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Invesco Dorsey Wright Industrials Momentum ETF

47 hedge funds and large institutions have $96.4M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4847 (-1)

10.05% less ownership

Funds ownership: 75.94%65.9% (-10%)

11% less capital invested

Capital invested by funds: $108M → $96.4M (-$11.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
14
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$38.6M -$11.5M -223,230 -23%
TFA
2
Transamerica Financial Advisors
Florida
$9.62M -$2.14M -41,647 -18%
Wells Fargo
3
Wells Fargo
California
$8.18M +$158K +3,080 +2%
Bank of America
4
Bank of America
North Carolina
$5.75M +$639K +12,433 +12%
UBS Group
5
UBS Group
Switzerland
$4.74M -$192K -3,741 -4%
Morgan Stanley
6
Morgan Stanley
New York
$3.88M +$289K +5,634 +8%
SAM
7
SignalPoint Asset Management
Missouri
$3.76M
Ameriprise
8
Ameriprise
Minnesota
$2.48M +$189K +3,680 +8%
Jane Street
9
Jane Street
New York
$1.78M +$1.33M +25,883 +294%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.73M +$383K +7,451 +28%
LPL Financial
11
LPL Financial
California
$1.58M -$967K -18,824 -38%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.46M -$1.63M -31,820 -53%
Citadel Advisors
13
Citadel Advisors
Florida
$1.36M +$760K +14,799 +127%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.35M -$112K -2,189 -8%
FA
15
Fortis Advisors
Pennsylvania
$1.27M +$246K +4,787 +24%
RJA
16
Raymond James & Associates
Florida
$1.06M -$1.09M -21,209 -51%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$970K +$3.6K +70 +0.4%
WA
18
WFG Advisors
Texas
$723K -$85.3K -1,660 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$694K +$145K +2,813 +26%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$687K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$656K -$409K -7,959 -38%
VKH
22
Virtu KCG Holdings
New York
$628K +$74.3K +1,446 +13%
PAG
23
Private Advisor Group
New Jersey
$519K -$514 -10 -0.1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$427K -$53.6K -1,043 -11%
AG
25
Advisor Group
Arizona
$362K +$1.59K +31 +0.4%

PRN Hedge Fund Activity: Q1 2017 in Review

47 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q1 2017, worth a combined $96.4M — down 11% from $108M a quarter earlier.

Fund positioning in PRN was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 14 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $1.33M. The largest seller was Invesco, cutting an estimated $11.5M.

  • 47 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q1 2017, down from 48 in Q4 2016.
  • Funds reported $96.4M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q1 2017, down 11% quarter-over-quarter.
  • 2 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q1 2017 and 2 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q1 2017 was Jane Street, an estimated $1.33M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q1 2017 was Invesco, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2017.