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Invesco Dorsey Wright Industrials Momentum ETF

29 hedge funds and large institutions have $19.2M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.09% less ownership

Funds ownership: 50.35%42.26% (-8.1%)

24% less funds holding

Funds holding: 3829 (-9)

31% less capital invested

Capital invested by funds: $28M → $19.2M (-$8.79M)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
29
Holders Change
-9
Holders Change %
-23.68%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.55M -$167K -3,972 -5%
Bank of America
2
Bank of America
North Carolina
$3.43M -$1.06M -25,149 -25%
Morgan Stanley
3
Morgan Stanley
New York
$2.82M -$1.89M -44,761 -42%
Jane Street
4
Jane Street
New York
$1.9M +$1.47M +34,920 +492%
LPL Financial
5
LPL Financial
California
$1.22M -$99K -2,350 -8%
Citadel Advisors
6
Citadel Advisors
Florida
$1.04M -$284K -6,748 -23%
Ameriprise
7
Ameriprise
Minnesota
$857K -$81.3K -1,929 -9%
UBS Group
8
UBS Group
Switzerland
$646K +$212K +5,032 +54%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$605K
VKH
10
Virtu KCG Holdings
New York
$588K -$301K -7,154 -36%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$582K +$9.69K +230 +2%
SAM
12
SignalPoint Asset Management
Missouri
$468K +$7.2K +171 +2%
MFS
13
MSI Financial Services
Massachusetts
$379K +$17.9K +426 +5%
RJA
14
Raymond James & Associates
Florida
$356K -$374K -8,874 -53%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$154K -$203K -4,830 -59%
HIIFS
16
Harel Insurance Investments & Financial Services
Israel
$136K -$253K -6,000 Closed
JFA
17
JNBA Financial Advisors
Minnesota
$136K -$12.6K -299 -9%
GT
18
Glenmede Trust
Pennsylvania
$121K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$88K -$14.7K -350 -15%
Creative Planning
20
Creative Planning
Kansas
$60K
TFA
21
Transamerica Financial Advisors
Florida
$31K -$41.6K -988 -59%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$27K
FCCM
23
First City Capital Management
Georgia
$11K
ASN
24
Advisory Services Network
Georgia
$10K +$9.48K +225 New
GBBWRPM
25
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K

PRN Hedge Fund Activity: Q1 2016 in Review

29 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q1 2016, worth a combined $19.2M — down 31% from $28M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PRN and 1 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, adding an estimated $1.47M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $3.56M sold.

  • 29 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q1 2016, down from 38 in Q4 2015.
  • Funds reported $19.2M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q1 2016, down 31% quarter-over-quarter.
  • 1 fund opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q1 2016 and 10 closed out, a net change of -9 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q1 2016 was Jane Street, an estimated $1.47M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q1 2016 was BNP Paribas Financial Markets, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2016.