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Invesco Dorsey Wright Technology Momentum ETF

46 hedge funds and large institutions have $146M invested in Invesco Dorsey Wright Technology Momentum ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 4646 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.09% less ownership

Funds ownership: 222.7%222.61% (-0.09%)

22% less capital invested

Capital invested by funds: $187M → $146M (-$40.7M)

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
7
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$31M +$3.79M +322,428 +15%
TFA
2
Transamerica Financial Advisors
Florida
$25.4M -$9.16M -780,111 -28%
SMG
3
Spectrum Management Group
Indiana
$20M -$2.32M -197,700 -11%
Morgan Stanley
4
Morgan Stanley
New York
$9.87M -$6.09M -518,622 -39%
Wells Fargo
5
Wells Fargo
California
$6.78M -$6.41M -545,712 -50%
Bank of America
6
Bank of America
North Carolina
$6.58M -$1.22M -103,965 -16%
UBS Group
7
UBS Group
Switzerland
$5.72M -$3.19M -271,923 -37%
Ameriprise
8
Ameriprise
Minnesota
$4.83M +$701K +59,679 +18%
Goldman Sachs
9
Goldman Sachs
New York
$4.71M +$4.47M +380,226 New
RJA
10
Raymond James & Associates
Florida
$4.11M -$1.83M -156,042 -32%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.47M -$206K -17,547 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.37M +$2.36M +201,252 +287%
LPL Financial
13
LPL Financial
California
$3.31M -$2.21M -188,502 -41%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.05M -$785K -66,852 -21%
Jane Street
15
Jane Street
New York
$2.17M -$529K -44,997 -20%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.83M -$37.8K -3,222 -2%
VKH
17
Virtu KCG Holdings
New York
$1.65M +$1.57M +133,368 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.02M -$367K -31,215 -28%
Citadel Advisors
19
Citadel Advisors
Florida
$959K -$765K -65,109 -46%
SAM
20
SignalPoint Asset Management
Missouri
$743K +$38.1K +3,240 +6%
WA
21
WFG Advisors
Texas
$694K -$12.6K -1,074 -2%
MAS
22
Madden Advisory Services
Florida
$594K
SHA
23
Smith Hayes Advisers
Nebraska
$586K -$28.3K -2,406 -5%
MFS
24
MSI Financial Services
Massachusetts
$547K -$177K -15,054 -25%
PFS
25
Prospera Financial Services
Texas
$465K +$441K +37,548 New

PTF Hedge Fund Activity: Q1 2016 in Review

46 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Technology Momentum ETF (PTF) for Q1 2016, worth a combined $146M — down 22% from $187M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PTF positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 24 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.47M. The largest seller was Transamerica Financial Advisors, cutting an estimated $9.16M.

  • 46 institutional investors held Invesco Dorsey Wright Technology Momentum ETF (PTF) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $146M of Invesco Dorsey Wright Technology Momentum ETF stock for Q1 2016, down 22% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Technology Momentum ETF positions in Q1 2016 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Technology Momentum ETF buyer in Q1 2016 was Goldman Sachs, an estimated $4.47M added.
  • The largest Invesco Dorsey Wright Technology Momentum ETF seller in Q1 2016 was Transamerica Financial Advisors, an estimated $9.16M sold.

Based on aggregated 13F filings for Q1 2016.