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Invesco Dorsey Wright Industrials Momentum ETF

31 hedge funds and large institutions have $21.9M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $17.8M → $21.9M (+$4.19M)

8.64% more ownership

Funds ownership: 41.57%50.21% (+8.6%)

11% less funds holding

Funds holding: 3531 (-4)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
SignalPoint Asset Management
Missouri
$3.56M +$3.14M +64,113 +700%
Bank of America
2
Bank of America
North Carolina
$3.33M -$68.7K -1,403 -2%
Wells Fargo
3
Wells Fargo
California
$3.29M -$440K -8,989 -12%
Morgan Stanley
4
Morgan Stanley
New York
$2.35M +$1.21M +24,770 +105%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.1M +$708K +14,453 +50%
Jane Street
6
Jane Street
New York
$1.4M +$801K +16,371 +132%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.12M -$167K -3,412 -13%
UBS Group
8
UBS Group
Switzerland
$641K +$133K +2,722 +26%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$637K +$4.89K +100 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$554K -$4.16K -85 -0.7%
RJA
11
Raymond James & Associates
Florida
$540K +$234K +4,780 +75%
LPL Financial
12
LPL Financial
California
$526K -$63.7K -1,301 -11%
VKH
13
Virtu KCG Holdings
New York
$462K -$76.3K -1,559 -14%
Citadel Advisors
14
Citadel Advisors
Florida
$420K +$92.8K +1,896 +28%
MFS
15
MSI Financial Services
Massachusetts
$380K -$30.6K -625 -7%
HIIFS
16
Harel Insurance Investments & Financial Services
Israel
$146K
SG Americas Securities
17
SG Americas Securities
New York
$132K -$4.5K -92 -3%
GT
18
Glenmede Trust
Pennsylvania
$130K
Creative Planning
19
Creative Planning
Kansas
$65K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$63K -$4.36K -89 -6%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$29K
AG
22
Advisor Group
Arizona
$19K +$19.3K +395 New
TFA
23
Transamerica Financial Advisors
Florida
$15K -$7.49K -153 -33%
IA
24
IFP Advisors
Florida
$12K
ASN
25
Advisory Services Network
Georgia
$11K

PRN Hedge Fund Activity: Q3 2016 in Review

31 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q3 2016, worth a combined $21.9M — up 24% from $17.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PRN and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was SignalPoint Asset Management, adding an estimated $3.14M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $635K sold.

  • 31 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q3 2016, down from 35 in Q2 2016.
  • Funds reported $21.9M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q3 2016, up 24% quarter-over-quarter.
  • 1 fund opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q3 2016 and 4 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q3 2016 was SignalPoint Asset Management, an estimated $3.14M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q3 2016 was Envestnet Asset Management, an estimated $635K sold.

Based on aggregated 13F filings for Q3 2016.