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Invesco Dorsey Wright Industrials Momentum ETF

45 hedge funds and large institutions have $73.6M invested in Invesco Dorsey Wright Industrials Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.87% more ownership

Funds ownership: 62.13%63% (+0.87%)

5% less capital invested

Capital invested by funds: $77.6M → $73.6M (-$3.99M)

8% less funds holding

Funds holding: 4945 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$20.1M -$452K -7,284 -2%
Bank of America
2
Bank of America
North Carolina
$7.87M -$1.2M -19,404 -13%
Wells Fargo
3
Wells Fargo
California
$7.86M +$311K +5,008 +4%
Morgan Stanley
4
Morgan Stanley
New York
$5.7M -$1.3M -20,921 -18%
UBS Group
5
UBS Group
Switzerland
$5.27M +$951K +15,325 +21%
TFA
6
Transamerica Financial Advisors
Florida
$4.55M -$595K -9,591 -11%
Ameriprise
7
Ameriprise
Minnesota
$2.8M -$573K -9,231 -17%
Citadel Advisors
8
Citadel Advisors
Florida
$2.38M +$773K +12,464 +46%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.19M +$1.24M +20,049 +122%
Jane Street
10
Jane Street
New York
$2.1M +$1.47M +23,678 +208%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.67M +$116K +1,875 +7%
FA
12
Fortis Advisors
Pennsylvania
$1.5M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.47M +$76.6K +1,234 +5%
LPL Financial
14
LPL Financial
California
$810K -$307K -4,950 -27%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$802K
PAG
16
Private Advisor Group
New Jersey
$756K +$783K +12,616 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$741K -$71K -1,145 -8%
RJA
18
Raymond James & Associates
Florida
$725K -$316K -5,097 -30%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$694K -$61.1K -985 -8%
SAM
20
SignalPoint Asset Management
Missouri
$517K
AG
21
Advisor Group
Arizona
$472K -$97.8K -1,577 -17%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$415K -$3.41K -55 -0.8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$345K -$5.03K -81 -1%
IP
24
Investment Partners
Ohio
$305K
SG
25
StoneX Group
New York
$278K +$6.14K +99 +2%

PRN Hedge Fund Activity: Q1 2018 in Review

45 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) for Q1 2018, worth a combined $73.6M — down 5.1% from $77.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PRN and 4 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, adding an estimated $1.47M. The largest seller was Baird Financial Group, exiting entirely with an estimated $1.48M sold.

  • 45 institutional investors held Invesco Dorsey Wright Industrials Momentum ETF (PRN) as of Q1 2018, down from 49 in Q4 2017.
  • Funds reported $73.6M of Invesco Dorsey Wright Industrials Momentum ETF stock for Q1 2018, down 5.1% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Industrials Momentum ETF positions in Q1 2018 and 7 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF buyer in Q1 2018 was Jane Street, an estimated $1.47M added.
  • The largest Invesco Dorsey Wright Industrials Momentum ETF seller in Q1 2018 was Baird Financial Group, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2018.