Invesco Dorsey Wright Technology Momentum ETF
PTF
28 hedge funds and large institutions have $30.1M invested in Invesco Dorsey Wright Technology Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 0 closing their positions.
27% more funds holding
Funds holding: 22 → 28 (+6)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
32% less capital inflows, than outflows
Capital inflows: $1.13M | Capital outflows: $1.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$339K |
| 2 |
MSI Financial Services
Springfield,
Massachusetts
|
+$242K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$151K |
| 4 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$139K |
| 5 |
Morgan Stanley
New York
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$928K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$262K |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
-$153K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$146K |
| 5 |
SignalPoint Asset Management
Springfield,
Missouri
|
-$101K |
PTF Hedge Fund Activity: Q3 2014 in Review
28 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q3 2014, worth a combined $30.1M — down 6% from $32M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PTF positions and 0 closed out — a net gain of 6 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $339K. The largest seller was Royal Bank of Canada, cutting an estimated $928K.
- 28 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q3 2014, up from 22 in Q2 2014.
- Funds reported $30.1M of Invesco Dorsey Wright Technology Momentum ETF stock for Q3 2014, down 6% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q3 2014 and 0 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q3 2014 was LPL Financial, an estimated $339K added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $928K sold.
Based on aggregated 13F filings for Q3 2014.