$1M -22,398 -73%
MFS
17
MSI Financial Services
Massachusetts
$355K -$283K -6,323 -44%
Jane Street
18
Jane Street
New York
$316K -$1.8M -40,144 -85%
HIIFS
19
Harel Insurance Investments & Financial Services
Israel
$267K +$269K +6,000 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$261K -$132K -2,944 -33%
JFA
21
JNBA Financial Advisors
Minnesota
$147K
GT
22
Glenmede Trust
Pennsylvania
$119K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$102K -$34.7K -776 -25%
TFA
24
Transamerica Financial Advisors
Florida
$75K -$27.7M -619,139 -100%
Creative Planning
25
Creative Planning
Kansas
$59K +$59.5K +1,330 New

PRN Hedge Fund Activity: Q4 2015 in Review

38 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q4 2015, worth a combined $28M — down 71% from $95.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PRN and 11 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 2 added.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $3.57M. The largest seller was Transamerica Financial Advisors, cutting an estimated $27.7M.

  • 38 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q4 2015, down from 40 in Q3 2015.
  • Funds reported $28M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q4 2015, down 71% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q4 2015 and 13 closed out, a net change of -2 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q4 2015 was BNP Paribas Financial Markets, an estimated $3.57M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q4 2015 was Transamerica Financial Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2015.