Invesco Dorsey Wright Technology Momentum ETF
PTF
46 hedge funds and large institutions have $187M invested in Invesco Dorsey Wright Technology Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 4 closing their positions.
850% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 2
444% more capital invested
Capital invested by funds: $34.4M → $187M (+$153M)
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
86% more ownership
Funds ownership: 136.7% → 222.7% (+86%)
21% more funds holding
Funds holding: 38 → 46 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$38.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$29.6M |
| 3 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
+$24.6M |
| 4 |
Morgan Stanley
New York
|
+$12.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WESPAC Advisors
Orinda,
California
|
-$795K |
| 2 |
HF
HRT Financial
New York
|
-$605K |
| 3 |
VF
Virtu Financial
New York
|
-$528K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$448K |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$19K |
PTF Hedge Fund Activity: Q4 2015 in Review
46 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q4 2015, worth a combined $187M — up 444% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PTF positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 2 trimmed.
The largest buyer was Transamerica Financial Advisors, opening a new position worth an estimated $38.3M. The largest seller was WESPAC Advisors, exiting entirely with an estimated $795K sold.
- 46 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q4 2015, up from 38 in Q3 2015.
- Funds reported $187M of Invesco Dorsey Wright Technology Momentum ETF stock for Q4 2015, up 444% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q4 2015 and 4 closed out, a net change of +8 holders.
- The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q4 2015 was Transamerica Financial Advisors, an estimated $38.3M added.
- The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q4 2015 was WESPAC Advisors, an estimated $795K sold.
Based on aggregated 13F filings for Q4 2015.